As of today, EMC Corporation is no longer an independent company. Who thought we would see this day? From now on, EMC is simply a brand for parts of Dell’s Infrastructure Solutions and Services businesses. This marks a major shift in the enterprise storage world, for IT, and perhaps for American business in general.
I’m not a stock analyst, and this is merely my own quick calculation, but this doesn’t seem like a good deal for shareholders. Dell walks away with a huge amount of value and shareholders are left hoping for the best. No wonder shares of EMC are still well below the alleged “$33.15 per share” offer price! Right now, it looks like they’re valuing that VMware tracking stock at only $4 per share, not the $9 Dell hoped.
No two companies in history have as lasting and productive a partnership as EMC and Cisco. And that love will go on forever, no matter what you may have heard. In this special April 1 post, I’ll examine all the ways these two were meant for each other.
EMC’s XtremIO is crapping on the badge; it’s an immature ball of destruction that shows how much architecture matters. Or so my favorite storage bloggers say. But customers and resellers seem to have a different take on the destructive XtremIO 3.0 update: They don’t care. Not at all.
Industry watchers like me have long wondered when Cisco will transform itself into a full-line IT infrastructure vendor. This strategy was tipped in 2009 as Cisco barged into the server market with UCS. But one leg of the stool is still missing: Storage remains the province of Cisco partners like EMC and NetApp.