I think VMware already has the leading VMware+OpenStack combined solution. VMware customers don't want OpenStack and OpenStack users don't want VMware.
Honestly, Dell at the senior management level neither has expertise, nor has been focused on a public cloud strategy. But the deal should give them new executives with experience to make a viable play.
@AnuragTechaisle who in EMC are they acquiring with large public cloud experience? Virtustream was nice business, but not at the scale of AWS/Azure. Scale makes all new rules.
the channel upside is huge and the supply chain expertise of Dell might create huge opportunity for a new class of OpenCompute like servers/storage/networking #gamechanger huge leap potential
I say bust. Its too late and Dell taking on too much debt. Sure its nice being private to hide all the financials but customers will see through this. EMC & VMWare strength was being independent, able to partner with everyone, now only with Dell
I say neither. Big mergers don't work. But there's enough money in revenue to keep Dell/Silverlake for taking a loss. Business will stay flat for a few more years. What happens around Dell from smaller players will be interesting.
One point everyone is missing (by gowing into weeds of technology capablities/overlaps) is that the deal gives Dell tremendous inroads into the enterprise segment which complements Dell's hegemony in small & midmarket businesses
