We're forgetting some things here...
Firstly, what does the customer want?
The customer will have perceptions around what is best for them and what is not. For example, although HP can offer blades with procurve networking, they may not like HP's approach or they may insist upon remaining a Cisco shop. Another example is where the customer likes the look of a blade vendor, but chooses to maintain a different storage platform.
Secondly, who's going to push the iron?
VARs will sell customers what they want, but they are most likely to lead with products that give them the best chance of success AND the highest margins. Second tier storage companies (Pillar, 3PAR etc.) get to play because they pay the channel better than EMC and NetApp and give the VARs the ability to differentiate themselves from being just vendors.
Thirdly, why blades?
A lot of companies have moved away from blades due to not being able to support the power density in a rack. Blades have some distinct functionality and manageability advantages but I see a lot of companies looking at blades that should instead be looking at regular rack dense servers.
Fourthly, why VMware?
Yes, it's the leader in virtualisation software *today*, but how about Hyper-V? Xen? Virtual Iron? Oracle virtualization? How about the other dozen virtualization technologies that are coming?
Fifthly, the world is full of standards.
What's the inherent value proposition for a customer to acquire server/storage/networking from a single supplier? This article hasn't made the case. There has to be more to this than just a single telephone number to call.
Storage standards - FC, iSCSI, networking standards - 10GbE, GbE, etc means that companies CAN choose products from different vendors and not have to worry about compatibility.
Sixth, EMC selling servers?
Of course , nothing is impossible and if EMC execs can see profit in doing this, they will.
They are a server niche player at best and if any company were to place their bets on a partnership with them, they could be severely limiting their market reach. And why did you add Verari but leave out Rackable?