“When a big incumbent like Microsoft gets into the data protection game with a generally available product, the vendors that have had solutions in that space for a number of years are throwing their hats in the ring, ... Most of the data protection and backup software companies are announcing something next week that has Microsoft integration capabilities.”
“We've seen a ton of archiving companies developing data-protection technologies during the last six months, ... We've seen a lot of search engine companies looking at ways to access this information too.”
“An aide to Elliot Spitzer (New York's attorney general) told me that for law enforcement, having access to e-mail is like eavesdropping. They've never had that before.”
“We've got 80 percent of them saying don't know much about it, but 50 percent of those saying if Microsoft had disk-based backup product, they would use it. You can see the depth of branding and marketing muscle Microsoft can drag along with their product.”
“They all have applicability to larger organizations like CA, and they can fill big product portfolio gaps [for vendors that] want to play in the data protection and information management markets,”
“And these are all companies that can potentially add value immediately because they have good installed bases, smart employees and good technology as well as market drivers behind them.”
“People are just starting to get their toes wet in this technology. They haven't deployed it full-fledged across the entire application infrastructure.”