Dell / EMC Merger - Video Surveillance Impact

Dell and EMC are expected to merge. What, if any impact do you foresee on the video surveillance market?

Dell is spending ~$65 billion on EMC.

Some general pro and con claims of the deal:

"Mr. Dell and his counterpart at EMC, Joe Tucci, argue that sticking with the one-stop-shop business model would help it draw corporate customers eager to buy servers."

"EMC itself has been criticized by investors for its so-called “federation,” a collection of businesses that range from data storage to networking to content management, though its management has largely rebuffed calls for a total breakup of the company."

Btw, in a bit of irony, the same hedge fund that is blocking the delisting of Axis is also a factor here:

"Since last year, EMC has been under significant pressure from Elliott Management, a $27 billion hedge fund with a track record of shaking up tech companies that it believes are underperforming."

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* *** ***** *** ******** ********** **** *** ****** ** merged **** *** * **** **** ***. *** ** ***'* use **** *** *****'* *** **** ******** ******* ** **** products ** *** **** ** *** ***** ****** *** ******** viewing ********.

**** *********** ********* *** ***** *****. * ******* ** ***** **** ******* the **********.

**** * ***** **** "****. ***. **. *****. ***** **** ****** *** *** ******* Dead", *** **** ** ** *** ***** ** ** ********. After *********** ***** *********, *** ****** ********, "*** **** ** *** ***, **, ***, ****, *** ***** are ******."

** **** *****'* ********, **** *** ***** '*******' *** *** surveillance ******** ** ****** ************, ** *** ***** ** *** mainstream ***** ***** ** **** ****** ****.

*** ****** ***** ** ** ** **** ******** ** *** video ************ ******* ***** **** *** ****** ***** *** *** should ****** ** ****. ****** ** *** **** '**********' ********** speaking *** **** ***** *** * ******** ** *** ******* storage ******, ******* $***+ ******* **********. ** **** ***, * see ****, **, ***, ***. ***** ***** ***** ****** / storage ********* *** ************ *** ***** ** ****.

**** ***** ****** *** ************ ** *** ****** ******** *** not ********. ***** ** ***** ***** ******* *** *** *** storage ***** **** ****** ** ***** ******* ********* *** ************ projects. * ***** ** *** **** **** **** **** ***** this ************.

*********** *******:*** ****’* **** *********** ***** ****** *** $** ******* *** Deal

***/***: **** ** ************ *** ******** **** **.

* *** *** ********:

*** ** ****, "**** *** * *** **** ** $*** *******, ******** **** a $*** ******* **** ** *** ********** ****** * **** earlier. ******* *** **** ****, ******* ** $**.* ******* ** the ****** *** ******, **** $**.* ******* ** *** ****-******* period. *** *******’* ***** ****** — ** ******* ***** *** costs ******* ** ****** *** ******** *** ********** *** ********, expressed ** ********** ** ******* — ******** ** **.* ******* in *** ***** *** ****** ** *** **** ****** ****** year, **** ** ******* ** *** **** ****** ** *** previous ****** ****."

"******** **** ** ****** * **** ** *** ****** *********, it ** ********** ******** **** ***** **** *** **********. *****, the $*** ******* ********* ** *** ***** *** ****** ** the ****** ****** **** ** **** ***** *** $*.** ******* recorded ** *** **** ****** * **** *******. *** ** the ****** ******, **** ******* ** **** ******** **** **** out ** ******* **** ** ***** ** **** ** ******, such ** ** ******** *** ********* ** *** **** *******."

*** *** **** **** **** ******? **** **** **** **** other ****?

*** ******* ******** **** **** ***** ************ :)

******* *** ******** ** **** ** ****** ** ****. **** is * **** **** ** ** ******** **** *** ***** to *** ******.... *** ***** **.

*****'* ***** * *** ******** **** (*** *** ******** ** general) ***** *** '**** ** *** ******' *** ***** * can't ******* ** *** ****** (*'* ** *** ********), * will *** **** *** ***** **** $ ***** ** ******* into **** ***** ************ ************* (**** **, *** ******* **** isn't * ********* **** **** ***** '********' *** ******** ** using *** ***) **** **** **** ** *** ******* ***'* make ** ****** *******. *******, **** ******** ********* ** ****.

** ** *** '*****' ****** ** *** ** ***** ***** IT *********, * ***** ** **** ******* ****** **** ***** is * ***** ***** ** ** **** **** **** *** of ***** ************ *** **** *** ** '** *******' **********. Again, * ***'* ******* ** ******** **** *******, *** *** EMC's ****, ** **** *********** *** ********** **** ******** *********** this ****, ******* *** ********* *** ******* **** *** *********** lines ** ********. *'* *** ****** **** *** ** ***** large ********* *** *** ****** ** **, *** * ***** that ********* ***** ********* *** '******* ****' ** * ***** dramatic.

