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	<title>The Network Hub &#187; EMC</title>
	<atom:link href="http://itknowledgeexchange.techtarget.com/networkhub/tag/emc/feed/" rel="self" type="application/rss+xml" />
	<link>http://itknowledgeexchange.techtarget.com/networkhub</link>
	<description>A SearchNetworking.com blog</description>
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		<title>Stepford vWives: When your spouse comes to the tech conference</title>
		<link>http://itknowledgeexchange.techtarget.com/networkhub/stepford-vwives-when-your-spouse-comes-to-the-tech-conference/</link>
		<comments>http://itknowledgeexchange.techtarget.com/networkhub/stepford-vwives-when-your-spouse-comes-to-the-tech-conference/#comments</comments>
		<pubDate>Tue, 21 Jun 2011 20:01:18 +0000</pubDate>
		<dc:creator>rivkalittle</dc:creator>
				<category><![CDATA[EMC]]></category>
		<category><![CDATA[emcworld]]></category>
		<category><![CDATA[tech conference]]></category>
		<category><![CDATA[VMware]]></category>
		<category><![CDATA[VMworld]]></category>
		<category><![CDATA[vwife]]></category>

		<guid isPermaLink="false">http://itknowledgeexchange.techtarget.com/networkhub/?p=1175</guid>
		<description><![CDATA[Today I learned the meaning of the term virtual wife (vWife). No, this is not some virtual instance of a physical wife that can be provisioned on demand to share the load of washing dishes and changing diapers while running a multinational corporation. Nor is it some hot elfin chick you “meet” on World of WarCraft. [...]]]></description>
				<content:encoded><![CDATA[<p><a href="http://skinbiology.com/images/stepfordwife.jpg"><img class="alignleft" src="http://skinbiology.com/images/stepfordwife.jpg" alt="stepfordwife" width="373" height="195" /></a>Today I learned the meaning of the term virtual wife (vWife). No, this is not some virtual instance of a physical wife that can be provisioned on demand to share the load of washing dishes and changing diapers while running a multinational corporation. Nor is it some hot elfin chick you “meet” on World of WarCraft.</p>
<p>A vWife is actually the bored (yet very supportive) spouse of a VMworld or EMCworld conference attendee.</p>
<p>Using the website <a href="http://spousetivities.com/">Spousetivities</a>, vWives can sign up to join their vSisters at the spa while their husbands are “better focusing” on the conferences. Spousetivities bills itself as “the fun side of tech conferences,” which at first lead me to believe that at last, some gossip blogger would expose all of the extramarital activities that take place at tech conferences. Instead, Crystal Lowe, the wife of <a href="http://blog.scottlowe.org/">VMware genius Scott Lowe</a>, uses the site to promote her side events with related prizes and discounts for tech spouses looking for a good time (but not <em>that</em> kind of good time).</p>
<p>I applaud Lowe for taking the initiative to start what appears to be a viable small business, but I pose this question to bored tech conference wives (or husbands) everywhere: Wouldn’t you rather save a village than tag along to a conference at which you&#8217;re not required to attend?</p>
<p>Before you get offended, it&#8217;s not like I&#8217;m suggesting you “stay home and get a life,” which is what one of our TechTarget Networking Group editors said (and frankly what I have thought when passing you wives laying by the pool while I traipse off to another interview). Instead I ask, why not raise money for virtualized data centers in, say, Haiti, where an entire nation&#8217;s school system can be made functional with two physical servers hosting a couple dozen virtual machines?</p>
<p>Far be it from we, the SearchNetworking editors, to demand that vWives or anyone else not have a good time. By all means, party down vSisters. I just wonder: could you be doing more?</p>
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		<title>VMware: EMC and Cisco own us, but we still have indie cred</title>
		<link>http://itknowledgeexchange.techtarget.com/networkhub/vmware-emc-and-cisco-own-us-but-we-still-have-indie-cred/</link>
		<comments>http://itknowledgeexchange.techtarget.com/networkhub/vmware-emc-and-cisco-own-us-but-we-still-have-indie-cred/#comments</comments>
		<pubDate>Wed, 12 May 2010 17:39:29 +0000</pubDate>
		<dc:creator>Shamus McGillicuddy</dc:creator>
				<category><![CDATA[Cisco]]></category>
		<category><![CDATA[Citrix]]></category>
		<category><![CDATA[data center architecture]]></category>
