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	<title>Comments on: A Few Quick Thoughts on the VCE Coalition Announcement</title>
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	<description>Independent Experts United</description>
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		<title>By: JennyMack</title>
		<link>http://gestaltit.com/all/tech/storage/scott/a-few-quick-thoughts-on-the-vce-coalition-announcement/comment-page-1/#comment-611</link>
		<dc:creator>JennyMack</dc:creator>
		<pubDate>Wed, 04 Nov 2009 23:48:48 +0000</pubDate>
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		<description>Hi Scott,&lt;br&gt;&lt;br&gt;I&#039;m inclined to agree that VMware has the most to lose here if things go awry. Thanks for sharing your thoughts on the announcement; enjoyed the read!&lt;br&gt;&lt;br&gt;Jenny</description>
		<content:encoded><![CDATA[<p>Hi Scott,</p>
<p>I&#39;m inclined to agree that VMware has the most to lose here if things go awry. Thanks for sharing your thoughts on the announcement; enjoyed the read!</p>
<p>Jenny</p>
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		<title>By: JennyMack</title>
		<link>http://gestaltit.com/all/tech/storage/scott/a-few-quick-thoughts-on-the-vce-coalition-announcement/comment-page-1/#comment-111</link>
		<dc:creator>JennyMack</dc:creator>
		<pubDate>Wed, 04 Nov 2009 18:48:48 +0000</pubDate>
		<guid isPermaLink="false">http://blog.scottlowe.org/?p=1724#comment-111</guid>
		<description>Hi Scott,&lt;br&gt;&lt;br&gt;I&#039;m inclined to agree that VMware has the most to lose here if things go awry. Thanks for sharing your thoughts on the announcement; enjoyed the read!&lt;br&gt;&lt;br&gt;Jenny</description>
		<content:encoded><![CDATA[<p>Hi Scott,</p>
<p>I&#39;m inclined to agree that VMware has the most to lose here if things go awry. Thanks for sharing your thoughts on the announcement; enjoyed the read!</p>
<p>Jenny</p>
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		<title>By: davemartinez</title>
		<link>http://gestaltit.com/all/tech/storage/scott/a-few-quick-thoughts-on-the-vce-coalition-announcement/comment-page-1/#comment-109</link>
		<dc:creator>davemartinez</dc:creator>
		<pubDate>Tue, 03 Nov 2009 16:59:26 +0000</pubDate>
		<guid isPermaLink="false">http://blog.scottlowe.org/?p=1724#comment-109</guid>
		<description>Scott, I think you are right on when it comes to the benefits and pitfalls for the big 5 who will be effected here (EMC, Cisco, VMWare, HP, IBM).  For EMC this is a no brainer, the only relationship they would have to worry about might be Dell and that&#039;s well past over.  I think Cisco has a potential loss if UCS flops.  They have Vista-like excitement and marketing going into UCS.  If it doesn&#039;t become a hit (and they will need some decent market share for it to be a hit) I think it could be a huge black eye.  However, I don&#039;t think that black eye really will effect anyone&#039;s perception of Cisco&#039;s core products or value.  You are right on with VMWare.  While they are the smallest of the three partners in VCE (they even get last billing) they have ongoing HP and IBM relationships.  VMWare has the most to lose, but I don&#039;t think they have enough skin in the game to truly tick off HP and IBM to the point where they turn to MS.&lt;br&gt;&lt;br&gt;On the positive side of things, I think VCE has the potential to grow some legs and become the big enterprise cloud legitimacy that everyone has been waiting for.  While anyone can create this solution on their own (with any other parts they want) I think the reputation of these three companies together is enough to get a number of companies to try VCE , who would not even dare to piece this together on their own.</description>
		<content:encoded><![CDATA[<p>Scott, I think you are right on when it comes to the benefits and pitfalls for the big 5 who will be effected here (EMC, Cisco, VMWare, HP, IBM).  For EMC this is a no brainer, the only relationship they would have to worry about might be Dell and that&#39;s well past over.  I think Cisco has a potential loss if UCS flops.  They have Vista-like excitement and marketing going into UCS.  If it doesn&#39;t become a hit (and they will need some decent market share for it to be a hit) I think it could be a huge black eye.  However, I don&#39;t think that black eye really will effect anyone&#39;s perception of Cisco&#39;s core products or value.  You are right on with VMWare.  While they are the smallest of the three partners in VCE (they even get last billing) they have ongoing HP and IBM relationships.  VMWare has the most to lose, but I don&#39;t think they have enough skin in the game to truly tick off HP and IBM to the point where they turn to MS.</p>
<p>On the positive side of things, I think VCE has the potential to grow some legs and become the big enterprise cloud legitimacy that everyone has been waiting for.  While anyone can create this solution on their own (with any other parts they want) I think the reputation of these three companies together is enough to get a number of companies to try VCE , who would not even dare to piece this together on their own.</p>
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