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. Investors Are Happy with Magic Beans? I have been … [Read more...] about Dell, Wall Street, Magic Beans, and the End of EMC
EMC
Doodling on the Value of EMC, VMware, and Dell’s Offer
Dell and EMC announced today that they have reached a deal to combine, taking EMC private and retaining control of VMware. But this transaction is complicated by EMC's 80% stake in VMware. Let's consider the value of that substantial and important holding and what it means for the Dell offer. How Analysts Value EMC Stock According to TREFIS, EMC's value is split between … [Read more...] about Doodling on the Value of EMC, VMware, and Dell’s Offer
EMC and Cisco: “Our Love Will Endure Forever”
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. Ever since Cisco launched their UCS line of servers and EMC bought VMware, clueless tech pundits have proclaimed that the … [Read more...] about EMC and Cisco: “Our Love Will Endure Forever”
EMC XtremIO Upgrade is Non-Disruptive to Customers
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. Although the numbers haven't been released officially, I'm hearing very, very strong … [Read more...] about EMC XtremIO Upgrade is Non-Disruptive to Customers
Cisco’s Trojan Horse
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. The Rack Endgame I recently wrote about “The Rack Endgame”, a … [Read more...] about Cisco’s Trojan Horse