Re: HP + Cisco + Dell != Software
Most all of your posts berate on VMware to some level. The Reg could be talking about unicorns, and you seem to bring up Vmware and crap on them. It's quite amusing.
HPE used to have a great software division. Of course, they let it languish and die. I've always joked over the last decade or so, "HP, where software goes to die."
Dell, with the acquisition of EMC, has now grown their software portfolio tremendously. If you thought EMC was a storage company, think again. They themselves had to admit moving to HCI, software defined this and that, etc. But they have a long way to go, to gain trust, and the Dell selling machine isn't quite up to speed on this talk tract.
Cisco? Cisco has HUGE potential to rule the coop if they could integrate or build a best of breed set of apps based on their acquisitions. Who's taking marketshare? NSX from VMmware... Cisco just doesn't seem nimble in changing direction, and still thinks custom ASIC's are the way to go (much like HPE and 3Par).