"* ***** **** ********* ***** ********* *** '******* ****' ** a ***** ********."

** ********, **** ******* ** ******* ***** ***** ********* ** the ******* ** ****** *******. * ***** ***** **'* ******** overstated *** ** *** *** ******** ** ***** ************, * very **** ****** ** ******* ** ********.

"* **** *** **** *** ***** **** $ ***** ** storage **** **** ***** ************ ************* (**** **, *** ******* sale ***'* * ********* **** **** ***** '********' *** ******** is ***** *** ***) **** **** **** ** *** ******* VMS's **** ** ****** *******."

****, *** ********* **** ******* *** ******* ******** ** **+% gross *******. *** ** ******* ******** ** *** *** ***** margins *** **** ****** *** ****. **'* ****** **** ** meaningfully ******* *** ***.

* ***'* ******** ** * ***** *** **** ******* ** IPVM ** ***,

*** *** '***** ****' ******** ******* ** ******' ******** *** profits

*** **'* * **** *** ** *** ********* ************* ** the ***** ******** ******, *** * ***'* ***** *** *** from *** ********* ******** (********, *******, ******** *** ***** **** peripherals...).

* ** **** ** *** ******** *** ** ******** ******* is **** **** **** ***** *** **** ******** ** *** surveillance ******. ** *** **** ******, **** *** *** ***** jointly ** **** ** ***** * **** ********** ***-*** ******** for *** ************ ****** **** ** ************ ****** ** *** Datacenter. #* ************** ********, ******* *** #* ******* ******* ********* can't ** * *** ***** *** ********* *** ********.

**** **** ***** ************ *** **** **********...? **** ****. * have *** ** **** ** * *** **** ** ***** manufacturer's ***** *** *** **** **** ********** *** ***** ** the ******** ******; **** **** ******** ******** *** ************ **** the ** ******. *'* *** ****** ** ***'* ** ****. What * ** ****** ** ***** *** **** ****** ** any ******** ****** ********** ******** ***** ** *** ******** ******,**** ***** *****, *** ************** ***** ****** ** **** ***** ***** *** *** ** articulate *** **** *** ** *** ** *** ******* **** are *******.

****, *** ****** ***** *** **** ** **** **** ** EMC. ** **** ***** * *** ** **** ********** **** the ************ ******. *** **** ** ** ** ******** ** the ******. ** *** ******* ** ******** *** **** ****, validated *** ******** ************ ******* ********.

* ***** ********** **** **** *** ******** ** ***. * would **** ****** *** ****** **** ** ***** **** **********, because * **** ***** ****** ** ******** ** **. **** thing * *** *** * ******* ******** **** **** **** talked *** ** ******* *** ************, *** *** **% ***** and **** ****** ******** ******* ********* ***** *** ** *** better. ***** ******* ** *** ** ** ** ***** *** aimed **** ******* ******** *** **** ******** ******. *** ****** anyone ***** **** $*** ** **** ** * ******* ******, they *** ***** ** *** ** ** ***** ********* ***** first *** **** *** ***** ** **** *******, *** ********* fluff, ** ******* *** ****.

******, **** ** **** *** *** ******* *** *** ** an ***********, ******* ******* ******** ***** ** **********.

****, ***** ********. ** ********* ******* **** ** ********* ******** reference *************, ****** ********** *** ************** ****** *** *** *** VMS *********. ** **** *********'* *** ******* ******* ** ****. These ********* *** *** ********* *** *** **** ********. ** also **** * ********* ************ **** ***** ** **** ********* that ****** **** ******* ** **** ** ********** ******* ** virtualized *** ***-*********** ************. ** **** ********* ****** ***** *** quoting ************ ******* ***** ** **** *********** *******. ** ***** a ************ *** **** ** ****. ** **** **** ***** this ******* *** **** ** ***** *** * ***** *** we *** *** **** ******** *** ************ ******* *************. ** also ****** **** *,*** ******* *** *.*** **** ** **** this ****.

* **** **** *****. ****** **** **** ** ******* ** directly ** *** ***** **** ******* ***********. ***.*****@***.***

"** ********* ******* **** ** ********* ******** ********* *************, ****** guidelines *** ************** ****** *** *** *** *** ********"

**** ** *****?

****. * *** *** **** ** ** **** **** ** put *****. * *** *** **** ** **** ** ***** a ******** **********.

****://***.***.***/*******/*****-************-*******-*******-***********.***

****** ******** ** **** ****** ***** ** **** ** * commercial, *** ****.