Although the merger isn't yet complete, EMC will become part of Dell in the year to come. Those are two impact players in the HP enterprise arena, fierce HP rivals as well as providers of gear in HP shops both migrated and homesteading. The biggest impact on HP 3000 customers might come not from either of these companies, though, but from a subsidiary. VMware, which is powering a significant number of virtualized environments, is 80 percent owned by EMC.
That makes Dell the primary owner of the most popular virtualization provider in the industry. In the wake of the merger announcement, consultants, developers and vendors from the community have looked to the future of Dell's VMware ownership. Even a possible impact on cloud computing has come up for discussion.
"Whoever owns VMware next could control and own the future of the cloud," goes the proposition of the new VMware ownership. VMware has certainly promoted its new efforts into cloud computing. But that doesn't make the vendor a controlling force in cloud computing.
The three pillars of cloud computing, according to cloud ERP provider Plex, are elasticity, efficiency, and cloud as a service. VMware is only a backbone for such cloud offerings. The actual cloud applications use a range of backbones. The most common one is Xen, used by Amazon Web Services. HP dropped out of the public cloud business earlier this year, facing losses while going up against Amazon and others.
However, corporate enterprise IT may include clouds on VMware. A VMware-based one might run on an internal security zone not visible to the Internet. Another style can be based on OpenStack, visible to the Internet.
"Dell owning 80 percent of VMware is a huge deal," says Gavin Scott, a developer and a veteran of decades on MPE/iX and former SIG-Java chairman. "But it's not because of clouds. It might actually be bad for VMware because it will push Dell's competitors to look at other solutions. VMware is crazy expensive, so customers may be quite happy to be led to other vendors' doorsteps."
"VMware is like Oracle," Scott told us. "The most expensive way to solve the problem. But it also has the most features and functionality and is a 'safe' choice."
"I think a lot of VPs of IT like to think they're trendy by having their own "cloud," and at that point the term is relatively meaningless."