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After EMC, Which Top Storage Stock Is the Next Big M&A Target?

It always happens. The minute a mega-deal like the one that has been reported between Dell and EMC hits the tape, the media radar goes up on Wall Street looking for the next possible combination or takeout target. A new research report from Oppenheimer discusses what they call the “ripple effect” from the monster tech deal, and what companies could be next in line to be acquired.

Oppenheimer notes that after a big deal like this, it is important for investors to think about the possible implications of a transaction for the other vendors in the industry. Not only who may get acquired, but who needs to make an acquisition, as well as who benefits from the Dell-EMC deal.

Cisco Systems Inc. (NASDAQ: CSCO) may have to make a play as a result. While the analysts are adamant that they think Cisco doesn’t want to be in the storage arena, they feel the networking giant could get forced in if the company’s...


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