Skip to main content

EMC planning to sell VMware?

This is something that will change the ball game forever. HP's EDS acquisition has changed the dynamics of the HW-SW-SI equation or atleast, it will definitely change the global sourcing model and possibly in their favor. Same is to happen with this (meaning rumored Intel's name on the VMware acquisition) equation, although this covers a (SW-SI)-HW* domain. So obviously this will trigger a reaction with firms like Cisco or IBM to go for Citrix and other bigger and smaller acquisitions.

Although here again I still feel the Cisco could only cover the HW-SW domain where as IBM could complete the equation with the HW-SW-SI venn unless they go for Accenture or CSC and complete the HW-SW-SI equation.

*: VMware does the SW with a slight reluctance on SI side where they still battle with the current SI and partners on "should we let you implement or we do it ourselves, cos we can always do it better than you".


EMC Corp. gained the most since October in New York trading and options to buy the stock jumped on speculation the world's largest maker of storage computers will sell all or part of its majority stake in VMware Inc.

The speculation has ``been around a little while, but is probably picking up a little bit of momentum,'' said Mike Capitani, head of equity trading at Caris & Co. in New York.

EMC climbed $1.12, or 6.7 percent, to $17.80 in New York Stock Exchange composite trading. Options traders increased bets EMC will continue to rally. Call-option volume rose to 195,695 contracts, or six times the 20-day average. Those bullish bets outnumbered bearish ones, or puts, by 4.3-to-1. Implied volatility, the key measure of options prices, rose to a three- week high of 36.76.


Link from Bloomberg
Labels:

Comments

Post a Comment

Popular posts from this blog

DeepLearningTrucker Part 1

Post a Comment
Read more

Avastu Blog is migrating to IdeationCloud.com; 1st Jan 2009 live

YOU DON'T HAVE TO DO ANYTHING. WITHIN 2 SECONDS YOU WILL BE REDIRECTED TO THE NEW HOME OF AVASTU BLOG. PLEASE DO UPDATE AVASTU BLOG'S URL to : http://www.ideationcloud.com on your website.

I will send out emails personally to those who are using my link(s) on their sites.

Thanks much for your co-operation and hope you enjoy the new site and its cool new features :-)




Not like the site is unlive or something..on the contrary, its beginning to get a lot of attention already. Well most of the work is done, you don't have to worry about anything though:

What won't change

Links/Referrals: I will be redirecting the links (all links which you may have cross-posted) to IdeationCloud.com - so you don't have to do anything in all your posts and links. Although, I would urge however that you do change the permalinks, especially on your blogs etc yourselfThis blog is not going away anywhere but within a few months, I will consider discontinuing its usage. I won't obviously do …
Post a Comment
Read more

Cloud Security: Eliminate humans from the "Information Supply Chain on the Web"

My upcoming article, part - 3 data center predictions for 2009, has a slideshot talking about the transition from the current age to the cloud computing age to eventually the ideation age- the age where you will have clouds that will emote but they will have no internal employees.

Biggest management disasters occur because internal folks are making a mess of the playground.

Om's blog is carrying an article about Cloud security and it is rather direct but also makes a lot of sense:

I don’t believe that clouds themselves will cause the security breaches and data theft they anticipate; in many ways, clouds will result in better security. Here’s why: Fewer humans –Most computer breaches are the result of human error; only 20-40 percent stem from technical malfunctions. Cloud operators that want to be profitable take humans out of the loop whenever possible.Better tools – Clouds can afford high-end data protection and security monitoring tools, as well as the experts to run them. I trust…
Post a Comment
Read more