		<category><![CDATA[Dell]]></category>
		<category><![CDATA[EMC]]></category>
		<category><![CDATA[HP]]></category>
		<category><![CDATA[Hyper V]]></category>
		<category><![CDATA[IBM]]></category>
		<category><![CDATA[Interop]]></category>
		<category><![CDATA[Microsoft]]></category>
		<category><![CDATA[Virtualization]]></category>
		<category><![CDATA[virtualization network]]></category>
		<category><![CDATA[VMware]]></category>
		<category><![CDATA[Xen]]></category>

		<guid isPermaLink="false">http://itknowledgeexchange.techtarget.com/networkhub/?p=1013</guid>
		<description><![CDATA[Carl Eschenbach, EVP of field operations, told IDG News Service that the media is making too much of its strategic alliance with EMC and Cisco Systems. VMware, he says, is an independent infrastructure software vendor that plays nicely with Dell, HP, IBM et al. &#8220;We treat everyone equally,&#8221; he said. VMware, Cisco and EMC formed [...]]]></description>
				<content:encoded><![CDATA[<p>Carl Eschenbach, EVP of field operations, told <a href="http://www.networkworld.com/news/2010/051210-vmware-media-overplaying-our-role.html?fsrc=netflash-rss" target="_blank">IDG News Service</a> that the media is making too much of its strategic alliance with EMC and Cisco Systems. VMware, he says, is an independent infrastructure software vendor that plays nicely with Dell, HP, IBM et al. &#8220;We treat everyone equally,&#8221; he said.</p>
<p>VMware, Cisco and EMC formed the <a href="http://www.vmware.com/company/news/releases/virtual-computing-environment.html" target="_blank">VCE (Virtual Computing Environment) coalition</a> late last year, which introduced the vbBlock Infrastructure Package, a modular data center package that&#8217;s supposed to power cloud computing. It consists of fully integrated and validated bundles of software, servers, storage and network gear.  I guess Eschenbach thinks we, the media, are making too much out of the VCE coalition. But how can you avoid hyping a strategic relationship between the world&#8217;s biggest virtualization vendor, the world&#8217;s biggest storage vendor and the world&#8217;s biggest networking vendor?</p>
<p>And besides, VMware has more than a strategic relationship with these two companies. EMC owns 80% of VMware. In 2007, <a href="http://newsroom.cisco.com/dlls/2007/corp_072707.html" target="_blank">Cisco bought its own stake in the company</a>. Yes, Cisco owns just 1.5% of VMware, but that&#8217;s probably about 100% more of an ownership stake than any VMware customer currently holds.</p>
<p>VMware has done a good job of staying vendor agnostic, which is important since enterprises want to be able to run a hypervisor on whatever hardware they have in their server racks. But tight relationships with partners (and part owners) will continue to be a fact of life. VMware faces some serious competition in the future from Citrix Xen and Microsoft&#8217;s Hyper V. At Interop last month, consultant Jim Metzler, of <a href="http://www.ashtonmetzler.com/" target="_blank">Ashton Metzler &amp; Associates</a>, surveyed attendees by show of hands during a panel session on virtualized application delivery appliances. First he asked attendees whether they were currently VMware shops. Nearly all of them raised their hands. Then he asked them if they expected VMware to be the only hypervisor vendor in their data center two or three years from now. No one raised a hand.</p>
<p>A future is coming where VMware won&#8217;t be the de facto hypervisor in data centers. How will VMware hold onto market share when Microsoft is giving away Hyper V? Advanced and innovative features and functionality is one answer. Another answer is continued strategic partnerships with key vendors, like EMC and Cisco.</p>
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		<title>Consolidation fever in network configuration market</title>
		<link>http://itknowledgeexchange.techtarget.com/networkhub/consolidation-fever-in-network-configuration-market/</link>
		<comments>http://itknowledgeexchange.techtarget.com/networkhub/consolidation-fever-in-network-configuration-market/#comments</comments>
		<pubDate>Tue, 04 May 2010 19:44:54 +0000</pubDate>
		<dc:creator>Shamus McGillicuddy</dc:creator>
				<category><![CDATA[compliance]]></category>
		<category><![CDATA[EMC]]></category>
		<category><![CDATA[Infoblox]]></category>
		<category><![CDATA[mergers & acquisitions]]></category>
		<category><![CDATA[Netcordia]]></category>
