They can take the Lenovo platform and stick that in theirs, versus buying one from Super Micro, he said.

EMC and Lenovo also plan to bring in products from EMC's Iomega business into a new joint venture that will provide Network Attached Storage (NAS) systems to small and medium businesses (SMB) and distributed enterprise sites.

"The Iomega division hasn't generated much news since EMC acquired it," Wang wrote. "Positioned in the low-end market, there was little synergy to leverage EMC's high-end storage lines. The [EMC-Lenovo joint venture] will not only help Lenovo at the entry level of the market and with 'know-how' in the storage market, but will also help EMC spin off the Iomega division to focus more on key competitors."

Over the past two years, EMC has shifted its focus onto the server market, first through its "Project Lightning", which involved selling PCIe flash cards to accelerate server performance, then by to create the Virtual Computing Environment (VCE) alliance, which sells Vblock.