2nd UPDATE: EMC To Acquire Data Domain As NetApp Backs Down
09 July 2009 - 8:44AM
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. The price represents an 87% premium to Data Domain's stock
price prior to the original offer from NetApp in May.
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.
"This is a compelling acquisition from both a strategic and
financial standpoint," said EMC Chief Executive Joe Tucci in a
press release. "We look forward to bringing Data Domain together
with EMC to form a powerful force in next-generation disk-based
backup and archive."
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,
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.
"In any acqusiition plan, you apply some discipline to it and
decide what is the 'walk away' price," said Jay Kidd, head of
marketing for NetApp. "When EMC bid the $33.50 we decided that was
above the price that we were willing to go."
Following the news, NetApp's shares rose 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.
Many had 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.
While Data Domain would have complemented NetApp's existing
growth trajectory, NetApp Chairman and Chief Executive Dan
Warmenhoven said in a prepared statement that the company is
confident in its current strategic plan, market opportunities and
competitive strengths.
EMC said it expects the deal to be neutral to EMC's non-GAAP
earnings per share in its fiscal year 2009 and accretive to its
non-GAAP earnings per share in fiscal year 2010.
-By Jerry A. DiColo, Dow Jones Newswires; 212-416-2155;
jerry.dicolo@dowjones.com
(John Kell contributed to this report.)