The real prize from the EMC Dell deal is the associated purchase of VMware, Inc. Analysts from all over the globe predict everything from utter VMware destruction to VMware as a cash-producing Wunderkind. They’re all wrong.
Many, including HP CEO Meg Whitman, have predicted chaos for Dell as it integrates EMC into its current offerings. Some have gone so far as to say that Dell will destroy VMware. I don’t believe that Dell will destroy VMware, nor do I think that Dell will extract all the profit out of it to fund Dell’s dreams.