EMC Getting Defensive

EMC confirmed this week that they have no intention of selling or spinning-off VMware. CEO Joe Tucci said, “We have no intentions of separating these two companies.” Could this be a defensive move to fend of an acquisition attempt by Cisco? Or are they simply attempting to drive up the purchase price? Cisco needs more than simply blades to dominate the datacenter and EMC has many of the pieces they seek; storage, security, management, and more. Look for increased posturing on both sides as M&A is sure to heat up on multiple fronts.


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