My Thoughts on Dell, EMC, and Networking

The IT world is buzzing about the news that Dell is acquiring EMC for $67 billion. Storage analysts are talking about the demise of the 800-lb gorilla of storage. Virtualization people are trying to figure out what will happen to VMware and what exactly a tracking stock is. But very little is going on in the networking space. And I think that’s going to be a place where some interesting things are going to happen.
It’s Not The Network
The appeal of the Dell/EMC deal has very little to do with networking. EMC has never had any form of enterprise networking, even if they were rumored to have been looking at Juniper a few years ago. The real networking pieces come from VMware and NSX. NSX is a pure software networking implementation for overlay networking implemented in virtualized networks.
Dell’s networking team was practically nonexistent until the Force10 acquisition. Since then there has been a lot of work in building a product to support Dell’s data center networking aspirations. Good work has been done on the hardware front. The software on the switches has had some R&D done internally, but the biggest gains have been in partnerships. Dell works closely Continue reading
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