However, if EMC goes for this approach, it would have to face the possibility of lowering Clariion prices to Dell's cheap and cheerful levels. More questions: What would be the margin impact on EMC? Would EMC be willing to sacrifice its "world class" sales and support image in order to sell more boxes?
Would Dell customers consider paying EMC prices as an alternative? Which company would take on the role of integration and support? Furthermore, could EMC's complicated storage products be transferred to Dell's Web-only support model?
Clearly, questions like these indicate that, at face value, there are plenty of reasons "for" and "against" a deeper alliance between Dell and EMC. So far, neither company seems to have come to grips with the issues. Until they do, the industry is apt to get conflicting messages.
Jo Maitland, Senior Editor, Byte and Switch http://www.byteandswitch.com
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