Canaccord Adams
What is NetApp Going to do with Another $1.1 Billion?
"DataDirect Networks. If NTAP really wanted to stretch its technological capabilities, it could acquire DataDirect Networks, another private company. DataDirect has historically offered extremely fast and scalable storage capabilities to the high performance storage market. The company is now applying its expertise to other sectors that have very large storage requirements, such as Internet media, life sciences, and government, and stressing performance, density, power efficiency, scalability and throughput. This would be a stretch for NTAP, and certainly move the company away from its "appliance" roots. But to position itself on the cutting edge of storage technology, DataDirect could be an interesting match."