Well, right. But in terms of technology, Domengeaux says, QTV is keyed into three trends: the general migration from direct-attached storage (DAS) to networked storage; storage security; and content-aware infrastructure.
As to the prospects of its current holdings, Domengeaux is (need we state the obvious?) naturally quite upbeat. And he is optimistic that there will be an uptick in acquisitions of startups by the big storage and networking players (see Cisco Reaffirms SAN Strategy).
"We think in the next 12 to 18 months you'll see acceleration in acquisitions," he says. "Corporations have had tremendous layoffs and they've cut back substantially on new product development. As the economy turns around, you can't just hire an R&D team and have a product in 12 months, so we think companies are going to turn to startups to get new technology."
As we said, it's still much too soon to tell whether QTV's holdings will pay off. But if its companies ever start to gather serious traction, QTV will make it on the map as the biggest fish in the storage-startup pond.
Todd Spangler, Senior Editor, Byte and Switch
http://www.byteandswitch.com
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