Jean-Jacques Maleval de "Storage Newsletter" a écrit cette semaine qu' Apple a acheté 12 petabytes de "storage equipment"d' Isilon Systems, une division d' EMC (EMC.nyse). If true, it would be a big coup for EMC, he thinks, and might add about $70 million in revenue to the company’s Q1 report. For Apple, it sounds right in line with what he expects will be the company’s version of iTunes “in the cloud,” a hosted data service. We believe that Isilon’s capabilities dovetail nicely with our vision for Apple’s upcoming “Cloud Tunes” – an extension of iTunes into the cloud that allows easy access to digital content from any Apple device. We believe that Apple will release a new cloud strategy by the fall, likely integrating its MobileMe services and taking advantage of its significant investments in its North Carolina data center. We believe the launch of Apple’s service is much more complex than Amazon’s given its millions of users with years worth of files. Theoretically, a cloud-based content service could allow Apple to offer cheaper versions of its devices with less on board memory – which would help the company get more gadgets into the hands of consumers.
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