& cplSiteName &
Comments
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Page 1 / 2   >   >>
MikeP688
50%
50%
MikeP688,
User Rank: Light Sabre
10/27/2015 | 12:01:04 PM
Re: The deal also includes a "Go-shop" clause...
What I dread is what Kevin Phillips called the "Finanliazation" of our Business World which seems to be the order of the day.     There seems to be no escape from it.
MikeP688
50%
50%
MikeP688,
User Rank: Light Sabre
10/27/2015 | 11:59:55 AM
Re: The deal also includes a "Go-shop" clause...
Interesting discourse here!!

On a serious note, not withstanding the "spin", Dell had to make a move in order to stay relevant.     The commodization of hardware continues to be a profound challenge for the old-line legacy companies (that both EMC & Dell are) despite VMWare having been born out of it--the VMWare valuation is playing a large measure in how the deal is supposed to be paid for.     iBM and HP are proof of the change and how they are trying to deal with the aftermath of the implosion in the marketplace.

 

 
Ariella
50%
50%
Ariella,
User Rank: Light Sabre
10/13/2015 | 9:36:01 AM
Re: The deal also includes a "Go-shop" clause...
@mhhf1ve just standard procedure. They don't expect to get a better offer, as the Reuters report indicated. But for all ofus marveling at the numbers here, one of my connections on G+ pointed out that it's small beer (sorry about the pun) compared to the $100 billion deal between AB InBev and SABMiller.

 

brooks7
50%
50%
brooks7,
User Rank: Light Sabre
10/13/2015 | 12:39:42 AM
Re: VMware future was the big Q
Steve,

That is the funniest thing I have ever heard.  If they wanted to buy from VMware, then there would be no needs for all these standards bodies.  They could just deploy VMware the way the IT companies have.  No need for any standards bodies or time to be spent on it.  From VMware's standpoint, they ARE the standard and you can just write code to their APIs.  

The whole point of this exercise is to introduce competition and lower prices.  If it means little to no changes, then sure VMware should go for it to get more volume out of their codebase.

Which is the entire point.  This is a completely solved problem.  If the carriers wanted to deploy NFV, they could!  Want an example - Google.

And that is the difference in the businesses.  Neither is right or wrong.  But if you want a fast moving, cutting edge business then don't spend years specifying things that already exist.  Just pick one and go.  If you want to build a multi-sourced, lowest cost to deploy environment then go the way the carriers have.  It is just another signal to me that they are not interested in actually getting into the Application/Content business.

seven

 
jabailo
50%
50%
jabailo,
User Rank: Light Sabre
10/12/2015 | 7:24:53 PM
Re: VMware future was the big Q
Take my telco, and Internet provider, CenturyLink.

They have ADSL2+ DSLAMs everywhere.

They are rolling out Gig fiber.

They have cloud services including streaming media.

Now all they need is virtualization.

What does it add up to?

A total computing solution where given the proximity of DSLAMs you might be running your computer, including desktop, on a virtual host!


Steve Saunders
50%
50%
Steve Saunders,
User Rank: Blogger
10/12/2015 | 7:00:03 PM
Re: VMware future was the big Q
Brooks, i think if the telcos want to do business with VMware, which they do, then VMware should be able to work out how to make money on those deals. 
DHagar
50%
50%
DHagar,
User Rank: Light Sabre
10/12/2015 | 6:09:01 PM
Re: The deal also includes a "Go shop" clause...
mhhf1ve, good observation - such a deal!  Are you in the market?

No, actually it seems perfectly crafted to take advantage of the unique strengths of Dell/EMC - don't know about the potential "limiting" affects on VMWare.

Let us know if you bid!

 
jabailo
50%
50%
jabailo,
User Rank: Light Sabre
10/12/2015 | 5:16:39 PM
Re: VMware future was the big Q
They must have noticed how Amazon's revenues are shooting up due to AWS (and hosting Netflix).


Mitch Wagner
50%
50%
Mitch Wagner,
User Rank: Lightning
10/12/2015 | 4:50:05 PM
Dell + EMC
Count on Twiter to deliver the big insights:

mhhf1ve
50%
50%
mhhf1ve,
User Rank: Light Sabre
10/12/2015 | 4:00:04 PM
The deal also includes a "Go-shop" clause...
Who else is going to want to pay MORE for EMC? Anyone? Any takers? [crickets]
Page 1 / 2   >   >>


Featured Video
Flash Poll
Upcoming Live Events
September 17-19, 2019, Dallas, Texas
October 1-2, 2019, New Orleans, Louisiana
October 10, 2019, New York, New York
October 22, 2019, Los Angeles, CA
November 5, 2019, London, England
November 7, 2019, London, UK
December 3, 2019, New York, New York
December 3-5, 2019, Vienna, Austria
March 16-18, 2020, Embassy Suites, Denver, Colorado
May 18-20, 2020, Irving Convention Center, Dallas, TX
All Upcoming Live Events