Monday, 17 July 2006

EMC Direction

EMC posted their latest figures. So they're quoting double digit revenue growth again (although I couldn't get the figures to show that). My question is; where is EMC going? The latest DMX and Clariion improvements are just that - performance improvements over the existing systems. I don't see anything new here. The software strategy seems to be to purchase lots of technology, but where's the integration piece, where's the consolidated product line? ECC still looks as poor as ever.

So what is the overall strategy? I think it's to be IBM. Shame IBM couldn't hold on to their dominant position in the market. I can see EMC going the same way as people overtake and improve on their core technologies.

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