Dell, EMC, Dell Technologies, Cisco,

Tuesday, August 30, 2016

Can IBM Win The Storage War Against Dell-EMC?

Summary #IBM has announced its new #Storwize all-flash storage portfolio. The move is aimed at grabbing the market share of #Dell / #EMC post merger. The strategy can translate into long-term success for IBM given its software expertise. IBM (NYSE:IBM) has launched its new Storwize all-flash storage portfolio targeted at enterprises that run cloud or cognitive applications and workloads. The company also announced its "Flash In" storage migration program to help enterprises migrate to its all-flash storage platform from the platform of privately held Dell and EMC (NYSE:EMC), the companies that are going to merge this fall. As a result of this mega merger, Dell will be able to focus on the enterprise storage marketplace, an area where EMC enjoys the leadership position. IBM is playing an opportunistic game here. Many people including storage customers are anticipating that a smooth transition toward a unified company isn't something Dell and EMC will experience post merger. IBM's plan is to grab a part of the market share of Dell-EMC via its "Flash In" migration program. I believe this is a rare opportunity for IBM to boost its storage market share and Big Blue is heading in the right direction by targeting cloud or cognitive computing customers.

http://seekingalpha.com/article/4002896-can-ibm-win-storage-war-dell-emc

No comments:

Post a Comment