Other industry observers agree that EMC and McData are becoming more independent of each other.
When McData was the only game in town for director switches, they were joined at the hip, says Arun Taneja, founder of the Taneja Group. But why shouldnt EMC be looking at more than McData now? And McData cant be beholden to EMC if they want to be an independent company.
Taneja says its a good idea for McData to reduce the percentage of revenue it generates from EMC.
They dont want EMC to be 80 percent of their revenue, he says, because if EMC hiccups, then McData is going to have a heart attack.
McData has been making moves to leave it less reliant on EMCs business. Today McData announced that NEC Corp.'s (Nasdaq: NIPNY) High Performance Computing division will resell its Intrepid 6000 series directors. McData also hopes its recent acquisition of IP storage switch vendor Nishan Systems will provide opportunities to expand its relationship with Dell Computer Corp. (Nasdaq: DELL).
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