If Dell acquires EMC (EMC) as press reports indicate, Cisco (CSCO) would likely need to acquire either a Hybrid storage or All Flash Array asset, Summit Research analyst Srini Nandury tells investors in a research note. Tintri, Tegile and Nimble Storage (NMBL) are the most likely candidates for Cisco, the analyst argues. It is also possible that Cisco might look to acquire NetApp (NTAP), but tech giant would likely be reluctant to spend the $10B needed to do the deal for an asset that is "past its prime," Nandury contends. The analyst thinks Nimble would make most sense for Cisco given the company's momentum and solid execution.