Reply to post: The End Game

Dell buying EMC: Is this the end times, or the road to salvation?

HonestAbe

The End Game

Rather than "end times," I'd call this the "end game". As in chess, there are few pieces left on the board, position and materiel advantage rapidly magnifies, and the losing player often just resigns.

Dell now seems well positioned to sweep up the last conventional IT by offering a complete solution, pushing the existing installed base toward it using their reliance on VMware and other Dell/EMC products, and enticing that installed base with an easy on-ramp into the cloud.

I'm confident that other old-style tech and consulting firms will now start tipping over their kings and bowing out very quickly. I'm less confident that Dell and his investors will make great fortunes from being victors, given how much money they've spent to be the winner. and how Amazon and Microsoft are arranging to take all the margins in cloud. But Dell is rich enough already, I guess.

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