Posts Tagged Google
My Wall Street buds are convinced EMC is going to be acquired by Cisco. I alluded to the possibility of an EMC merger in this post and started to develop a scenario as to why it’s inevitable. While I think it’s quite possible I don’t think it’s as much a fait accomplis as do some and I think it makes less sense than I originally thought, especially from the buyers’ perspective.
Scenario for why EMC may be acquired
I’m sure by now you’ve all at least skimmed the Berkeley paper that came out earlier last month, Above the Clouds: A Berkeley View of Cloud Computing. Pretty much everyone I’ve talked to that’s read it agrees it’s an excellent piece of work– but the marketing guys are a bit unnerved with some of the language in the paper. They’ve mobilized the mindshare troops and are trying to advance the discussion to include their perspectives. At issue is the following statement in the paper: