Three companies might be affected most by this deal - Cisco, NetApp and Nutanix.<p>Cisco has massive footprint in networking but in compute too (with UCS) in datacenter. But they have been failing a lot w.r.t. storage. Whiptail acquisition backfired, VCE fizzled out. They need storage story for their datacenter products. Now all its main datacenter competitors (HP, IBM, Dell) have their own storage solutions.<p>NetApp for obvious reasons; For NetApp this acquisition should be seen as EMC acquiring Dell, so now EMC comes with full stack solution and not just storage.<p>Nutanix, because their hyper-converged infra is easy to be displaced if Dell&#x2F;EMC&#x2F;VMware or Cisco&#x2F;NetApp&#x2F;? pull things together (not as hyper-converged infra but as compute-network-storage put together from single vendor). However, a while ago, their CEO had pledged allegiance to Dell. So may be there is grander things at work here.<p>Interested in hearing from HN readers!
EMC/Dell merger and it's effects