Thread regarding Dell Inc. layoffs

Big mistake buying EMC

Eventually the only companies that will be buying storage arrays are those that own cloud data centers and then it will mostly be for archive and nearline storage of cold but still possibly relevant data that their customers would rather not have on tape cartridges. By that time the majority of businesses will be entirely converged infrastructure based largely in cloud and hybrid cloud, having a storage array on site will be about as relevant as having a card reader is today. NVMe or like technology in distributed hypervisor nodes will be as close to having a storage array as anyone will get, and that day is approaching far more rapidly than the Gouldens of the world would have you believe.

Big mistake buying EMC, Nutanix would have been a far more visionary acquisition and a heck of a lot less expensive as well. Someone down in Round Rock should realize that now that sales of VX rail/rack/etc have increased far more quickly than sales of any storage array. At the end of the day it's still only server based hardware that needs a hypervisor to be of any use so don't expect Vx to makeup the gap in revenues, eventually it will start to falter as well. It will be interesting to see if HP can stop tripping over it's own feet and actually do something with Simplivity other than let it quietly fade into the portfolio jumble that all their other acquisitions have fallen into.

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| 2341 views | | 7 replies (last September 25, 2017) | Reply
Post ID: @OP+PfL1y8H

7 replies (most recent on top)

He bought it for VMware.

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Post ID: @cbkz+PfL1y8H

People seem to be completely forgetting about government contracts, infrastructure, etc. They're big, lumbering dinosaurs that are a continuous source of income -- not at all on the leading edge. Do they care about the latest innovations in storage, flash, etc? Nope. They want predictability and an ongoing relationship w/ a vendor they can trust. MD definitely acquired EMC to get into that business. Guaranteed repeat income on a massive scale, including tons of military.

Grandma isn't going to keep the company going with her purchase of a new computer every 20 years, plus little doo-dads to go with it. Gamers aren't going to sustain the behemoth, no matter how flush Daddy is with cash to buy them the latest Alienware gear. But government... Big Business... banks, military contractors, public utilities... all those massive enterprises... that's a bunch of customers that you don't want to miss!

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Post ID: @4lea+PfL1y8H

It's like Sears merging with JC Penny to compete with Amazon. Two lumbering dinosaurs from a bygone era trying to remain relevant.

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Post ID: @1igt+PfL1y8H

DELL buying EMC is like Compaq buying Digital 20 years ago .. The same sh?t.. How people who are supposed to know the history can be so blind ..

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Post ID: @1vsc+PfL1y8H

mergermania

at some point, your toys become expensive

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Post ID: @1usp+PfL1y8H

For Michael Dell, vanity preceded business sense during the buyout of EMC. He wanted to be understood n the league of Bill Gates and Steve Jobs. Being head of this huge Dell EMC he became that very big guy. Now this mega merger will ruin thousands of jobs.

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Post ID: @hyv+PfL1y8H

http://www.northeastern.edu/levelblog/2016/05/13/how-much-data-produced-every-day/

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Post ID: @tra+PfL1y8H

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