The real opening EMC has is now being able to sell directly, effectively cutting out the Partner channel which EMC has cultivated over the years and which is why it costs so much by the time you am me go to buy storage. This is where that credit will come in handy. But really how many companies have DIED after being acquired by Dell, Compellent, Sonicwall, Quest SW, and now VMware/EMC. This is where things go to die and I hope very much for VMware's sake that this is not the case but history is not in their favor.
This is a very ignorant statement on a variety of levels. The cost of storage sales is high enough that the likes of EMC, HPE and NetApp fight for channel partners to offload their sales of anything but the largest deals. Acquisitions admittedly seldom go well, but EMC doesn't have a bad record, considering.
I'm a long time VMware employee who left several years ago, and I have to respectfully disagree.
VMware thrived under EMC.
Diane was able to keep VMware at a relatively safe distance away from the mother ship, all the while effectively using EMC's direct sales and channel partners to increase sales by something like two orders of magnitude. Plus she was able to convince Joe Tucci to do the spin-off IPO which unlocked a huge amount of value. Not all M&A's are the same.
VMware had a very select agreement with EMC at that time. I am sure that Dell will respect that but the same was said of Compellent but it was effectively taken out of the storage race once the support model reverted to something more Dell like. There is a reason that EMC is under-represented at the board level.
