Was Visions Solutions right to acquire Double-Take?


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On May 17th Vision Solutions announced that it was acquiring Double-Take – bringing together its own IBM Power HA/Disaster Recovery business and Double-Take’s strength in the same market with Windows and to a lesser extent Linux. But did it do the right thing?

On the face of it, this was a natural move for Vision. Its strength was in providing availability solutions based on IBM’s 64-bit Power servers. This market is a strong and inflential market, but is nowhere near the size of the Windows market. Also, since there are few players in the more specialist IBM Power market, Vision already holds a reasonable share. For growth, it was essential for Vision to do something. It had choices – it was already partnering with Double-Take to supply Windows to its IBM base, and had other partners for Linux. But by choosing to acquire Double-Take, it is definitely buying a Windows availability provider who also does Linux rather than the other way around.

My concern is that my instincts tell me the Linux market is going to be much more interested in availability than the Windows one. UNIX in general is a more secure and robust operating system than Windows, and therefore people using Linux may have greater expectations of availability, provided through file mirrors, backups, network switchovers and disaster recovery scenarios. In contrast, any user of Windows knows that the system is always going to have its availability problems – just think how many times you have to reboot when you use your own Windows laptop or desktop. The question is therefore; how strong and widespread is the demand for availability on Windows?

At some level, there is demand. For example, a lot of people would like their office data backed up so the can get it back quickly if there is a problem. But beyond this basic data level, it seems to me demand may be limited. Indeed, this seems to be backed up by the fact that in the past year or so Double-Take has suffered slowing growth and market pressures on its finances. Maybe Vision would have been wiser to acquire a Linux availability provider, like SteelEye Software for instance.