DellEMC

Dell's Mega EMC/VMware Deal
Dell's record-breaking $67B buyout of EMC will create a ~$75B enterprise tech giant...Let's discuss
ascohen
Will the client-server era go out with a bang or a whisper?
John Furrier
it's gone now the cloud is here
ascohen
full of sound and fury,
Signifying nothing.
Leo Leung
the hosted server with APIs (cloud) with "fatter than ever" clients will be just fine (mobile)
ascohen
But will enterprises trade one form of lock in for another
Leo Leung
if you were at reInvent, the answer was a resounding "yes"
ascohen
i was -- watch the cube :-) -- AWS has great advantages in their own environment but there is a lot of environment out there
Leo Leung
- i agree that there can't be only one IaaS cloud, but will there be two (MSFT), or three (Google)? There will certainly be a lot of SaaS.
Leo Leung
@stu - amazing range of data services
Tim Crawford
If they want the enterprise, there needs to be two. Competition and lock-in fear are still key.
Leo Leung
@stu back when i was on the ISV side, AWS storage was like a buffet, and that was four years ago.
ascohen
Leo I am with Tim. the cloud is the future but the on-prem/data center will be so large for the rest of our lives, impossible to ignore
ascohen
hybrid infrastructure is the play, not hybrid cloud.
Tim Crawford
Spot on! I talk volumes about this. the on-prem DC will not go away for a long time.
Tim Crawford
To be clear, the future is #cloud. But the on-prem #datacenter is a reality. Hard to ignore.
Leo Leung
@tcrawford - no doubt at all - data is more valuable than ever - often too valuable to put in a third party's hands
ascohen
Also there are some interesting arguments about when private cloud is as agile or more cost efficient
ascohen
From now on, infrastructure competes for applications, not the revers
Leo Leung
the only question is the eventual split between on-premises, hybrid, and purely public - for now - for the biggest - it's majority on-premises
ascohen
leo, i think fluidity across environments matters a lot v. split
ascohen
but not argument the trend line is massive growth of public cloud
Leo Leung
- i'm biased, but fluidity within the environment is key as well
ascohen
No argument. Agree 100%
John Furrier
. @ascohen what will be Dell's security play? RSA? or other?
ascohen
Good question: Secureworks is coming straightoutaDell
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@furrier combine RSA with Secureworks and spinoff.
ascohen
#dellemc feels like a 100% client-server infra consolidation play
ascohen
security has to be decoupled from the infrastructure because infrastructure is fluid
Leo Leung
- the few service-based acquisitions that RSA made were interesting - that's where security is headed
ascohen
Leo, I would beg to differ
Leo Leung
- just looked up #illumio - oops ;)
ascohen
All good Leo. to @furrier 's question...no discussion of security. Lost opportunity
Leo Leung
- would love a focused discussion on security in the age of cyber-crime / cloud / humans still being humans
Muddu Sudhakar
RSA assets are really old and outdated in Security. their legacy security solutions cannot protect against advanced APTs, Malware and insider threats.
todd_dsm
@furrier agreed, "the street" has spoken; the direction is unstoppable - the cloud is in - it's done. Just waiting for the slow kids to catch up.
Brian Gracely
So what's the first priority for the combined Dell-EMC? Portfolio rationalization; Sales models; Cost-Cutting; Identify Competitors, etc?
Josh Atwell - 60% Productivity
I'd vote consumer confidence.
Phil Dunn
How about defining a strategy to keep them alive for next ten plus years? Something pertaining to Cloud would help ;-)
Keith Townsend - Light will overcome darkness
Dell was just bragging how they sell cheap storage to Cloud vendors. Reconciling their commodity business to this new business is going to be a challenge.
Brian Gracely
@Phil_Dunn1 apparently there was a big cloud announcement coming from EMC in Mid-Oct. we'll see if that still happens.
Phil Dunn
@CTOAdvisor is Dell really prepared to compete against the Asian ODM's? That’s what pushed them to private. I didn't notice any mention of how new Dell-EMC will address Cloud during Webcast. Did you?
Phil Dunn
And how is Dell+EMC going to compete against Public Cloud? Doesn't seem they have a strategy for Public Cloud-I give them 5 years
Brian Gracely
@Phil_Dunn1 agreed that their strategy isn't clear. but can also argue that none of the existing HW/SW vendors (except MSFT) have a strategy that competes well with AWS.
Phil Dunn
I disagree. AWS has only a public cloud strategy. The worlds datacenter aren't going to shut down & transfer all to public. So having a private cloud & hybrid cloud strategy is critical. Oracle is one of few offering an end to end cloud strategy
Brian Gracely
@Phil_Dunn1 agreed about not shutting down, but the larger growth will be around public clouds. massive investments and engineering skills (across all types of apps) needed to be successful there.
Phil Dunn
While Cloud is growing rapidly, according to majority of big analysts, the biggest growth is still in private cloud right now and foreseeable future. And yes, the Apps/SW is key to win
David Floyer
Cost cutting within the EMC pieces.
Rob Steele
@Phil_Dunn1 agreed Phil, I think EMC had some good momentum but far from where either DELL or EMC needs to be
John Furrier
preserve the run rate cash flow businesses
John Furrier
AWS competitor asap
Anurag Agrawal
@Phil_Dunn1 they will have to look at VMware publc cloud announcements as the savior
Brian Gracely
@furrier but they don't have a competitive offering to AWS at this point. does the merger still invest in Virtustream/vCloud at levels that let them compete with IBM or Oracle Cloud or SAP offerings, which is the Enterprise focus?
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Financial Engineering first. Its a private equity deal, so bean counters run it for first 12 months, sort out all inefficiencies.
Fernando Oliveira
@furrier AWS has been disrupting all box movers to move to cloud and up to stack
Fernando Oliveira
@furrier excited to see how #Cisco and #HP will play their M&A out in hyper converged capabilities
John Furrier
@feolivei so are we my guess is the M&A will heat up big
Fernando Oliveira
@furrier great window for start-up to leap frog customers while this integration play out
Fernando Oliveira
@furrier Nutanix getting more marketshare, btw, what about next wave of a frankenstein market around sesundary storage (DR, Back-up). #Cohesity?Marketis shifting so fast, excited