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
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ascohen
Will the client-server era go out with a bang or a whisper?
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John Furrier
it's gone now the cloud is here
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ascohen
full of sound and fury,
Signifying nothing.
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Leo Leung
the hosted server with APIs (cloud) with "fatter than ever" clients will be just fine (mobile)
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ascohen
But will enterprises trade one form of lock in for another
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Leo Leung
if you were at reInvent, the answer was a resounding "yes"
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ascohen
i was -- watch the cube :-) -- AWS has great advantages in their own environment but there is a lot of environment out there
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Stuart Miniman
@lleung here's AWS' take on storage https://youtu.be/We9...
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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.
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Leo Leung
@stu - amazing range of data services
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Tim Crawford
If they want the enterprise, there needs to be two. Competition and lock-in fear are still key.
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Leo Leung
@stu back when i was on the ISV side, AWS storage was like a buffet, and that was four years ago.
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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
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ascohen
hybrid infrastructure is the play, not hybrid cloud.
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Tim Crawford
Spot on! I talk volumes about this. the on-prem DC will not go away for a long time.
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Tim Crawford
To be clear, the future is #cloud. But the on-prem #datacenter is a reality. Hard to ignore.
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Leo Leung
@tcrawford - no doubt at all - data is more valuable than ever - often too valuable to put in a third party's hands
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ascohen
Also there are some interesting arguments about when private cloud is as agile or more cost efficient
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ascohen
From now on, infrastructure competes for applications, not the revers
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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
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ascohen
leo, i think fluidity across environments matters a lot v. split
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ascohen
but not argument the trend line is massive growth of public cloud
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Leo Leung
- i'm biased, but fluidity within the environment is key as well
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ascohen
No argument. Agree 100%
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John Furrier
. @ascohen what will be Dell's security play? RSA? or other?
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ascohen
Good question: Secureworks is coming straightoutaDell
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@furrier combine RSA with Secureworks and spinoff.
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ascohen
#dellemc feels like a 100% client-server infra consolidation play
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ascohen
security has to be decoupled from the infrastructure because infrastructure is fluid
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Leo Leung
- the few service-based acquisitions that RSA made were interesting - that's where security is headed
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ascohen
Leo, I would beg to differ
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Leo Leung
- just looked up #illumio - oops ;)
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ascohen
All good Leo. to @furrier 's question...no discussion of security. Lost opportunity
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Leo Leung
- would love a focused discussion on security in the age of cyber-crime / cloud / humans still being humans
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Muddu Sudhakar
RSA assets are really old and outdated in Security. their legacy security solutions cannot protect against advanced APTs, Malware and insider threats.
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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.
John Furrier
http://www.via-cc.at... Dells new mgt team all @thecube alumni

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...
body language tells me that Pat will run DELL Enterprise Systems Group post merger. Joe and Goulden are goners.
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Anurag Agrawal
@cloud_opinion what will happen to Marius Haas
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John Furrier
Marius Haas is a star he isn't going anyware imo
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Muddu Sudhakar
JoeT is gone. he will not stay on board of combined company as well
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John Furrier
@smuddu Agree Tucci is saying farewell
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Muddu Sudhakar
Pat G will continue to run VMware till VMware is public company
Keith Townsend - Light will overcome darkness
This deal will tell us a lot about Cisco. Does Cisco continue the transition to a cloud company or do they keep one foot in the enterprise hardware market by acquiring EMC or another vendor. Can Cisco bridge the gap without acquiring a legacy vendor?
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Leo Leung
- agree - though "bridge the gap to the cloud by acquiring a legacy vendor" seems a bit contradictory. ;)
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Keith Townsend - Light will overcome darkness
@lleung on the surface yes. They may receive some stockholder pressure to counter this move until they prove out the cloud strategy. How long are stockholder willing to wait.
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John Furrier
be interesting to see ciscos response
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Mark May
The potential 20% loss of UCS sales by EMC/VCE will need to be answered. That is a big chunk of monies.
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Leo Leung
- The counter move can't be buying another box vendor...
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Keith Townsend - Light will overcome darkness
@lleung I strongly agree.
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Keith Townsend - Light will overcome darkness
@cincystorage I think that will be a slow burn. The VCE agreement is rock solid on compute and networking components.
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Mark May
I'm sure the new Dell overloads will want to gain the compute market share. In 2014, UCS was 800million or so. 20% of that. I'd be curious to see what that is now. But I agree it won.
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Mark May
wont be overnight