Woke up and saw this: IT'S OFFICIAL: Dell just bought EMC in one of the biggest tech mergers ever - Yahoo Finance that is a big change!
where do you see that dell will sell off EMCs stake in VMware?Dell will also sell off a lot of EMCs stake in VMware. I found that interesting.
Third paragraph: Dell Said to Discuss Buying EMC, VMware Stake to Add Storage - Bloomberg Businesswhere do you see that dell will sell off EMCs stake in VMware?
It is ironic if this is the route Dell takes to 'bastardize' the 'crown jewell' in VMware (highly innovative/game-changing tech all the time across the entire portfolio) to keep a monolithic/BIG IRON company that has constantly been struggling to stay at the forefront and re-invent themselves. Maybe I just don't value BIG IRON SAN gear as much as some others may but that behemoth of a beast seems awfully long in the tooth for the long-haul IMHO. Keep VMware, keep hot after the hyper-converged/SDDC efforts, kill off your garbage compellent/equalogic line and press on (~end sarcasm)Dell, from what I hear, needs/very much wants EMC's data portfolio. I see a DELL/EMC selling off VMWare to the highest bidder to pay down debt. But the other players mentioned in your quote are probably much better suited from a balance sheet perspective to fight Dell.
Side-note: how does this play into an industry that is going away from brand-name boxes to a more generic hardware, specialized software world? What if the open platform initiatives take off and hardware becomes even more commodity due to standards and software takes a front seat even more? What would a big iron firm like a Dell w/ EMC do in that environment?
Owning vs Cloud is pretty much the same biz decision as own vs lease for planes and that market still makes my head spin. As an example, Emirates will buy an Airbus 380 for ~200 million, turn right around and sell it in a lease buyback to a financial firm on a 14 year term that generally comes to ~300 million total (half the time directly at customer delivery with Emirates putting no money down). AFAICT, the reason they do this is that it prevents them from having to invest capitol or assume any debt. They due have a binding lease requirement, but its accounted for completely differently from a capital asset related debt. This in turn keeps their credit rating top notch, etc.I just don't know how relevant these vertically integrated companies are in the new cloud everything space. nah there will be a use for in house boxes and local data centers. Overall though I think the own-your-own-hardware market will shrink and as such Dell will have to compete for the cloud hold outs. I know STH did their own cost break down on AWS vs owning but clearly there's enough companies out there where the numbers add up. Even my firm is moving some infrastructure to Azure and we are old
School.
I may have to revive this. Colo'd infrastructure (not build your own datacenter) v. cloud.I know STH did their own cost break down on AWS vs owning but clearly there's enough companies out there where the numbers add up. Even my firm is moving some infrastructure to Azure and we are old School.