An OEM deal would make sense for EMC, as it would fill in a gap in its product line-up that has become much more significant since the company’s recent focus on ILM. ILM involves cradle-to-grave management of data, which of course includes the archiving of data to tape. Given EMC’s string of recent acquisitions, the outright purchase of ADIC is much less likely.
According to one source, EMC was planning to announce a deal with ADIC in December. Now the deal is back on the cards for an April announcement, the same source said.
Any failure of talks in the run up to December may have been associated with the hard time EMC gave McData last fall ( EMC Whacks McData, Computergram International, November 5 2003) which could have scared off ADIC.
Alternatively EMC may have decided to delay the announcement of the ADIC deal because of its purchase of VMWare announced in December, and a desire not to confuse the market – which may really mean not wanting to make itself seem confused.