I’m really excited about having VCE part of EMC. We will take the Converged Infrastructure market that we created together with Cisco, and accelerate it to a whole new level. Now – listening to a lot of the dialog (interesting SIT coverage on it here – listen in to 36:40 onwards) around the “what does this mean”, “why?”
Here’s my 2 cents in simple engineering thinking. Black and white. Yes and No. A “how to make strategic decisions like this flowchart” :-)
Now, I’m not Joe Tucci, or John Chambers, or David Goulden, or Pat Gelsinger – those guys operate at a strategic strata where I don’t, so I don’t have access to all the information. BUT – to me, at it’s core, this is actually really, really simple to understand. So let’s deconstruct the answers to each of these questions in the flowchart :-)
There’s also one critical thing to understand. There was always an uncertainty that people expressed about “what happens if the partnership dynamic changed?” The answer was always considered in the JV founding – which was this exact outcome. EMC takes on the VCE business. There is no longer an uncertainty.
As always, I’m not trite. I don’t use “sound bites”. I demand (ask?) intellectual rigor of the reader. But – the answers that you get through rigorous thinking and deep dialog are far more CORRECT than short, arbitrary speculation.
To see how I think those questions in the flowchart get answered – which contains all you need to know about VCE, this news, and hints on what’s next - read on dear reader!