A major watershed just happened - good things coming
Dell's acquisition of EqualLogic has completed. This is a real big deal for a lot of obvious reasons: Dell is a powerful company and they (we) now own one of the most dynamic storage technologies to come along in years. I joined EqualLogic back in October 2006 because I couldn't stand to be on the sidelines watching this new iSCSI storage company that I know was going to make a big play in the industry. I suppose I could jack myself up and say I had the talent to see it coming, but the fact is, the talent was and still is inside EqualLogic - and now Dell too. The thing I didn't know before joining the company was how talented it was. Yeah, so I think Dell got themselves a real jewel.
And what of the price paid? $1.4 Billion is a lot and I think it was an excellent mutual decision. I had my greedy IPO-bound doubts for a while, but it was definitely the right thing to do - just look at the tight rope wire new companies have to walk ( how can VMware's stock price get hammered so badly yesterday for posting great growth - just not enough to meet investment expectations?)
The dynamics of the storage industry are going to start changing much faster over the next year as Dell figures out how to make the most of their EqualLogic purchase. This is as clear to me as EqualLogic's success was to me two years ago. The biggest splashes are yet to come.
A big thanks to everybody who made this happen - especially the EqualLogic SAN customers who helped us every step of the way, by taking risks on purchasing mission critical infrastructure equipment from a startup. As of yesterday, Dell is selling superb EqualLogic iSCSI SAN products without the new company risks. That is very cool for our new customers. We look forward to working together with all of our customers.



