DellEMC

. @jerrychen will this be a boom for M&A or stall it; three big buyers now off the market imo ???

. @jerrychen gr8 point maybe Microsoft #Azure wins big here

GE will be interesting to see their Pivotal deal play out?

@furrier GE Software buying Pivotal services side fixes Pivotal rev balance & gives GE instant external services arm they claimed was long term goal. Only if Pivotal IPO still planned.

Jerry Chen ‏@jerrychen says
OH "If this doesn't work out, at least you can run for President." cc @alexrkonrad @furrier

@latoga Pivotal shareholders should be worried imo

- agree - MSFT started investing billions in their own data centers and cloud customers years ago - the others couldn't make up their minds - hard to buy your way out of that.

@lleung Dell EMC can build their own servers/storage/networks too and have software to boot

@furrier - you need to make a $4B+ annual commitment to data centers (more to catch up), plus a sales force motivated to sell it - not just tech to build it.

@furrier Cisco or IBM need to buy Netapp. Netapp is also struggling for many years

I think Netapp goes away, Oracle becomes the niche player in hardware, HP continues muddling around shrinking in the market. Cisco is the question, what next for them. They already messed up their storage play, UCS is very expensive solution.

Nutanix has the biggest exposure. SolidFire has some exposure.

@bgracely where do you think solid fire is exposed.

we haven't even mentioned any of the other HCI players such as Simplivity

@CTOAdvisor reseller of SF - http://www.theregist...

@bgracely I wonder how many of these DELL OEM/Reseller deals are sitting out there.

thought nutanix is working with msft >

they will only get more traction >>

How do you see Cumulus losing here? EMC brings no networking to the table and Dell can continue existing partnerships with Cumulus / Big Switch.

Vmware NSX will kill Cumulus and Big switch partnerships.

DELL will adopt VMware/NSX based SDN in short term

Cumulus stands to win here. NSX still needs to run on *something*. Plus, it's aimed at high-end overlays. DC plumbing still needs ports.

Agree, Cumulus wins here. #Dell white box switches run Cumulus. IMO the loser is #AristaNetworks

Cumulus concept of white box switches has not going well for last 1 year - if you look at growth and revenue

May be NSX + Cumulus can be joined together to create value for SDN+white box switches

Yes. But the quick question is will it enable Dell to have a real #Bigdata play beyond the analytics of Statistica?

great point - I wonder about EMC Ventures vs Dell Ventures

going private would require a large debt load. where would they find the R&D investment funds?

they need to buy remaining 19% of VMware which they can finance over next 1 year

VMware is the great opportunity with Pivotal I would keep them together

to me think vmware with pivotal should have been combined and not sold all together >>

and not to forget IBM SoftLayer

IBM softlayer is not in same level/category

Yes, but if it is a shot aimed at IBM then this must have figured somewhere in thinking

No. There's absolutely no incentive to do so.

Incentive is to create leading openstack+Vmware combined solution.

I think VMware already has the leading VMware+OpenStack combined solution. VMware customers don't want OpenStack and OpenStack users don't want VMware.

. @smuddu they would have to cobble together something very fast. diseconomies of scale will be a big issue vs #AWS #revinvent

is hybrid the future ?

AWS is significantly larger than all of those combined. DMC would need to burn significant (multi-billion) to even try to compete.

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.

@AnuragTechaisle the need of the hour is expertise and leadership to integrate products; complete the stack ?

@AnuragTechaisle will people building s/w platforms make better fit ?

@bgracely That is exactly the dilemma. Which is why Michael Dell's narrative on CNBC played up the server business, not the cloud business.

he reiterated the Private Cloud mantra on the analysis call this morning.

Dell Private cloud play will include Vmware + Open stack. It cannot be just VMware

I think this could be a great thing for Openstack or it will make it stuck in the mud.

@furrier everyone will have their own OpenStack play, would be silly not to

Dell can create powerful open stack + Vmware combination; They can become leaders and beat HP and Cisco. Mirantis is BIG looser here

VMware already has an integrated OpenStack offering.