This is definitely a year of the disruptor. The hyper-disruptor. With this acquisition Cisco has made a bold statement to enter the storage world.
NeoPath sells systems that virtualize or aggregate multiple cross-vendor NAS or file-level storage devices into single namespaces. This is a small and developing sector with limited sales, in which NeoPath has only a handful of rivals. One of those competitors is EMC, courtesy of the NAS v-word systems it acquired when it bought Rainfinity Inc in 2005.
EMC is also one of the largest resellers of NetApp's storage networking or SAN equipment. Not wanting to provoke any speculation that even limited NAS v-word competition could jeopardize its relationship with EMC, Cisco yesterday refused to say what its plans are for NeoPath's products.
Instead Cisco said that by acquiring NeoPath it will gain the expertise that it says it needs to develop interfaces that will allow EMC and other vendors to run their file-level software on Cisco's networking devices.
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