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

Get Vyatta Virtual Appliance, now VMware certified!

We all know Vyatta, don't we?

Vyatta, the leader in Linux-based networking, today announced that its open-source networking software has received VMware Virtual Appliance Certification, thereby providing customers with a solution that has been optimized for a production-ready VMware environment. The company also announced it has joined the VMware Technology Alliance Partner (TAP) Program. As a member of TAP, Vyatta will offer its solutions via the TAP program website. With the Vyatta virtual appliance for VMware environments, organizations can now include Vyatta’s router, firewall and VPN functions as part of their virtualized infrastructure.

Vyatta combines enterprise-class routing and security capabilities into an integrated, reliable and commercially supported software solution, delivering twice the performance of proprietary network solutions at half the price. Running Vyatta software as virtual appliances gives customers many more options for scaling their data centers and cons…
Post a Comment
Read more

3PAR adds native LDAP support to simplify administration

3PAR®, the leading global provider of utility storage, announced today native support for lightweight directory access protocol (LDAP). Support for LDAP enables centralized user authentication and authorization using a standard protocol for managing access to IT resources. With 3PAR’s support for LDAP, customers are able to now integrate 3PAR Utility Storage--a simple, cost-efficient, and massively scalable storage platform—with standard, open enterprise directory services. The result is simplified security administration with centralized access control and identity management.

“3PAR Utility Storage already provides us with a reliable, shared, and easy-to-use consolidated storage platform,” said Burzin Engineer, Vice President of Infrastructure Services at Shopzilla. "Now, with 3PAR support for LDAP, managing security commonly--across all our resources, including storage--is also simple and efficient.”

Press Release
Post a Comment
Read more

DeepLearningTrucker Part 1

Post a Comment
Read more