Up and down the web we are seeing posts like this one at The Register talking about EMC and HP possibly merging to create some kind of super behemoth mega IT company – really!
67 year old Joe Tucci is set to retire, after 13 years as head of mega storage company EMC and all of a sudden they are talking to HP, that doesn’t make any sense to me. Some punters are saying talks have been going on for 12 months, so before Tucci was going to retire last time. Is that why he held out?
HP are a full stack provider. The have compute, network and storage already. HP has invested millions in acquiring new technologies like LeftHand and 3Par to replace their dying EVA brand so why would they look at EMC? Thats right they don’t have a hypervisor.
Quite simply they want VMWare.
Lets face it HP don’t need another storage company. EMC could do with a compute and network company though – CISCO would make more sense or even building out with Lenovo and maybe Brocade – they are two partial stack vendors in need of completing the family.
Other talks are that Dell wants some of the company, they used to OEM EMC which they did well in before making the poor decision to invest in EqualLogic the fledgling iSCSI only array.
So how long do we have to wait before the magpies pick EMC apart after Tucci retires, or will he simply not retire again as was the case last time he we set to retire.