EMC gathers its cloud assets: Will developers come aboard?

Summary:EMC and VMware plan to aggregate their cloud and big data assets under one virtual organization. Is this a good move?

It looks that EMC has finally admitted it needs a better approach for courting developers and is doing something significant to fix this. No longer will key assets like Greenplum, Pivotal or Spring flounder in a corporate culture dominated by infrastructure thinking and selling. 

Is this a good move? Heck yeah! But they better get their own go-to-market and sales teams.

After months of rumors about a possible spin-out going unaddressed, EMC pulled the trigger today, asking Terry Anderson, their VP of Corporate Communications to put out an official acknowledgement one of it their blogs (a stealthy Investor Relations-centric move) of its plans to aggregate its cloud and big data assets and give them concentrated focus. They didn't officially announce a spin our or even the creation of a new division. Nor did they clearly identify the role, former VMware CEO Paul Maritz will play in this new gathering. But they did clarify what assets would be pushed into this new group:

  1. SpringSource - VMware bought this highly popular Java framework developer in hopes of leveraging it to build a new generation Cloud OS spanning from its vSphere hypervisor up to the Tomcat JVM. Spring had recently launched a Platform as a Service based on this framework, CloudFoundry. VMware, however, had higher priorities around hardening its hypervisor in the wake of strong competition coming from Microsoft and the open source communities and thus ended up starving Spring of the resources needed to fulfill this vision. On top of this, VMware saddled SpringSource with a salesforce that knew how to sell to the infrastructure & operations buyer - not the developer.

    To their credit, however, VMware did advance the PaaS SpringSource had brought into the company, which has become a popular foundation for AppFogActiveStateand others. And the company might still deliver CloudFoundry.com - their own public PaaS offering. VMware also brought together Rabbit MQ, GemFire and Spring assets to form vFabric, a bit of a move towards on-premise PaaS. Spring remains very popular with enterprise developers. With a new lease on life, it should be able to finally build on this and carry these developers into the new era.

  2. Pivotal Labs - This reorganization of assets is being called "The Pivotal Initiative" which certainly suggests the level of importance this social application development environment will play. ThePivotal Tracker may have been the centerpiece EMC was after when they bought this San Francisco-based startup, but its role in this new group will more likely be centered around the role it plays in helping enterprises shift to Agile development and cloud development. If VMware's Socialcast gets added to this mix, it could help EMC play a role in social-enabling applications, something that had grown key for Oracle, Salesforce.com, Microsoft and many others.  

  3. Greenplum - EMC acquired this big data disruptor in hopes of ensuring this hot analytics trend would tie back to (and keep in place) EMC storage assets. However, the company needed a more concerted effort to sell to data scientists, business analysts and data warehouse buyers to make this as successful as hoped. Greenplum has since spun its business model into more focus onHadoop and cloud-based delivery, where the buyer is quickly overlapping with development.

  4. Cetas - VMware bought this big data analytics vendor and caused a lot of head scratching. Sure, big data in the cloud runs on a hypervisor. Sure, big data can be built in Java using the Spring framework. But aren't these just adjacencies? Where's the one-plus-one-equals-three or greater? Pairing Cetas with Greenplum makes much more sense.

  5. Other assets - VMware had already folded Gemfire into Spring and that moves over here too. Beyond that, all EMC is saying is "additional related assets." Could this be assets from Documentum or RSA? Anyone else in the company who knows anything about development and is looking for a fresh start? What about their other floundering cloud-like services - AtmosZimbra, vCloud.com? Rumors are still out there that these last three may just be spun out in yet another new group focused on selling EMC assets and services to hosting providers.

Is this a good move? Heck yeah! But they better get their own go-to-market and sales teams. Combining these R&D teams will allow for some much needed cross collaboration which could result in some powerful combinations and outgrowths. Way too soon to speculate on the end results but this could help EMC play a significant role in cloud development services.

Hopefully this newbusiness unitdivisionspin-off sorry - group will focus on cloud-based delivery and not build its business model around on-premise software license sales. It has a tremendous opportunity to ignore the past and focus on building something truly new for the next generation of cloud-native applications. Here's hoping that's exactly what they will do.

Now we can speculate for the next four months, as the formal announcement of what this is won't come until Q2 2013. 

For thoughts on what this means for the I&O buyer, read Dave Bartoletti's blog about this announcement

-- Dave BartolettiJohn Rymer and Rob Koplowitz contributed to this report.

Topics: EMC, VMWare

About

James Staten is a Vice President and Principal Analyst at Forrester Research, providing insights and best-practice use of emerging infrastructure technology and services trends, including cloud computing (IaaS and public and private clouds), strategic rightsourcing, infrastructure consolidation, and application-specific infrastructure opt... Full Bio

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