EMC was in talks with HPE before deciding to merge with Dell. The next logical player would be Cisco. A merger with Oracle doesn’t sound likely but isn’t outsid

EMC was in talks with HPE before deciding to merge with Dell. The next logical player would be Cisco. A merger with Oracle doesn’t sound likely but isn’t outside the realm of possibility. HPE is a more complex acquisition now since they’ve started pouring more investment into supercomputing, which heavily depends on getting a few good long term deals. They’re no longer a pure infrastructure play. But if someone buys HP it shouldn’t have any effect on HPE. These are separate topics.