A lot of this has focused on the sheer size of the deal itself, on how the merged companies will impact competitors like HP, and if the deal itself makes sense or will prove to be a disaster for both players. However, of much more interest to those of us who cover enterprise IT is how big of an impact this new behemoth will have on how businesses choose, deploy, and manage the key engines of their business technology.
That’s because the reach of Dell and EMC is huge, bigger than many who are familiar with technology realize. Listening to some of the initial reactions to the deal, there are many out there who still have outdated opinions of these businesses, thinking of Dell as still just mainly being a purveyor of laptops and EMC a seller of big storage systems.
But over the last few years, Dell and EMC have been involved in a very large number of acquisitions and deals. Probably the one that has received the most attention is EMC’s (and I guess soon to be Dell’s) 80% ownership stake in VMware. This instantly makes the new Dell one of the biggest players in the world of virtualization and the cloud. This will especially be key as more and more organizations look to invest in private and hybrid cloud systems.
Also, another area that has been overlooked in much of the coverage is security, which is interesting since, once this deal becomes official, Dell will become one of the biggest security vendors in the world.
That’s because with the deal, they will become the owners of RSA, already a major player in enterprise security. Add this to Dell’s already large security portfolio, which includes SecureWorks and SonicWall, and you have a company that touches nearly every area of enterprise security.
For IT buyers, a major area of interest will be in management and monitoring. When the dust settles from this deal, a lot of work will need to done in the area of consolidating and integrating the very large number of similar IT management and monitoring tools that will exist in the new Dell.
This will be tough work, but could prove to be vital. That’s because a new consolidated management system from Dell would have the potential to touch all areas of IT, from virtualization to the cloud, to storage to networks, to laptop and mobile endpoint management. Done correctly, this could be a huge game changer for enterprises looking to overcome the many challenges they face today.
A lot remains to be seen with this deal (especially if the government will allow it to go through), and there is the potential for both great benefits and huge disappointments. But if this deal does go through, we may see a company that will impact how every business implements and manages the technology of today and tomorrow.