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Dell Closes $60B Merger with EMC

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Re: Dell Closes $60B Merger with EMC

#71

Earlier quoted context omitted.

And VMWare owns SpringSource. So basically the Spring framework is owned by Dell.

> And VMWare owns SpringSource VMware hasn't owned SpringSource since Pivotal was created in 2013 https://en.wikipedia.org/wiki/SpringSource (i.e. "the Spring framework is owned by Dell" is still accurate, but not through Dell owning VMware)

I was under the assumption that VMWare owned Pivotal after it was spun off. I would assume at the least that VMware owns a large share.

Re: Dell Closes $60B Merger with EMC

#72
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…

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…

Even if it were possible to do cheaper in budgetary terms, it would be way riskier, and that's a serious factor. I think some technologists tend to overestimate the ability of a (non-technology) enterprise to roll their own (without significant risk and overhead) and underestimate the real costs even just from a budgetary perspective. It's apples to oranges.

Lest this be marketing for price is no object, this doesn't mean anything goes. That's where competition is important. And that includes from open source based solutions and smaller players. The key word is "solution." You can bundle up FreeNAS on your own well rested hardware, customized to the customers requirements and couple it with mucho support, hand holding, and SLAs. Oh, and proving financial endurance of thr organization helps too.Then you might at least be comparing something in the same universe.

Fortune 500 doesn't care about saving 20 dollars only to put the other 80 at risk. And rightfully so.

Re: Dell Closes $60B Merger with EMC

#74
post #8

Earlier quoted context omitted.

> The new company services 98% of all fortune 500 companies. How is this not an antitrust issue?

Dominating the market is not illegal - anti-competitive behavior is. The former is still possible just by being really good at what you do and how you sell.

Not to mention that nobody claimed that EMC was the only supplier for 98% of the market. As a similar claim, RedHat[1] state that 100% of Fortune 500 banks, airlines, telcos and healthcare companies rely on RedHat. Is it a correct statement? Probably. But does it mean that RedHat exclusively sells to 100% of those markets? Of course not.

[1]: https://www.redhat.com/en/about/trusted

Re: Dell Closes $60B Merger with EMC

#75

Earlier quoted context omitted.

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…

God, so correct. If you are an employee of a company that gets acquired by EMC, consider finding another job!

I'm a long time VMware employee who left several years ago, and I have to respectfully disagree.

VMware thrived under EMC.

Diane was able to keep VMware at a relatively safe distance away from the mother ship, all the while effectively using EMC's direct sales and channel partners to increase sales by something like two orders of magnitude. Plus she was able to convince Joe Tucci to do the spin-off IPO which unlocked a huge amount of value. Not all M&A's are the same.

Re: Dell Closes $60B Merger with EMC

#76
post #5

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. It is basically about switching costs. Even if you have the money you don't want to disrupt your operations because IT is doing a monster migration to different technologies.

I guess what I'm saying is: the companies that are in this situation should hire top-notch developers to solve the problem. But the whole problem is that these companies can't hire top-notch developers because of who they are.

> I guess what I'm saying is: the companies that are in this situation should hire top-notch developers to solve the problem.

Yes, every single Fortune 500 company should just "hire top notch developers". Think about that for second and then think about it again.

> But the whole problem is that these companies can't hire top-notch developers because of who they are.

Top notch developers are neither identifiable nor quantifiable. So that's a fairly unfounded statement.

Re: Dell Closes $60B Merger with EMC

#77

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…

> services 98% of all fortune 500 companies. So it's a short list of ten for the other 2%. IBM, HP, ... ?? (Clarification: the ten who don't buy from Dell+EMC. Just curious about that. Direct competitors is my first guess ...)

IBM is primarily a services company aren't they?

Re: Dell Closes $60B Merger with EMC

#78

Earlier quoted context omitted.

God, so correct. If you are an employee of a company that gets acquired by EMC, consider finding another job!

I'm a long time VMware employee who left several years ago, and I have to respectfully disagree. VMware thrived under EMC. Diane was able to keep VMware at a relatively safe distance away from the mother ship, all the while effectively using EMC's direct sales and channel partners to increase sales by something like two orders of magnitude. Plus she was able to convince Joe Tucci to do the spin-off IPO which unlocked…

VMware had a very select agreement with EMC at that time. I am sure that Dell will respect that but the same was said of Compellent but it was effectively taken out of the storage race once the support model reverted to something more Dell like. There is a reason that EMC is under-represented at the board level.

Re: Dell Closes $60B Merger with EMC

#79
post #64

Earlier quoted context omitted.

It wouldn't be uncommon for a Fortune 500 to have no Dell or EMC. It would be a very unusual Fortune 500 that has no VMWare.

Alphabet? I dont think they have any dell, emc, or vmware equipment.

They're pretty unusual.

Re: Dell Closes $60B Merger with EMC

#80
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…

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.

DSSD D5 doesn't count too, I guess? And I'm personally working on a new product line that will have an all-flash version as well ("Nitro": http://virtualgeek.typepad.com/virtual_geek/2016/05/emc-worl... ).
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