"With HP acquiring 3PAR, and thus over time fewer Hitachi arrays being sold by HP, and with (Oracle) discontinuing its relationship with HDS (Hitachi Data Systems), maybe Hitachi would be willing to sell its storage business to Dell," Gonzalez said. "That would give them a heck of a product both in the mid-range and the high end. If Dell did that, they'd totally be able to sever their relationship with EMC and have all of the storage assets in house."