Dell And EMC

The big news today is about Dell buying EMC. This hits close to home, EMC being a Massachusetts company and employing people I know. It also reminds me of all the people I knew who worked for DEC before it was bought by Compaq, which still seems odder to me than the current merger. But then, DEC was shortsighted in some ways, missing the boat when it came to microcomputers, even more than IBM, which at least grasped things enough to create a market and widely adopted standards. IBM has been seen to varying degrees as the walking dead for decades, yet somehow kept going, even thriving. Then again, installed base creates inelasticity on the way to doom. Just ask COBOL. This is why, in the absence of total annihilation, civilization itself will not collapse absolutely and immediately in the face of many possible disasters. But I digress.

EMC is arguably more focused, robust and nimble than was DEC, and a better fit with Dell than was DEC with Compaq. It could work, until enough of their combined business goes obsolete. We’ll see.

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