		<category><![CDATA[network configuration management]]></category>
		<category><![CDATA[network troubleshooting]]></category>

		<guid isPermaLink="false">http://itknowledgeexchange.techtarget.com/networkhub/consolidation-fever-in-network-configuration-market/</guid>
		<description><![CDATA[NCCM is becoming increasingly popular. Not only have enterprises recognized that NCCM products can help automate networks and reduce network failures. They&#8217;ve also recognized it as a means toward achieving better compliance with industry and government regulations. This morning Netcordia, a highly rated network configuration and change management (NCCM) startup with about 330 customers, was [...]]]></description>
				<content:encoded><![CDATA[<p>NCCM is becoming increasingly popular. Not only have enterprises  recognized that NCCM products can help automate networks and reduce  network failures. They&#8217;ve also <a href="http://searchnetworking.techtarget.com/news/article/0,289142,sid7_gci1510394,00.html" target="_blank">recognized  it as a means toward achieving better compliance</a> with industry and  government regulations.</p>
<p>This morning Netcordia, a highly rated network configuration and change management (NCCM) startup with about 330 customers, was acquired by Infoblox, a leading DDI (DHCP, DNS and IPAM) vendor.</p>
<p>Steve Nye, Infoblox&#8217;s executive VP of product strategy, said he sees the NCCM and DDI markets coming together as enterprises gravitate toward network infrastructure management automation. He said both companies have been trying to solve the same problem: Manual changes to the network are the leading cause of network failures. &#8220;We approach this from the IP address management point of view and Netcordia approaches it from a device configuration point of view.&#8221;</p>
<p>As a result, there has been plenty of M&amp;A activity and consolidation in the NCCM space recently. In addition to the Netcordia-Infoblox deal,  <a href="http://itknowledgeexchange.techtarget.com/networkhub/ibm-to-fold-intelliden-into-tivoli-behemoth/" target="_blank">IBM acquired NCCM vendor Intelliden</a> couple of months ago. And last week EMC announced a <a href="http://www.prnewswire.com/news-releases/emc-arms-customers-with-enhanced-network-and-it-operations-management-solutions-further-driving-their-journey-to-the-private-cloud-92186404.html" target="_blank">deeper integration of its NCCM technology</a>, Ionix Network Configuration Manager (formerly known as Voyence, a company EMC acquired in 2007) with its Ionix for IT Operations Intelligence. This integration essentially enables the product to alert and accelerate troubleshooting when network configuration changes affect network availability and performance.</p>
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		<title>NetApp takes viral YouTube marketing to another level.</title>
		<link>http://itknowledgeexchange.techtarget.com/networkhub/netapp-takes-viral-youtube-marketing-to-another-level/</link>
		<comments>http://itknowledgeexchange.techtarget.com/networkhub/netapp-takes-viral-youtube-marketing-to-another-level/#comments</comments>
		<pubDate>Thu, 26 Feb 2009 21:38:29 +0000</pubDate>
		<dc:creator>Shamus McGillicuddy</dc:creator>
				<category><![CDATA[Add new tag]]></category>
		<category><![CDATA[EMC]]></category>
		<category><![CDATA[Geek culture]]></category>
		<category><![CDATA[NetApp]]></category>
		<category><![CDATA[Storage]]></category>

		<guid isPermaLink="false">http://itknowledgeexchange.techtarget.com/networkhub/?p=406</guid>
		<description><![CDATA[The intersection between geek culture and hip hop has a long, vibrant history and has brought us many cherished pop culture moments. Back in the 1984, there was Reveng of the Nerds. Who can forget the triumphant scene when the boys of Lambda Lambda Lambda clinched a victory at the Adams College homecoming carnival competition [...]]]></description>
				<content:encoded><![CDATA[<p>The intersection between geek culture and hip hop has a long, vibrant history and has brought us many cherished pop culture moments.</p>
<p><a href="http://cdn.ttgtmedia.com/ITKE/uploads/blogs.dir/13/files/2009/02/nerdrap.jpg"><img class="size-medium wp-image-403 alignnone" src="http://cdn.ttgtmedia.com/ITKE/uploads/blogs.dir/13/files/2009/02/nerdrap.jpg" alt="" width="295" height="204" /></a></p>
