"Oracle boss Larry Ellison said he'd love to have the 60 per cent of NetApp's business that plugs NetApp boxes into Oracle software, hinting that a NetApp purchase could be on his mind.
A combination of Oracle and NetApp would be a truly formidable server/storage play, even if the IBM NetApp reseller deal subsequently collapsed. Will Oracle actually make an approach? Will NetApp respond positively? The key there is whether it truly believes an independent, best-of-breed stance is viable or whether the stack-in-a-box, centralised IT approach is a sustained tank attack that threatens to flatten its business.A future inside Oracle in those circumstances might look a lot better than a slow fade into a Unisys-like state while EMC, buoyed up with VMware and products above raw storage arrays, grows and prospers."
Bloomberg also reports on Oracle acquisitions plans.