Here's my commentary:
Fujitsu only makes mobile (2.5") and server HDDs. The 2.5" space has been getting crowded lately: HGST, Toshiba, Fujitsu were the main players, but now Seagate, WD, and Samsung have joined in and snapped up market share. It's inevitable that one would have to bow out.
WD doesn't really make server-class drives -- although they claim to, they're still 7200 RPM SATA, which is decidedly NOT a real enterprise model -- so acquiring Fujitsu would bolster their efforts in enterprise and eliminate a competitor in mobile. Sounds like a good strategy to me as long as they can capitalize on the server business.
However, merging corporate cultures is painful, as survivors of the HGST/IBM and Seagate/Maxtor acquisitions can attest to.
Incidentally, Fujitsu is denying the Nikkei rumor...for now:
http://pr.fujitsu.com/jp/news/2008/10/2.html
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