<p>Back in the 1984, there was <a href="http://www.imdb.com/title/tt0088000/">Reveng of the Nerds</a>. Who can forget the triumphant scene when the boys of Lambda Lambda Lambda clinched a victory at the Adams College homecoming carnival competition by wowing the crowd with a nerd rap with front man Lamar Latrell?</p>
<p><a href="http://cdn.ttgtmedia.com/ITKE/uploads/blogs.dir/13/files/2009/02/printerhate.jpg"><img class="alignnone size-medium wp-image-408" src="http://cdn.ttgtmedia.com/ITKE/uploads/blogs.dir/13/files/2009/02/printerhate.jpg" alt="" width="301" height="199" /></a></p>
<p>Then in 1999, we had <a href="http://www.imdb.com/title/tt0151804/">Office Space</a>. In a brilliant scene that seemed inspired by a John Singleton movie, Peter Gibbons and his co-conspirators gather in an open field with an HP Laserjet printer and let out all their TPS report fury, stomping, smashing and punching the printer into oblivion, all while the rap song &#8220;Still&#8221; by the Geto Boys eggs them on. Also we have the scene earlier in the film where Michael Bolton is stuck in traffic, singing along with another Geto Boys song.</p>
<p>Then two years ago we had Weird Al Yankovic&#8217;s masterful parody &#8220;White &amp; Nerdy,&#8221; featuring a cameo from Donny Osmond.  The scene in the back alley where he buys a VHS bootleg of the Star Wars Holiday Special is priceless.</p>
<p><code>[kml_flashembed movie="http://www.youtube.com/v/XbVtbc_XzrI" width="425" height="350" wmode="transparent" /]</code></p>
<p>As much as I love Weird Al&#8217;s hip hop homage to geek culture, NetApp has taken things to a whole new level. I gotta give a hat tip to Beth Pariseau over at our sister <a href="http://itknowledgeexchange.techtarget.com/storage-soup/emc-netapp-clash-over-vmware/">blog Storage Soup</a> for this one.  In this YouTube clip from NetApp that spoofs the climactic rap battle scene in the film <a href="http://www.imdb.com/title/tt0298203/">8 Mile </a>with Eminem, two rappers, named for storage rivals NetApp and EMC, clash with each other for hip hop storage supremacy, tossing out classic lines like &#8220;It&#8217;s obvious you&#8217;ve got stage fright/Couldn&#8217;t save a text file with a gigabyte.&#8221; It&#8217;s not as funny as some classic moments from the past, but the quality of the rhyming and rapping deserves some special recognition.</p>
<p><code>[kml_flashembed movie="http://www.youtube.com/v/QSsNs6LPqT0" width="425" height="350" wmode="transparent" /]</code></p>
<p><strong>Update</strong>: Amy Kucharik pointed out that any history of the intersection of geek culture and hip hop is incomplete without a reference to nerdcore hip hop master MC Frontalot. And I have to agree. Take a look at this video for &#8220;It is Pitch Black,&#8221; an excellent homage to Zork, the text-based role playing game from the eighties that I have cherished memories of playing on an Apple IIc.</p>
<p><code>[kml_flashembed movie="http://www.youtube.com/v/4nigRT2KmCE" width="425" height="350" wmode="transparent" /]</code></p>
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		<title>Cisco and HP: Data center frenemies now poised for all-out war</title>
		<link>http://itknowledgeexchange.techtarget.com/networkhub/cisco-and-hp-data-center-frenemies-now-poised-for-all-out-war/</link>
		<comments>http://itknowledgeexchange.techtarget.com/networkhub/cisco-and-hp-data-center-frenemies-now-poised-for-all-out-war/#comments</comments>
		<pubDate>Wed, 18 Feb 2009 18:34:05 +0000</pubDate>
		<dc:creator>Shamus McGillicuddy</dc:creator>
				<category><![CDATA[Blue Coat]]></category>
		<category><![CDATA[Cisco]]></category>
		<category><![CDATA[Colubris]]></category>
		<category><![CDATA[DataCenter]]></category>
		<category><![CDATA[EMC]]></category>
		<category><![CDATA[Force10]]></category>
		<category><![CDATA[HP ProCurve]]></category>
		<category><![CDATA[Routing and switching]]></category>
		<category><![CDATA[SolarWinds]]></category>
		<category><![CDATA[Virtualization]]></category>
		<category><![CDATA[VMware]]></category>

		<guid isPermaLink="false">http://itknowledgeexchange.techtarget.com/networkhub/?p=382</guid>
		<description><![CDATA[What would the data center vendor market look like today if Carly Fiorina hadn&#8217;t been ousted as CEO of HP back in 2005? Under her leadership, HP maintained a cozy detente with Cisco. The two mega-companies happily engaged data center customers together.  Cisco sold them switches and routers. HP sold them servers, storage and management [...]]]></description>
