I strongly suspect that HP, especially with Dave Donatelli at the helm of all things Enterprise, are anxious to get out of the business of reselling Hitachi USP, so I think your point about mainframe development might be spot on.
Then again, mainframe doesn't strike me as much of a growth market. I think this will be a good opportunity to really evaluate how much development is justified as compared to expected mainframe sales. Obviously, they'd be in a far better position to evaluate that than me but it seems that, while mainframes will continue to stick around for some time, that the new business opportunities going forward with that platform may be too few to chase.
As far as migration options - I think that that's probably 90% in place already. Once InServ is qualified for EVA Cluster, migrations become simple. To me, seamless migration has always been one of the strongest selling points of upstream virtualization.
Then again, the market value of FalconStor looks to be less than $200M - and that would make a very interesting injection into HP's stack.
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