UPDATED 15:30 EDT / JUNE 21 2011

Is Dell’s Security and Storage Strategy Complete?

Dell SecureWorks, the company’s security segment, has teamed-up with on-demand vulnerability management solutions provider Qualys to deliver VMS services to global customers. Dell will resell Qualys’s QualysGuard product line-up, which includes web application scanning, PCI compliance and policy compliance services among other things.

“QualysGuard’s features and Qualys’ commitment to customer security and global reach align nicely with Dell SecureWorks’ strategy to offer comprehensive security services with flexible pricing for organizations of all sizes,” said Dan DeRosa, Director of Product Management, Dell SecureWorks.”

Both Dell SecureWorks and Qualys are both major players in the VMC space, according to Gartner. Dell was positioned in the Leaders Quadrant in a Nov 2010 report, while Qualys  received the highest possible rating of “Strong Positive in an April 2011 report titled “MarketScope for Vulnerability Assessment.”

Customers that use vulnerability management provided by Dell SecureWorks will be migrated to the new joint service.

Also this week, shares of enterprise storage & backup company CommVault are up. The reason behind this is that ThinkEquity analyst Rajeesh Ghai published a research note suggesting that Dell, still fresh of the RNA acquisition, should buy the company in the near future, seeing as Dell has been snapping up companies to build out its own storage sector.  Compellent was a key buy for Dell in recent months, after losing out to HP on 3PAR, and as both companies shift their strategies around software solutions and the cloud, storage becomes central to Dell’s product map moving forward.

He wrote in his note:

“Considering the strong likelihood that CVLT’s recent OEM deal with NetApp could prove to be an inflection point in CVLT’s growth and hence could significantly enhance CVLT’s takeout value as time progresses, it may make sense for Dell to make a near-term move than wait.”

CommVault’s shares were up  6.6 percent or $2.47 at $39.75 yesterday.

The deal would make sense in terms of its potential contribution to Dell’s storage portfolio. President and chief executive Michael Dell depicted his company’s interest in growing its storage business very well at the Dell Storage Forum, noting its importance in the company’s long term goals.


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