{"id":2707,"date":"2015-10-13T14:42:14","date_gmt":"2015-10-13T18:42:14","guid":{"rendered":"http:\/\/antipaucity.com\/?p=2707"},"modified":"2015-10-13T14:42:14","modified_gmt":"2015-10-13T18:42:14","slug":"dell-buys-emc","status":"publish","type":"post","link":"https:\/\/merikebi.warrenmyers.com\/?p=2707","title":{"rendered":"dell buys emc"},"content":{"rendered":"

So I missed predicting<\/a>\u00a0anything<\/i>\u00a0like this one.<\/p>\n

If you’ve been under a rock, like apparently I was last<\/a> week, you’ve missed out on hearing Dell<\/a>\u00a0is\u00a0purchasing<\/a>\u00a0EMC<\/a>. For $67 billion. With a “B”.<\/p>\n

This seems to be taking lots of people by surprise, but it makes perfect sense: Dell<\/a> is\u00a0already<\/em> a huge supplier of servers into not only the SMB market, but also enterprise and {{cloud}} providers<\/a>. EMC<\/a> needs to find ways to keep their expensive storage relevant, especially in an era of storage<\/a> proliferation, do-it-yourself options<\/a> that are more than merely good enough, and less and less need for “dedicated” storage (though you still need flash in the underlying arrays, contrary to what Todd Mace<\/a> thinks).<\/p>\n

Thin provisioning, on-demand storage expansion and contraction (ok, ok – so the “contraction” part is not common), separation of duties via *aaS architectures, and more has been pushing {{EMC}} not so much to a bit or bench player, but into a corner of making it harder and harder to justify their pricing.<\/p>\n

Silver Lake<\/a> & Michael Dell<\/a>\u00a0obviously see the benefit of doing what some have claimed as the biggest merger in tech history<\/a>\u00a0(the Compaq-HP debacle<\/a> was ~$25 billion back in 2001;\u00a0AOL-TimeWarner was ~$106 billion, but not a pure<\/em> tech merger). But the benefit is\u00a0not<\/strong><\/em> the synergy of storage and servers.<\/p>\n

Nor is it the management software, services groups, great corporate management, or anything of the kind.<\/p>\n

The benefit will be in having a completely vertically-integrated and holistic offering because EMC<\/a> is the majority owner of VMware<\/a>.<\/p>\n

That<\/em> is why {{Dell}}\u00a0et al<\/em> wanted EMC. And why they’re willing to pay $67 billion in cash, stock, debt, etc to get it.<\/p>\n

This move perfectly pivots Dell, already maneuvering away from “just” servers into a major competitor in the cloud space – especially the enterprise cloud space.<\/p>\n

{{HP}} and {{IBM}} have their own storage and server offerings (IBM’s x86 offerings are all {{Lenovo}} now since they sold<\/a>\u00a0them off, but whatever) – but they don’t have the {{virtualization}} platform to bring it about in a soup-to-nuts way. Of course, HP and IBM will happily put {{VMware}} onto servers they sell you (IBM will also happily sell you non-x86 gear with their pSeries<\/a> and zSeries<\/a>\u00a0stuff, but those are discussions for another day).<\/p>\n

HP Helion<\/a> and IBM Bluemix<\/a>\u00a0are interesting. But not as interesting, in my opinion, as Amazon’s {{AWS}}, {{OpenStack}}, and other offerings from !HP and !IBM.<\/p>\n

Oracle<\/a> is really the only main competition to the hybrid Dell-EMC company which will emerge, via their acquisition of Sun a few years ago (which is also a whole other conversation).<\/p>\n

It’ll be interesting to see how the future HPE<\/a>\u00a0will try to compete against future Dell.<\/p>\n","protected":false},"excerpt":{"rendered":"

So I missed predicting\u00a0anything\u00a0like this one. If you’ve been under a rock, like apparently I was last week, you’ve missed out on hearing Dell\u00a0is\u00a0purchasing\u00a0EMC. For $67 billion. With a “B”. This seems to be taking lots of people by surprise, but it makes perfect sense: Dell is\u00a0already a huge supplier of servers into not only …
Continue reading dell buys emc<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[7],"tags":[65,178,233,277,479,674,725],"keyring_services":[],"class_list":["post-2707","post","type-post","status-publish","format-standard","hentry","category-commentary","tag-acquisition","tag-cloud","tag-dell","tag-emc","tag-merger","tag-servers","tag-storage"],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/merikebi.warrenmyers.com\/index.php?rest_route=\/wp\/v2\/posts\/2707","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/merikebi.warrenmyers.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/merikebi.warrenmyers.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/merikebi.warrenmyers.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/merikebi.warrenmyers.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2707"}],"version-history":[{"count":0,"href":"https:\/\/merikebi.warrenmyers.com\/index.php?rest_route=\/wp\/v2\/posts\/2707\/revisions"}],"wp:attachment":[{"href":"https:\/\/merikebi.warrenmyers.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2707"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/merikebi.warrenmyers.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2707"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/merikebi.warrenmyers.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2707"},{"taxonomy":"keyring_services","embeddable":true,"href":"https:\/\/merikebi.warrenmyers.com\/index.php?rest_route=%2Fwp%2Fv2%2Fkeyring_services&post=2707"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}