UPDATE: EMC To Acquire Data Domain After NetApp Backs Down
July 08 2009 - 6:01PM
Dow Jones News
NetApp Inc. (NTAP) declined to raise its offer to acquire Data
Domain Inc. (DDUP) Wednesday, ending a bidding war for the
data-storage company and allowing EMC Corp. (EMC) to swoop in with
a superior $2.2 billion bid.
Data Domain said it entered into a definitive merger agreement
with EMC, which will acquire the company for $33.50 a share in
cash.
With the Data Domain acquisition, EMC nabs a leader in the
growing market for a technology known as deduplication, which
reduces the amount of information in company data centers. The
technology has been a hot seller despite the downturn, allowing
Data Domain to post strong revenue growth even as many firms
watched sales slump due to tech customers slashing spending amid
the recession.
EMC has the opportunity to expand on that growth by coupling
Data Domain's products with its much larger sales force, though
Data Domain's $274 million in 2008 revenue pales compared to EMC's
$14.9 billion in revenue last year.
After a bidding war that drove the offer price of Data Domain up
by roughly $700 million from NetApp's original $25 a share offer in
May, Data Domain's board of directors unanimously approved NetApp's
decision and also recommended that Data Domain stockholders tender
their shares to EMC.
As a result of the broken deal, NetApp said it received a $57
million break-up fee from Data Domain. Data Domain also said it
would cancel its special meeting of stockholders scheduled next
month to discuss the NetApp merger.
"While NetApp's acquisition of Data Domain would have produced
benefits for customers and employees and complemented NetApp's
existing growth trajectory, we remain highly confident in our
already compelling strategic plan, market opportunities and
competitive strengths," said NetApp Chairman and Chief Executive
Dan Warmenhoven.
EMC declined to comment.
Many expected EMC to eventually acquire Data Domain because it
has a larger war chest than NetApp. On Monday, EMC raised its offer
for Data Domain by 11% to $2.2 billion, up from last month's bid of
$30 a share. EMC's offer is all cash, while NetApp had offered $30
a share in a combination of cash and stock.
"EMC just had far more resources to devote to the battle than
NetApp," said Brigantine Advisors analyst Mark Kelleher.
Following the news, NetApp's shares were up 4.3% to $19.18 in
after-hours trading, as investors showed relief that NetApp wasn't
pushed to spend more than it arguably could afford.
Data Domain's shares fell 1.4% to $33.42 and EMC's shares were
up 0.6% to $12.60.
-By Jerry A. DiColo, Dow Jones Newswires; 212-416-2155;
jerry.dicolo@dowjones.com
(John Kell contributed to this report.)