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Dell Closes $60B Merger with EMC

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Re: Dell Closes $60B Merger with EMC

#42
post #3

The new company services 98% of all fortune 500 companies. That's a pretty incredible reach. And 140,000 employee's. If I were a betting main, I'd expect that number to drop in the very near term. Selfishly I'm very interested in following a private Dell,as tech tends to lead to huge companies in monopoly/winner take all verticals. Dell being private is a decent case study to see how well a private company does again…

I'm just fascinated by the fact that in 2016 there are still huge companies like this making their money on ancient tech that is insanely overpriced to the alternatives. (~20 years ago when I started working in software I thought I would eventually get how these enterprise software giants actually were worth it. The more I learn and age...) In the end I guess what companies like Dell and EMC do is to provide access t…

It is solid state will be the first place that EMC has faltered. And it has NOTHING to offer. XtremIO doesn't count because it is going to be deprecated soon and still is not a part of vBlock so its future is sketchy.

Re: Dell Closes $60B Merger with EMC

#43

The new company services 98% of all fortune 500 companies. That's a pretty incredible reach. And 140,000 employee's. If I were a betting main, I'd expect that number to drop in the very near term. Selfishly I'm very interested in following a private Dell,as tech tends to lead to huge companies in monopoly/winner take all verticals. Dell being private is a decent case study to see how well a private company does again…

The real opening EMC has is now being able to sell directly, effectively cutting out the Partner channel which EMC has cultivated over the years and which is why it costs so much by the time you am me go to buy storage. This is where that credit will come in handy. But really how many companies have DIED after being acquired by Dell, Compellent, Sonicwall, Quest SW, and now VMware/EMC. This is where things go to die and I hope very much for VMware's sake that this is not the case but history is not in their favor.

Re: Dell Closes $60B Merger with EMC

#44
post #4

Dell tried to get into the cloud services market a long time ago, and didn't succeed. VMware is a weird case too, especially with containerization and cloud service vendors being cheaper to use than building your own cloud. If Dell is trying to make their own cloud, I wonder if they'll succeed this time. Some people have said that ship has sailed for them. Then again, a company like Google has made a compelling compe…

My hope is they'll actually put some resources into bringing VMWare current, and more open as an option, closer to how they were a few years back. ESXi is still a pretty nice server, but running a local/free version instance has become difficult with a few pitfalls if you do the wrong things somewhere... You're all but stuck with windows-only mgt software instead of a web-management interface. I'd like to see dell go…

If you are running the latest versions of ESXi, you might be interested in this.

https://labs.vmware.com/flings/esxi-embedded-host-client

Without going into more detail, VMware recognizes that Flash is a dead end and is working on converting things to HTML5. I'm fairly happy with the direction they are heading towards from a UI standpoint although I still mostly do things via CLI.

To your other points, you might want to check out Cloud Foundation.

Disclaimer: not a VMware employee, just a customer.

Re: Dell Closes $60B Merger with EMC

#45
post #3

The new company services 98% of all fortune 500 companies. That's a pretty incredible reach. And 140,000 employee's. If I were a betting main, I'd expect that number to drop in the very near term. Selfishly I'm very interested in following a private Dell,as tech tends to lead to huge companies in monopoly/winner take all verticals. Dell being private is a decent case study to see how well a private company does again…

I'm just fascinated by the fact that in 2016 there are still huge companies like this making their money on ancient tech that is insanely overpriced to the alternatives. (~20 years ago when I started working in software I thought I would eventually get how these enterprise software giants actually were worth it. The more I learn and age...) In the end I guess what companies like Dell and EMC do is to provide access t…

If someone buys a big EMC system, they aren't just paying for hardware and software. They're paying for EMC to also integrate it into their other systems, set it up, train them to manage it, provide custom coding if their environment requires some unusual change, give early access to fixes for problems they experience, etc. There's a support contract with SLA. There's free overnight shipping of components, and field techs that'll fix the hardware for the customer.

Can someone else do it for cheaper? Maybe. Probably. But to a large degree, it's a "no one ever got fired for buying IBM" situation that you'd be fighting against.

Re: Dell Closes $60B Merger with EMC

#46
post #3

The new company services 98% of all fortune 500 companies. That's a pretty incredible reach. And 140,000 employee's. If I were a betting main, I'd expect that number to drop in the very near term. Selfishly I'm very interested in following a private Dell,as tech tends to lead to huge companies in monopoly/winner take all verticals. Dell being private is a decent case study to see how well a private company does again…

I'm just fascinated by the fact that in 2016 there are still huge companies like this making their money on ancient tech that is insanely overpriced to the alternatives. (~20 years ago when I started working in software I thought I would eventually get how these enterprise software giants actually were worth it. The more I learn and age...) In the end I guess what companies like Dell and EMC do is to provide access t…

Most of the Fortune 500 still use IBM mainframes, which are still the children of the S/360 launched in 1964.

The interesting questions include: how long does it take to move off them; how reliable is the move; and what happens to your quarterly results doing a multi-year transition?

Another one is: How long is the current CEO going to stick around to manage the process?

Re: Dell Closes $60B Merger with EMC

#47
post #3

The new company services 98% of all fortune 500 companies. That's a pretty incredible reach. And 140,000 employee's. If I were a betting main, I'd expect that number to drop in the very near term. Selfishly I'm very interested in following a private Dell,as tech tends to lead to huge companies in monopoly/winner take all verticals. Dell being private is a decent case study to see how well a private company does again…

I'm just fascinated by the fact that in 2016 there are still huge companies like this making their money on ancient tech that is insanely overpriced to the alternatives. (~20 years ago when I started working in software I thought I would eventually get how these enterprise software giants actually were worth it. The more I learn and age...) In the end I guess what companies like Dell and EMC do is to provide access t…

Syncplicity basically lets companies have a Dropbox-like product that's run on EMC hardware inside of a company's data center. There's a clear migration path to a 100% hosted solution when a company is ready to let go.

You'd be surprised how many companies consider it in their best interest to run their own servers.

Re: Dell Closes $60B Merger with EMC

#48

Funny, I just got back from an interview with EMC. Would now be a good time to take a position?

Depends on what the job is. EMC pays good benefits for boring jobs. Assume that "good benefits for boring jobs" won't change any time soon.

EMC will also slash out departments and products that don't perform. Make sure that whatever department / product you're going to work in is doing well.

Re: Dell Closes $60B Merger with EMC

#49
post #3

Earlier quoted context omitted.

I'm just fascinated by the fact that in 2016 there are still huge companies like this making their money on ancient tech that is insanely overpriced to the alternatives. (~20 years ago when I started working in software I thought I would eventually get how these enterprise software giants actually were worth it. The more I learn and age...) In the end I guess what companies like Dell and EMC do is to provide access t…

Dell makes most it's money providing enterprise volume orders of desktops/laptop computers, repair parts, and certifying+insuring people to work on these computers. EMC also contractually guarantees data integrity with some of it's higher end products/contracts. As does IBM/HP/Oracle. All your FOSS tools don't offer this, so your company has to shoulder this responsibility yourself. Underwriting insurance on multi-mi…

>Dell makes most it's money providing enterprise volume orders of desktops/laptop computers

I wish they'd bring back the E6400/E6500 style of enterprise Latitude laptops, but of course with modern internals. These newer ones are much uglier and the screens are too short.

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