				<content:encoded><![CDATA[<p>What would the data center vendor market look like today if <a href="http://money.cnn.com/2005/02/09/technology/hp_fiorina/">Carly Fiorina hadn&#8217;t been ousted as CEO of HP </a>back in 2005? Under her leadership, HP maintained a cozy detente with Cisco. The two mega-companies happily engaged data center customers together.  Cisco sold them switches and routers. HP sold them servers, storage and management software. And HP&#8217;s networking division, ProCurve, was consigned to operate in a relative backwater, carving out a solid niche with a pipeline into the SMB networking market.</p>
<p>Current HP CEO Mark Hurd has changed things up. First he <a href="http://www.procurve.com/news/hp-appoints-marius-haas.htm">named Marius Haas</a>, a rising star at HP who had spent the previous four years overseeing the absorption of HP acquisitions, as ProCurve&#8217;s new senior vice president and general manager. Then Hurd and Haas snapped up the well-regarded wireless LAN vendor Colubris, <a href="http://searchnetworking.techtarget.com/news/article/0,289142,sid7_gci1326066,00.html">giving ProCurve instant WLAN cred</a>. Before the Colubris deal, ProCurve&#8217;s WLAN strategy was built upon an OEM partnership with Motorola.</p>
<p>Word soon came down from above. The incentives that HP had long offered to sales representatives who sold Cisco gear along with HP servers and storage were off the table. ProCurve products were the new priority.</p>
<p>Then last month ProCurve announced its first <a href="http://searchnetworking.techtarget.com/news/article/0,289142,sid7_gci1346105,00.html">purpose-built data center switches</a>. ProCurve executives made it clear while briefing reporters and analysts about these new switches that the incentives HP sales reps had for selling Cisco products were long gone. HP would be bringing the full might of its data center presence to bear on its ProCurve strategy. Enterprises could now expect HP sales engineers to offer packages of HP servers, storage, switches, software and services. Quite a proposition.</p>
<p>Of course, none of this has been happening in a vacuum. Cisco hasn&#8217;t been sitting still. For a couple years now, Cisco has made it clear that it intends to conquer all things data center as well. It has invested more than <a href="http://searchnetworking.techtarget.com/originalContent/0,289142,sid7_gci1296548,00.html">$1 billion in rolling out its new Nexus switch line</a>. It has unleashed a barrage of new data center management software and services, labeled <a href="http://www.cisco.com/en/US/netsol/ns340/ns394/ns224/networking_solutions_packages_list.html">Data Center 3.0</a>. And rumors continue to buzz about &#8220;California,&#8221; Cisco&#8217;s much anticipated <a href="http://gigaom.com/2008/03/21/coming-soon-the-cisco-blade-server/">entry into the blade server market</a>.</p>
<p>So what happens next? It&#8217;s safe to say this battle will result in some acquisitions as each company tries to add some weapons to its arsenal.  Allan Leinwand at GigaOM recently suggested a <a href="http://gigaom.com/2009/02/07/startups-hp-should-buy-to-win-the-war-against-cisco/">whole bunch of acquisition targets for HP</a>.  For instance, he suggested that HP snap up Arista Networks, Blade Network Technologies, or Force10 Networks in order to beef up its 10/100 gigabit Ethernet portfolio. For storage optimization, he suggested someone like DataDomain.  He said HP should expand into WAN optimization and application delivery, by picking up someone like Blue Coat Systems or Zeus Technology. He also suggested HP target one of the emerging cloud computing specialists.</p>
<p>Meanwhile, Ashlee Vance at the New York Times <a href="http://bits.blogs.nytimes.com/2009/02/09/ciscos-cash-hoard-swells-alongside-acquistion-rumors/">blogged that Cisco is hoarding cash</a>, leading many to speculate that a flurry of acquisitions is on the horizon.  Vance says that Cisco CEO John Chambers is looking to strike next in the consumer electronics market with the $30 billion in cash it has on hand right now. But enterprise vendors are also rumored targets. Given Cisco&#8217;s strong investment in expanding its data center footprint, I think it will spend some of that money on vendors who will help it make war on HP. The EMC rumors just won&#8217;t go away, for instance. Last year I heard some whispers that Cisco might make a smaller deal for network management software vendor SolarWinds, but I haven&#8217;t heard much about such a deal lately. I&#8217;ve seen speculation that <a href="http://uk.reuters.com/article/americasDealsNews/idUKTRE51A4C220090212">Cisco might also target VMware</a>, which it already owns a small stake in. That would be a huge deal, but why would EMC sell it? VMware is a big performer for it. Cisco might buy EMC just so it can have VMware, but the price would be steep.</p>
