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."