Unless you’ve been stuck in a closet or in Belgium for the last few days you already know that Dell has agreed to acquire EqualLogic for the sum of $1.4billion. This has generated a mini-tornado of speculation among industry folk as to what Dell’s true intentions are for EqualLogic’s technology and more importantly (for us at Scale Datacom at least) Eql’s reseller channel.
Some resellers are screaming their intentions to drop EqualLogic immediately and move to a competing vendor. Others are saying publicly that they welcome the new Dell relationship and look forward to a blissful, bump-free ride to incredible wealth and personal fulfillment….I think the real answer lies in the middle.
Looked at from 50,000 feet, this is what I think (and I could be way off):
- Dell likes selling servers
- Dell likes selling VMware
- Dell now owns the #1 virtualized storage platform for VMware
- Servers / VMware / EqualLogic require professional services
- Dell does not have a good professional services story
- Almost every EqualLogic reseller resells and implements VMware
- Dell now has access to a massive professional services group that can implement the entire solution
So, yes, Dell obviously wants EqualLogic’s special sauce (controllers & firmware) to dribble all over their less-than-good PowerVault boxes, but they also want the EqualLogic channel partners to help offer a Dell/VMware/EqualLogic bundle and install it.
Possible alternate ending: cut to 2009…Dell is up and running with the help of Eql’s channel which they then cut loose, sell direct, and do what they’ve always done. Much to dismay of the customers left in the middle.
Only time will tell…