<p>Once the dust settles over the acquisition blitz, what happens next? I just read a great blog post by Christopher Hoff (hat tip to IDC&#8217;s <a href="http://twitter.com/abnerg/status/1223110375">Abner Germanow</a>) which offers a <a href="http://rationalsecurity.typepad.com/blog/2009/02/cisco-is-not-getting-into-the-server-business.html">great overview on where all of this is going</a>. For instance, Cisco isn&#8217;t really getting into the server business, he says.  Instead, the so-called blade server Cisco is rumored to be working on is a natural outgrowth of the convergence of computing, where storage, servers and switches are becoming more tightly integrated into one infrastructure that supports virtualization and cloud computing.  He writes:</p>
<blockquote><p>My point is that what Cisco is building is the natural by-product of converged technologies with an approach that deserves attention.  It *is* unified computing.  It&#8217;s a solution that includes integrated capabilities that otherwise customers would be responsible for piecing together themselves&#8230;and that&#8217;s one of the biggest problems we have with disruptive innovation today: integration.</p></blockquote>
<p>I imagine HP plans to travel down this road as well. Indeed, this should be a very interesting year.</p>
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		<title>Cisco CEO John Chambers puts EMC acquisition rumors to rest</title>
		<link>http://itknowledgeexchange.techtarget.com/networkhub/cisco-ceo-john-chambers-puts-emc-acquisition-rumors-to-rest/</link>
		<comments>http://itknowledgeexchange.techtarget.com/networkhub/cisco-ceo-john-chambers-puts-emc-acquisition-rumors-to-rest/#comments</comments>
		<pubDate>Wed, 25 Jun 2008 04:07:29 +0000</pubDate>
		<dc:creator>Shamus McGillicuddy</dc:creator>
				<category><![CDATA[Cisco]]></category>
		<category><![CDATA[EMC]]></category>
		<category><![CDATA[IT conferences and events]]></category>
		<category><![CDATA[Network]]></category>
		<category><![CDATA[Wireless networking]]></category>

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		<description><![CDATA[Wall Street&#8217;s buzz about a possible Cisco-EMC marriage faded this afternoon when Cisco Systems CEO John Chambers sat down with the press for a round table discussion during his company&#8217;s annual customer conference, Cisco Live. When asked whether Cisco would be acquiring a storage vendor, Chambers immediately shot down the idea, saying he couldln&#8217;t see [...]]]></description>
				<content:encoded><![CDATA[<p>Wall Street&#8217;s buzz about a <a href="http://itknowledgeexchange.techtarget.com/networkhub/wall-street-insiders-float-idea-of-a-cisco-and-emc-merger/">possible Cisco-EMC marriage</a> faded this afternoon when Cisco Systems CEO John Chambers sat down with the press for a round table discussion during his company&#8217;s annual customer conference, Cisco Live. When asked whether Cisco would be acquiring a storage vendor, Chambers immediately shot down the idea, saying he couldln&#8217;t see a way for his company to differentiate itself in the storage hardware market.</p>
<p>&#8220;The margins aren&#8217;t good in storage devices,&#8221; Chambers added. He said prefers more modest acquisitions, companies with a large staff of engineers that&#8217;s about to take a a new product to market, for instance.</p>
<p>Last month, some Wall Street analysts and journalists had speculated that an EMC acquisition by Cisco might make some sense for the company, but it looks like simple wishful thinking at this point.</p>
<p>Chambers also revealed that Cisco is currently evaluating its potential for growth in the consumer technology market. He said Ned Hooper, senior vice president of corporate development and the consumer and small business group, owes him a plan for consumer brand development within the next 12 months.</p>
<p>Chambers said Cisco&#8217;s current consumer play sits at around $3.5 billion ($1 billion in business from its consumer wireless router Linksys brand and $2.5 billion from its Scientific Atlanta set-top box business). He said Hooper, who is known as a merger &amp; acquisition guru at Cisco, is evaluating whether Cisco can push its consumer business to $10 billion.</p>
