One reason the rumor mill continues to grind, some say, may be that IBM is seen as ready to try anything to regain its credibility in the storage market.
That credibility has been faring poorly lately. According to Gartner/Dataquest, last year EMC took 45 percent of worldwide revenues for OS/390 RAID storage (thats storage attached to IBM servers), compared to IBMs 29 percent. That's enough to make Big Blue turn red.
Then theres the Shark problem. Shark is IBMs storage array that competes with EMCs Symmetrix line -- and it is about as shark-like as a cod, according to people familiar with the technology. Symmetrix eats it for breakfast everyday, says Kumar.
Clearly, IBM could do with some help, but few people see EMC caving in. "I dont see EMC selling out to IBM," says Steve Duplessie, analyst at the Enterprise Storage Group Inc. He adds, IBM should try to buy Hitachi Data Systems and give EMC a legitimate competitor."
Now theres a rumor with some merit!
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