Many customers won't abandon EMC so easily, citing impeccable service.

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The insider says that Yanai believes that EMC doesn't need Clariion.

FORBES: What's eating EMC?

In October Tucci struck a reseller deal to sell Clariion through Dell, reckoning that Dell can do what EMC's sales force couldn't.

FORBES: What's eating EMC?

Products aren't the only things that may be changing at EMC.

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"It's been common knowledge over the years that if Moshe didn't endorse something, the sales guys wouldn't push it, "says Steve Duplessie, a former EMC sales rep who now runs a research company that follows EMC.

FORBES: What's eating EMC?

During EMC's conference call Chief Executive JosephTucciJoseph Tucci said he hasn't seen a "material or abnormal" drop in deals in the third quarter.

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But RSA, the security division of EMC, says 220 companies, including Target, Sears, Macy's, Sprint, T-Mobile and 14 of the 20 largest U.S. financial institutions, use its "knowledge-based authentication" (KBA) service and that it has a "false failure" rate (meaning folks flunking on erroneous public info) of less than 5%.

FORBES: Magazine Article