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
John Furrier
Who will gain the most from this deal and who loses?
John Furrier
IBM should gain in the short term new customers big time even HP possibly
Rob Steele
I think EMC loses the most, feels like Walmart merging with Porshe
Keith Townsend
Pure has to be anxious to take advantage of the short-term loss of focus. I expect Nutanix to execute quickly on marketing.
Keith Townsend
HP has to be worried. Dell is getting EMC consulting while their dealing with the headache of HP ES.
Phil Dunn
I think #Oracle will be a big winner both short and long term during this chaos. Both Dell & EMC will be struggling with integrated market as they'll be integrating themselves. Look at what happened to Lenovo acquiring IBM x86 business.
Phil Dunn
@RobSteele I keep picturing that python which ate the porcupine...
scott brightwell
HP unnaturally quick to trash the deal. Me thinks she doth protest too much @CTOAdvisor
Keith Townsend
@scottbri no doubt HPE wants EMC. And we know HP isn't afraid of overpaying so I agree.
David Floyer
Dell/Silver Lake will be seeing if they can sell RSA and Pivotal....
John Furrier
this begins the consolidation
Brian Gracely
Pivotal would be an interesting buy for Cisco, especially the Cloud Foundry portion, as a way to overlay Cloud Native apps on any cloud - which is the core of their Intercloud strategy
Dave Vellante
RSA maybe - not sure I agree w pivotal - some real SW assets there that could be valuable to Dell. And how much could Dell get for Pivotal? I would think Pivotal supports Dell's dev/ops push
Brian Gracely
Oracle trying to buy Pivotal would be an interesting move (thanks @cloud_opinion).
Phil Dunn
@cloud_opinion Buy Pivotal? Seriously? Why? Oracle doesn't need Pivotal as it offers better, more competitive products/solutions already.
Phil Dunn
But of course there are Pivotal customers I'm sure Oracle would like to have..
Brian Gracely
The industry is moving back towards the Thomas J. Watson prophesy about "demand for about 5 computers"; just replace computers with clouds (or vendors).
Larry Carvalho
Converged infrastructure + cloud = hybrid use case - interesting view of the emerging technology landscape
David Floyer
I foresee the EMC storage fleet being treated as cash cows, with major thinning of the sailors, lowering of sailor grog rations, and little investment in the ships.
storageswiss
So you see a focus on more server based / software defined solutions?
Stuart Miniman
Tucci says that combined companies will have 3 major tech hubs - Boston, Austin and Silicon Valley. Hopkinton, MA business will start with $30B revenue. Those of us in MA are definitely concerned with local impact.
storageswiss
This is part of the secret Texas plot to take over the world.
John Furrier
Here is EMC Press Release on the Dell takeover http://www.emc.com/a...
Press Release: Michael S. Dell, MSD Partners and Silver Lake Lead Transaction to Combine Dell and EMC, Creating Premier End-to-End Technology Company
Dell Inc. and EMC Corporation today announced they have signed a definitive agreement under which Dell, together with its owners, Michael S. Dell, founder, chairman and chief executive officer of Dell, MSD Partners and Silver Lake, the global leader ...
John Furrier
Under the terms of the agreement, EMC shareholders will receive $24.05 per share in cash in addition to tracking stock linked to a portion of EMC’s economic interest in the VMware business.
John Furrier
The transaction will be financed through a combination of new common equity from Michael S. Dell, MSD Partners, Silver Lake and Temasek, the issuance of tracking stock, as well as new debt financing and cash on hand.
John Furrier
Mr. Dell and related stockholders will own approximately 70 percent of the company’s common equity, excluding the tracking stock, similar to their pre-transaction ownership.
John Furrier
Mr. Dell will lead the combined company as chairman and chief executive officer. Mr. Tucci will continue as chairman and chief executive officer of EMC until the transaction closes. Dell’s headquarters will remain in Round Rock, Texas
John Furrier
VMware will remain a publicly-traded company and continue to provide customers value through leading software-defined data center technology, together with its cloud, mobile and desktop offerings.
Patrick Osborne
Glad to hear Hiawatha Bray asking about the future of technology for Massachusetts. Glad Tucci and Dell recognize Boston as a tech hub along with Bay Area and Austin
John Furrier
Massachusetts will be a ghost town and real estate in 495 belt will be hit hard
Paul Gillin
@furrier Real estate will take a hit, but tech economy in Mass. is much more diversified than it was in DEC days.
Sean
@furrier there is a heck of a lot more to Mass than one company brings. We'll be OK!
Dave Vellante
MSD just said they're planning to put Dell's enterprise server business into EMC - did I hear that right?
David Floyer
None of the major storage elements have much to offer converged or hyper-converged solutions. The Dell server and hyper converged folks could take StorageIO and DSSD, and avoid the rest of the storage. Dell servers can replace Cisco servers within VCE.
storageswiss
Impact on Nutanix relationship? Seems redundant now. Of course redundancy abounds.
Keith Townsend
I'm more interested in how Dell will leverage VSAN to go after HCI. It looks like an high-margin appliance waiting to ship on Dell hardware with an HCI wrapper.
Stuart Miniman
Nutanix is a loser in this deal - sure Dell will want them to still use their servers, but would expect EMC storage solutions to push out Dell
dj spry
@stu I wonder if this will re-ignite the Cisco acquisition rumors
Dave Vellante
@CTOAdvisor I agree vsan - that to me is huge oppty - but it screws your core storage biz if you're too aggressive
Keith Townsend
@dvellante Dell now has EMC's problem but worse. They commodity value-prop for cloud providers is at odds with the value prop of EMC. A wide portfolio isn't always good. There's a reason Apple doesn't sell into the low end.
Stuart Miniman
Nutanix, Pure Storage and everyone else will be looking to invade the EMC/Dell base during the uncertainty. Storage market will continue to be a battle.
John Furrier
@stu Storage wars heat up for sure