Dave Vellante
Latest from Dave Vellante
BREAKING ANALYSIS
IBM’s acquisition of Red Hat is a pivot to growth, but many questions remain
IBM Corp.’s acquisition of Red Hat Inc. is a blockbuster designed to accelerate the company’s lagging sales. Here’s a first take on what it means for IBM, Red Hat, the ecosystem and customers. Despite strong IT spending, there were storm clouds on the horizon for both IBM and Red Hat: IBM’s strategy generally and its ...
Veritas: the best-kept secret everyone has heard of
Often on theCUBE we have the pleasure of hosting guests who are so knowledgeable that you just want to go back and watch the videos over again. Recently, at the Veritas Vision event in Las Vegas, we had a chance to sit down with just such an individual: Bill Coleman, chief executive of Veritas. Coleman is ...
ANALYSIS
The API economy: DevOps, cloud and infrastructure as code
We’re entering the next wave of cloud. Most chief information officers tell Wikibon: “I can’t simply reshape my business and stuff it into the cloud, rather I need to bring the cloud operating model to my business.” When we analyze the market for emerging cloud models we use Figure 3 from our True Private Cloud ...
CIOs: Don’t rush to AI to solve IT operations management problems
At Friday’s Wikibon Weekly Research Meeting, we discussed applying artificial intelligence and machine learning at the discipline of information technology operations management. But before jumping on the latest trend, we suggest three things that chief information officers should consider before jumping into the hype. For background and summary, let’s review the operations management problems IT ...
Serverless computing: It’s all about functional stateless microservices
In between meeting with customers, crowdchatting with our communities and hosting theCUBE, the research team at Wikibon, owned by the same company as SiliconANGLE, finds time to meet and discuss trends and topics regarding digital business transformation and technology markets. We look at things from the standpoints of business, the Internet of Things, big data, application, cloud ...
Breaking up is hard to do: busting the handcuffs of traditional data storage
Premise The largest and most successful Web companies in the world have proven a new model for managing and scaling a combined architecture of compute and storage. If you’ve heard it once, you’ve heard it a hundred times: “The hyperscale guys don’t use traditional disk arrays.” Giants such as Facebook Inc. and Google Inc. use ...
Oracle’s bandwidth beast: three journeys to the cloud
The battle for the public cloud is intensifying. Choices made by practitioners in the next year will have long-term business consequences. The entrants are well known: AWS, Microsoft, Google, Salesforce, ServiceNow, IBM, Oracle, SAP and a host of others contenders. The benefits to organizations are increased IT economic flexibility and reduced infrastructure constraints. In a ...
Breaking analysis: With upgrade, Infinidat challenges conventional wisdom in flash
When I first heard about Infinidat I put it in the category of FM — “Effing Magic.” At the time, Wikibon analyst David Floyer was shaping the industry’s first prediction of the so-called All-Flash Datacenter. Flash prices were falling faster than those of spinning disk (we think they still are, by the way), and the writing ...
Breaking Analysis: Oracle’s $9B+ acquisition of NetSuite underscores software MegaTrends
Oracle Corp. continued its march to the cloud this week with a $9.3 billion acquisition of NetSuite, Inc. Mainstream media focused most of its coverage on the conflict of interest due to Larry Ellison’s large holdings in both companies, which is noteworthy, but there’s much more to the story, in my view. First, as an Oracle spokesperson said, the ...
SiliconANGLE Media welcomes Peter Burris to the team
It’s been over six years since John Furrier and I first sat down in Palo Alto where we shared a vision for forming and funding a new business model in media. Since then we’ve merged the SiliconANGLE and Wikibon teams together and put our minds and efforts toward revolutionizing the way content is created and shared. ...