Live data from Hacker News

Dell Closes $60B Merger with EMC

wsj.com

81–90 of 108 posts

Re: Dell Closes $60B Merger with EMC

#82
post #31

I know some really smart and very ambitious people who went to work for EMC over the last few years. Just as a wild guess, I bet there's huge money being made there and very fat bonuses to the people who are seen as delivering it. Hope the Delliverse works out for them.

Very modest bonus in the trenches. RSUs granted before October 2015 vest early (today). You could buy a nice new car, but not a yacht. (I couldn't buy a Model S with my buyout bump, for example, although I'm sure some others are seeing bigger bonuses.)

Re: Dell Closes $60B Merger with EMC

#84

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!

Pivotal is doing pretty well in the pantheon, as is Virtustream.

The trick is not to get integrated into EMC proper, I think.

Re: Dell Closes $60B Merger with EMC

#85
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.

"Any" is a strong claim. Alphabet has 60,000+ employees across dozens of divisions and subsidiaries, many of which came through acquisition. It's extremely unlikely that nobody, in any of these groups, is using a Dell server or one of EMC's fifty different models of storage arrays. (Or, to be somewhat ridiculous about it, using a Dell monitor or laptop.)

Re: Dell Closes $60B Merger with EMC

#86
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.

Eh? XtremIO is selling like bananas, they're like 40%+ of the all flash market. (I don't work for EMC but I do work in the DellTech federation and talk to people).

Thing is, much of that stuff is transitioning to software-defined storage eventually. But that's what VSAN and ScaleIO are about.

Re: Dell Closes $60B Merger with EMC

#88

Earlier quoted context omitted.

> 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.

Pivotal is mostly owned by Dell/EMC (60%), followed by VMware (22.5%), and the balance by GE (10%), Ford (5%) and Microsoft (2.5%). The percentages are educated guesses based on the original 70/30 split EMC-VMware.

The reason I think is that a lot of the of the revenue producing assets came from EMC (Pivotal Labs and Greenplum), VMware had SpringSource & GemFire which were decent revenue, but Cloud Foundry made no money until 2014+ (and now accounts for a large chunk of revenue).

Re: Dell Closes $60B Merger with EMC

#89
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.

You've just answered your own question. It makes no sense for a company to hire "top-notch developers" to solve "the problem" that storage vendors have already solved (because they have truly top-notch developers with vast experience in this specific domain).

That would turn out to be way more expensive than just paying what you consider exorbitant prices, and way more risky, i.e., it's not like it's easy to find top-notch developers, and even if a company could hire some, it's very unlikely that whatever they developed would compare well, by any metric, including cost, to what the company could get by buying a ready-made solution from EMC, HPE, et al.

Re: Dell Closes $60B Merger with EMC

#90
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…

VMware Photon is trying to focus on the latter, though you can get pretty close to a "private cloud in a box" today via EMC/VMware with this: http://virtualgeek.typepad.com/virtual_geek/2016/08/vmworld-...

caveat lector, I work for Pivotal.

Post reply on HN