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September 07, 2016

Comments

HJRau

Retired end of last year after 22 years (2 years extension inclusive)at EMC enterprise sales. Agree to the most of your analysis, Joe Tucci is a great CEO and a great person in addition, the right man at the right time in 2001, without him EMC would be a thing of the past since long time.
Nonetheless EMC has ceast to exist as a company just yesterday and a few stakeholders might ask if he really did the right thing and sold to the right guy at the very end. What if Joe Tucci would have followed Elliot Managements 2014 proposel, to split off VMware, dumping his firm believeand probably some emotions overboard, only company size would matter today?
CouldnĀ“t a downsized but therefore a much more agile EMC decide in the comfort of a sea of fresh money from the splitoff (remember VMware s market capitalization in 2014), where to invest wisely in times of disruption everywhere for the next wave of unprecedented growth ?
Nevertheless, I hope for the best of the newly formed company and for my many good frieds at EMC.

JP Corriveau

Nice post Chuck. As a 10 yer veteran of EMC and many happy memories, I think it is accurate on the challenges, but there is room for the new company to thrive, as long as BAU is thrown out and the effort to get aligned with the new IT transformation movement gets done soon.
I will be watching as a Gartner Research Director, but wish them all the best in competing in the new IT markets.
I think their chances are much better then IBM or HPE at this point, but only time will tell.
JP

Ruud van Zutphen

I only see 3 scenarios, Decline, Grow or Transform.

Growth is:
- Converged is a race to the bottom, a play Dell proofed to be mastering well.
- Cloud (both massive scale on own hardware and deep touch specialised players on converged, liek Capgemini/Atos/Rackspace)
- Born in the Cloud ISV's (Workday/Salesforce/many more)

Decline is:
- Mainframe due to Fintech, Blockchain and other disruptions.
- Unix is eaten (destroyed) by Linux.
- HP, NetApp, Pure due to small portfolio and ability to slash costs out.
- Point Solutions due to costs/management and inflexibility.

Transform:
(requires a culture change form the top)
- SAP changed German leadership by US team, seen as true competition by the Workday/SFDC (Oracle isn't)
- IBM has done it many times before.
- Oracle could transform to, if Larry really steps down for a new leader/culture, if not HRM, CRM, Database en hardware business will only decline more..

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Chuck Hollis


  • Chuck Hollis
    SVP, Oracle Converged Infrastructure Systems
    @chuckhollis

    Chuck now works for Oracle, and is now deeply embroiled in IT infrastructure.

    Previously, he was with VMware for 2 years, and EMC for 18 years before that, most of them great.

    He enjoys speaking to customer and industry audiences about a variety of technology topics, and -- of course -- enjoys blogging.

    Chuck lives in Vero Beach, FL with his wife and four dogs when he's not traveling. In his spare time, Chuck is working on his second career as an aging rock musician.

    Warning: do not ever buy him a drink when there is a piano nearby.

    Note: these are my personal views, and aren't reviewed or approved by my employer.
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