Why IBM should IBM buy EMC? - Computerworld:

It seems that no matter what Tucci does, EMC's stock price remains stuck somewhere between $11 and $15 per share, where has been for the past four years running. EMC may be worth now as much as it ever will be. IBM may see a reason to buy, and EMC may now have a reason to sell -- not because of a lack bright people or great products on either side, but because it's just the way things are.

Some interesting analysis on why IBM should buy EMC - I don't know if it will ever happen - but it makes sense to me..

There's a certain part of me that likes vendor standardization - having the same vendor across the organization, or product, just for the simplicity and lack of finger-pointing when something goes wrong. There's another part of me that would prefer to buy best-of-breed for each layer of the stack.

Some day, I'll get these two desires reconciled...