EMC & Archer Pave Way for 2010 Consolidation

Since 2001, EMC has been sitting on cash and slowly but surely playing the ultimate game of chess — working towards a checkmate in the IT solutions space. After acquiring Documentum, VMWare, RSA, Iomega, Datadomain, and now Archer, EMC is positioning to accomplish what Symantec has all but failed to do… leverage complimentary emerging leaders and provide enterprises with a single vendor for IT automation, storage, and security.

It is possible that their latest move could be a game changer in the ITRM space with the acquisition of Archer, assuming that they will be able to overcome potential human capital, and content & licensing challenges. We’ll update you with more on this potential hiccup and it’s potential impact to you once we can publicly do so.

Consumer confidence is up in December, home prices are up for the 5th month in a row, F100 CEO’s see a light at the end of the tunnel, and Indianapolis based ExactTarget has received $75 M in funding since October. Budgets are expected to oh-so-slightly increase to 2.5% gains, and 39% expect to add IT positions.

It sounds like its time for us to begin seeing cash hungry industry giants make a move. Sure enough, we now have.

Article on EMC and Archer here

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