Prediction: VMware competitors will cash in on the heels of Dell/EMC merger

Fusion say Dell and EMC $ 67 B is large and complex is an understatement. Dell borrow most of the money needed to complete the transaction.
A component of the transaction requires Dell to issue follow VMware shares to existing shareholders EMC. As a result, Dell will have a 40% stake in VMware without losing voting control of the company. Customers and the market are wondering about the long-term impacts Dell VMware control.
I reached out to understand how VMware customers can benefit from the new relationship with Dell. A VMware spokesman responded: "It is important to note that VMware will continue executing its mission of delivering value to customers across the computing, networking and storage software solutions defined with its clouds, offers mobile and desktop does not change. . "
Stu Miniman, Senior Research Contributing Wikibon said: "Overall, the agreement has no immediate impact on VMware" I agree -. But that makes the short-term impact. three main areas that plan may affect the ecosystem of VMware.
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VMware has always sought to diversify beyond the hypervisor. Competitors like Nutanix and Scale Computing began to fulfill the promise of open source solutions like KVM code. Nutanix both scale and provide solutions that manage virtual machines running on KVM. Customers have figured out how to virtualize applications KVM summit be a very good experience. In addition, as Larry Dignan of ZDNet, Microsoft Hyper-V provides an additional option shown. VMware continued to dominate due to environmental features such as HA and DRS company.
Mismatch between VMware and Dell directly on the hypervisor, but it's hard to ignore relations with VMware Dell's competitors; the relationship is visible having Nutanix. Dell sells a brand of hyper infrastructure solution (HCI) Nutanix converged. VMware sells EVO: RAIL which competes directly with Nutanix. Today, Dell sells both EVO: RAIL and Nutanix HCl solution; it would make sense for Dell to focus on selling EVO: RAIL Nutanix Nutanix or let the entire agreement expires.

1. Storage

I always thought that VMware continues to add features to their storage products. VMware has the potential to be damaging to the server x86 SAN. Disruption would be at the cost of EMC's parents or soon-to-be parents Dell. One need not go beyond Nutanix to see the potential of this market. From the perspective of maturity, I compare the Nutanix solution and offers midrange storage Dell EMC. Speaking with Nutanix Solutions Architect, he says he has never lost a contract high-end range of EMC VMAX. The point is I do not think VMware to move the boat to one of the companies based storage EMC and Dell

2. Newtwork

Dell has been very active in the market for the switching of the white box. In the past, Dell has partnered with providers of software solutions for network management as defined by VMware and clusters. One of the first marketing messages about VMware NSX solution was the ability to use networking products such as Dell unlabelled product. NSX provides network intelligence and network services based on standard hardware.
I've always wondered what GM Martin Casado Red VMware VMware could create if purchased from a supplier of network equipment. The new relationship with Dell may be the closest to the industry sees a network device VMware brand. Dell looking product roadmap for future alliances with suppliers as Arista Networks.

3. Conclusion

I think VMware's competitors to take advantage of the uncertainty that comes from any large merger. I agree with the assessment of the merger Miniman EMC and Dell have any impact VMware directly. I think it's an opportunity to review its technology in VMware technologies.
It is possible that Dell can simply buy the remaining part of VMware sometime. Dell said it intends to increase its stake in VMware in the coming years. If this happens, there will be major changes in the industry products and VMware virtualization in general.