The Dell/EMC Personalities Merge With VMware Gambit
Dell Technologies fascinate me largely because it is a very large merger that was not a near total disaster, in fact it was surprisingly well done largely because the two firms threw out the rule book. What fascinates me most is that that rather than being emulated by other firms, those firms seemed to look at Dell’s success, ignore it, and then went back to the flawed way of doing things.
One thing I have been anticipating is a blending of strategic thinking between the firms. Dell seemed more creative and agile than EMC, but EMC seemed to be able to think out of the box, particularly when it came to customer care and organizational structure, better than Dell.
But the idea that was floated in January that Dell Technologies would be acquired by VMware as a path to taking the joint firms public again reflects on the strengths of both firms. Whether it happens or not I think this is a very interesting development and one I also expect Dell’s competitors to ignore much like firms have ignored how Steve Jobs made Apple the most valuable company in the world.
Let us talk about the VMware Gambit this week.
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NOTE: This column was originally published in the Pund-IT Review.