In that regard, I can't imagine NetApp remaining an independent company much longer. On a similar note, as the "the cloud" starts to form and businesses begin to fully embrace migration benefits, it's hard to envision a company such as Cisco ( CSCO) ignoring NetApp's value and making a bid for the company. Cisco, which has been on a shopping spree of late, has enough cash to make this deal happen tomorrow. Plus, with so much competition for big data, NetApp will have a considerable amount of value to companies that want to leverage their enterprise presence and become one-stop shops. From that standpoint, investors can't rule out a name like Oracle ( ORCL) from stepping in and making a bid. After all, NetApp is "big data" and Oracle is "data analytics" - it makes too much sense.