In case you haven’t heard yet, there are some big changes coming at EMC. Earlier this week, in a joint announcement (via blog posts)with VMware, the companies said that they would be pooling assets to form Pivotal Initiative. You need to read about it , and then come back to this post. I’m going to tell you what others are saying about the big change and what it might mean to you, the Documentum professional.
First and foremost, and what’s hard to dispute, is that EMC, via Pivotal Initiative, is getting further into databases and software development. Big boss Joe Tucci seems to understand that Big Data technologies are going to replace (or at least become more prevalent) than the Oracle and SQL of yesteryear (Oracle is more than 30 years old) and that almost everything is moving to the cloud. (I’ve already written that Documentum will become a SaaS- based.)
EMC isn’t just saying that Cloud is transforming IT and that Big Data is transforming Business, they are also walking the walk.
And, perhaps just a significantly, much of what Pivotal Initiative will have to offer, is Open Source, another interesting move for EMC. (Kudos to the team at Greenplum for this.)
As time goes, you might begin to hear rumors that Documentum will leave EMC’s core business and that IIG will move to Pivotal Initiative.(Some analysts are already hinting at it.) At this point, I don’t see any reason to believe that this will happen in the short term. I could be wrong, of course, but Rick Devenuti and his team have worked too hard to win back the confidence of their customers, and a move to a new business unit might be disruptive in a bad way. Why risk it?
When NGIS finally arrives in 2014 and Paul Maritz (of VMware fame) has built Pivotal Initiative into an Industry leader, the move would be more likely to be embraced by IIG’s customers. There’s one other reason I don’t think IIG will move to Pivotal right away; the joint venture has announced its probable employee count and IIG’s team would cause overflow in a big way.
So, when the Bozo’s start gossiping, listen if you want, but don’t let what they say sway your thinking.
I do have one other thing to predict, but I’m not going to post on it until next week, unless someone can guess what it is.
I’m all ears!
Oh, and if anyone from IIG management wants to comment, I’m (virginia@BrilliantLeap.com) all ears