Dark Reading is part of the Informa Tech Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them.Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.


07:03 PM
Terry Sweeney
Terry Sweeney
Connect Directly

Partners That Compete

I know cooperative competition is supposed to be a cornerstone of business today. Still, I have to wonder how much further down the path to recovery will Dell get before its primary storage partner EMC complains?

I know cooperative competition is supposed to be a cornerstone of business today. Still, I have to wonder how much further down the path to recovery will Dell get before its primary storage partner EMC complains?Dell raised an eyebrow or two when it paid $1.4 billion for iSCSI vendor EqualLogic last fall. After all, wasn't that redundant to a lot of what Dell and EMC jointly marketed? No, according to Dell execs, who emphasize the differences between the Dell/EMC line (better for cost-conscious Fibre Channel users) and the EqualLogic gear (for mid-range iSCSI customers looking to add virtualization).

Flash forward to today's M&A news where, among other deals, Dell said it will buy MessageOne, an e-mail archiving service provider, for $155 million. CDP vendor Atempo and storage resource management company TeraCloud also bought smaller e-mail archiving companies today, in separate deals.

So everybody's diving into the e-mail archiving pool, with Dell adding its voice to the growing chorus of those who believe software as a service (SaaS) is a smart business to be in. While this take on today's events tries to spin this as Dell's attempt to compete with Google and its newly revamped Postini services, that's not the whole story. MessageOne's customer base is mostly small and midsize businesses and it also competes with Microsoft, MessageLabs, and Yahoo's Zimbra unit.

And while not specifically geared to e-mail, recall that barely three weeks ago, EMC launched its Mozy Enterprise service for online backup of desktops, laptops, and servers.

In other words, another place for Dell and EMC to step on each other's toes.

The good news is, they have another three years before their partnership expires to find a way to cooperate and compete. Analysts point to what a powerful distribution arm Dell is for EMC's gear, and they say EMC will tread lightly so as not to disrupt the goodwill there.

Since Dell's got the cash and the will to make more acquisitions, it will be interesting to see what it buys next. A virtualization company to compete with VMware, or maybe a data life cycle management startup? Nothing's off the table, apparently, in this era of co-opetition.

Comment  | 
Print  | 
More Insights
Newest First  |  Oldest First  |  Threaded View
Ransomware Is Not the Problem
Adam Shostack, Consultant, Entrepreneur, Technologist, Game Designer,  6/9/2021
How Can I Test the Security of My Home-Office Employees' Routers?
John Bock, Senior Research Scientist,  6/7/2021
New Ransomware Group Claiming Connection to REvil Gang Surfaces
Jai Vijayan, Contributing Writer,  6/10/2021
Register for Dark Reading Newsletters
White Papers
Cartoon Contest
Write a Caption, Win an Amazon Gift Card! Click Here
Latest Comment: Zero Trust doesn't have to break your budget!
Current Issue
The State of Cybersecurity Incident Response
In this report learn how enterprises are building their incident response teams and processes, how they research potential compromises, how they respond to new breaches, and what tools and processes they use to remediate problems and improve their cyber defenses for the future.
Flash Poll
Twitter Feed
Dark Reading - Bug Report
Bug Report
Enterprise Vulnerabilities
From DHS/US-CERT's National Vulnerability Database
PUBLISHED: 2021-06-17
A local file inclusion vulnerability was discovered in the captcha function in Monstra 3.0.4 which allows remote attackers to execute arbitrary PHP code.
PUBLISHED: 2021-06-17
An Out-of-Bounds Read was discovered in arch/arm/mach-footbridge/personal-pci.c in the Linux kernel through 5.12.11 because of the lack of a check for a value that shouldn't be negative, e.g., access to element -2 of an array, aka CID-298a58e165e4.
PUBLISHED: 2021-06-17
Affected versions of Octopus Server are prone to an authenticated SQL injection vulnerability in the Events REST API because user supplied data in the API request isn’t parameterised correctly. Exploiting this vulnerability could allow unauthorised access to database tables.
PUBLISHED: 2021-06-17
Quassel through 0.13.1, when --require-ssl is enabled, launches without SSL or TLS support if a usable X.509 certificate is not found on the local system.
PUBLISHED: 2021-06-17
A use-after-free issue exists in the DGN file-reading procedure in the Drawings SDK (All versions prior to 2022.4) resulting from the lack of proper validation of user-supplied data. This can result in a memory corruption or arbitrary code execution, allowing attackers to cause a denial-of-service c...