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Fusion-io FYQ4 Beats, FYQ1 View Tops Estimates

Enterprise data storage equipment vendor Fusion-io this afternoon reported fiscal Q4 revenue and earnings per share ahead of expectations and offered a forecast for 40% revenue growth this year.

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Michael Dell Looks Beyond PC Business

Michael Dell doesn’t want to talk about personal computers anymore. As Dell Inc.’s chief executive works to turn around the once high-flying PC maker, he has bet on diversifying away from the company’s best-known product.

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Competing Against Amazon's Cloud

As more telecommunications carriers launch rivals to Amazon.com’s popular computing-services business, a Silicon Valley start-up is aiming to help them beat the Web giant’s prices by tackling one layer of the computing “stack”—data-storage software.

Greylock Adds Former Data Domain CEO As A Partner

Frank Slootman, who in 2009 sold Data Domain to EMC for $2.4 billion joins Greylock to “add firepower” to its enterprise team.

Dell to Acquire Compellent

Three months after losing a bidding war with Hewlett-Packard over 3Par, Dell acquires another storage company.

Flash Storage Startup Fusion-io Speeds Up Trading At Credit Suisse

Keep a close eye on Fusion-io. Its flash-memory based storage technology is quietly winning lots of business in data centers around the world. I say quietly, because very often the companies using it don’t like to broadcast that fact to the world. One who is willing is Credit Suisse, though it won’t say much.

EMC to Buy Isilon Systems

Another acquisition for EMC. The data storage technology supplier, which over the past five years has spent some $7 billion buying other companies, is reaching for its wallet once again. This morning, EMC announced plans to purchase Isilon Systems. Price: $33.85 a share in cash, or roughly $2.25 billion.
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HP Closes 3Par Deal

Hewlett-Packard has completed its acquisition of 3Par, the data-storage specialist it won from rival Dell after a frenzied 10-day bidding war. HP closed the deal today, paying $33 per share, or $2.35 billion, for 3Par–significantly more than its opening bid of $1.6 billion.

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Data-Storage Stocks Juiced by IBM Deal

The latest buying spree in technology rolled on Monday, with Big Blue’s $1.7 billion takeover deal with Netezza Corp., which comes on the heels of last month’s high-intensity bidding war over 3Par Inc. The Netezza deal underscored a key trend: Small companies with the valued know-how for storing and quickly analyzing data are finding themselves drawing attention from the biggest names in technology.

Will HP Now Stand for Hanky Panicky or Should It Settle With Hurd Over Oracle and Make It All Go Away?

Once close partners, Oracle and Hewlett-Packard are now competing head-on in the server and data-storage-systems business. That’s the real reality for HP–and not the delicious “Real Housewives of Silicon Valley” reality show the legal battle over exec Mark Hurd has turned into. And no amount of desperate public wrangling is going to change that.

Dell Prepping Higher Bid for 3Par

iPhone 3GS on the Way