Buy Recommendation for EMC – Isilon Momentum

EMC continues its’ string of positive analyst reviews with the latest Buy rating from Peter Misek of Jeffries. Misek specifically calls out the future share gains in NAS Storage at the expense of NetApp with the pending release of new features that will allow Isilon to expand its’ expertise to broader enterprise wide adoption.

According to Misek, “EMC hit a homerun with its VMware acquisition, and we believe Isilon will be another validation of its ‘string of pearls’ acquisition strategy. Our checks indicate that Isilon has added new features that should enable it to jump from its current vertical concentration in Internet, video, and genomics (e.g., Avatar’s special effects were stored on a huge Isilon cluster) to broader enterprise adoption, especially for private clouds.”

Misek initiates coverage of both NetApp and IBM with hold recommendations. Read the full Forbes article here and learn more about EMC Isilon’s new Maverick OneFS coming this fall here.

About the Author: Sam Grocott

Sam Grocott is the Senior Vice President of Dell Technologies Business Unit (DTBU) Marketing, which focuses on all infrastructure and client solutions as well as the associated services portfolio. DTBU Marketing also includes key GTM activities across global business-to-business (B2B) campaigns, portfolio messaging and competitive intelligence. Sam began his career with Isilon Systems in 2001 leading Product Management and was responsible for helping bring to market Isilon’s first products in 2003. After Isilon was acquired by EMC in 2010, Sam continued to lead the marketing and product management team that delivered the industry leading scale-out NAS offering. When EMC was acquired by Dell in in 2016, Sam’s role expanded to include the entire Dell EMC Infrastructure Solutions portfolio for Marketing. This set into motion what ultimately resulted in the creation of DTBU Marketing, representing the entire Dell Technologies portfolio.