EMC-BMC Merger Hopes Fade
Monday, March 17th, 2008DISCLAIMER: First, let me make one thing clear … despite my prior position with EMC, I do not have any insider information on what I am about to write below. I am merely observing and analyzing what is obvious to me or to anyone else who has enjoyed long-term, broad market exposure the way I have. Everything below is public knowledge and opinion.
One of the great rumors in the management software business for nearly a decade (maybe longer) is that EMC Corporation and BMC Software would join forces via a “merger.” In almost all cases, what people were actually referring to was an acquisition of BMC by EMC. I steadfastly posit that true mergers are rare and almost all attempts are failures (e.g., Daimler-Chrysler and Bay Networks, both huge disappointments). As the bigger fish, EMC would have taken over BMC, period.