<p>Since Chambers also revealed that he envisions consumer adoption of Cisco&#8217;s TelePresence technology to take off once the company can offer a $10,000 price point for a home solution, a $10 billion consumer business might not be out of the question.</p>
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		<title>Wall Street insiders float idea of a Cisco and EMC merger</title>
		<link>http://itknowledgeexchange.techtarget.com/networkhub/wall-street-insiders-float-idea-of-a-cisco-and-emc-merger/</link>
		<comments>http://itknowledgeexchange.techtarget.com/networkhub/wall-street-insiders-float-idea-of-a-cisco-and-emc-merger/#comments</comments>
		<pubDate>Tue, 20 May 2008 19:58:59 +0000</pubDate>
		<dc:creator>Shamus McGillicuddy</dc:creator>
				<category><![CDATA[Cisco]]></category>
		<category><![CDATA[EMC]]></category>
		<category><![CDATA[Network]]></category>
		<category><![CDATA[Storage]]></category>
		<category><![CDATA[Technology]]></category>

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		<description><![CDATA[Either it&#8217;s wishful thinking or some keen insight. Yesterday Eric Savitz, the west coast editor of Barron&#8217;s, speculated that Cisco Systems might try to buy storage giant EMC Corp. He wrote that Paul Wick, manager of the Seligman Communications and Information Fund, a tech industry investment fund, told him that Cisco is overdue for a [...]]]></description>
				<content:encoded><![CDATA[<p>Either it&#8217;s wishful thinking or some keen insight. Yesterday Eric Savitz, the west coast editor of Barron&#8217;s, speculated that <a href="http://online.barrons.com/article/SB121098011376800029.html?mod=googlenews_barrons&amp;page=2">Cisco Systems might try to buy storage giant EMC Corp</a>. He wrote that Paul Wick, manager of the Seligman Communications and Information Fund, a tech industry investment fund, told him that Cisco is overdue for a megadeal and that EMC is a perfect target.</p>
<p>A Cisco-EMC deal would probably lead to a big day on Wall Street, so it makes sense that the investment world would float such a rumor. Heck, it might even get the two companies talking. Perhaps Cisco CEO John Chambers and and his EMC counterpart Joseph Tucci read Savitz&#8217;s piece yesterday and have booked a TelePresence chat to toss the idea around.</p>
<p>Regardless of whether Cisco and EMC might take it seriously, many blogs in the tech universe are atwitter about the idea and for good reason. Cisco has $24 billion in cash, which is probably enough to grab EMC, with a market capitalization of around $35.5 billion.</p>
<p>Cisco has made no secret of its interest in transitioning from a networking vendor to an overall IT vendor. Buying EMC would make Cisco the leader in enterprise storage technology. It would also have a controlling interest in EMC software subsidiary VMware, the leader in virtualization, and RSA, EMC&#8217;s powerful security division. Cisco executives speak openly about the company&#8217;s interest in expanding its market position in both the virtualization and security industries. And <a href="http://online.barrons.com/article/SB121098011376800029.html?mod=googlenews_barrons&amp;page=2">Cisco already owns a a 1.5% stake in VMware</a>.</p>
<p>Savitz says his source has no idea if such a deal is even being discussed between the companies, but Cisco has the cash to spend. It has set ambitious growth goals for itself, even though it&#8217;s already the dominant market leader in its core business &#8211; routing and switching. And EMC stock has been stagnant for awhile now (other than a brief boost late last year when VMware had a highly-publicized IPO), much to the consternation of its shareholders. A Cisco deal would no doubt cheer up EMC investors.</p>
<p>The question is &#8211; Is this good for the industry? Investors might like the deal, and it makes a whole lot more sense than a Blockbuster-Circuit City marriage. But how would the merger be handled? Would the world&#8217;s biggest networking company be capable of managing the world&#8217;s biggest storage company? How would a such a deal affect smaller players such as VMware, which has clearly benefited from a hands-off approach by EMC executives? Sometimes $30-to-$40-billion tech industry mergers don&#8217;t work. Just ask Dan Hesse, CEO of Sprint-Nextel.</p>
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