Dave Vellante
Latest from Dave Vellante
#BigDataSV CrowdChat: Follow the Money
We had an excellent CrowdChat today hosted by @jeffreyfkelly, sponsored by EMC Corporation. It was a preview to our event next week in San Jose that coincides with Strataconf, Hadoopworld and #BigDataWeek. @furrier won the CrowdCaptain award with his setup question on his VC panel next week. He simply asked “what questions should I ask Ping ...
The GE Pivotal Announcement: Rewriting the Rules of Big Data and Internet of Things
GE, the world’s leader in industrial technology and solutions, today plowed $105M into Pivotal, the EMC/VMware spinout. You can read John Furrier’s post for the details of the deal but this in my view represents the next wave in Big Data applications and a huge boon (and possible disruption) to Big Data valuations. This deal ...
Investors Love Amazon AWS – Should CIOs?
Investors have been in love with Amazon this past year, and why not? The company’s market cap has soared to over $120B since it bottomed in 2009 at just over $20B, delivering very attractive returns. Last weekend, the Wall Street Journal published a report citing sources that claim Amazon’s AWS business exceeded $2B in 2012 and will ...
Breaking Analysis: Michael Capellas to Step Down as Chairman of VCE
At EMC’s fall analyst event, Howard Elias, President and COO of EMC’s Global Services organization, quietly dropped a nugget that Michael Capellas was stepping down as the head of the VCE coalition. Surprisingly, other media organizations haven’t written about this. Capellas was brought into right the ship at VCE or Acadia as it was know ...
Breaking Analysis: Amazon’s Glacier is the Titanic of Deep Archives for Corporate CIOs
Beware the Pitfalls of the Glacial Mass[/caption] Amazon’s Glacier is a new service for infrequently accessed data. It is very inexpensive to load data into Glacier and park it there indefinitely but CIOs should use extreme caution before placing their enterprise archives in Glacier. Getting data out of Glacier could be exceedingly expensive. More importantly, ...
Breaking Analysis: EMC Lenovo Deal Expands TAM and Sheds Slow Growth Asset
“The enemy of my enemy is my friend” Chinese (and Arabic) proverb EMC’s announcement that it struck an OEM deal with Lenovo, and will be forming a JV with the Chinese PC maker, signals the next chapter in EMC’s expansion into server markets generally and China specifically. Joe Tucci was in Beijing earlier this morning ...
Breaking Analysis: NetApp Teams with Fusion-io to Compress Time to Market but the Bigger Story is Fusion-io’s Grand Vision To Rule the Storage Stack
NetApp today announced a deal with Fusion-io. Industry news coverage has called this announcement a “mystery,” citing excerpts from the press release as follows: “… working closely with storage industry leader NetApp to provide solutions using server-side flash and caching software products when used in conjunction with the NetApp Virtual Storage Tier. The two companies ...
Wikibon Survey Shows 2012 Really is the Year of Cloud
We’re live at EMC World with #theCube and I’ve been squinting through the recent Wikibon IT Transformation Survey results. Data is still trickling in but we had over 200 Wikibon members take the survey which was designed to get a read on the maturity of customers’ IT transformation initiatives. We’ll be reporting full results but ...
Getting Pumped for Oracle OpenWorld 2011
I’m in San Francisco prepping for the Cube’s second annual broadcast at Oracle OpenWorld. While the world is kind of dissing Ellison’s Sunday keynote, it’s important to remember that Larry usually saves his best for the mid-week slam of the competition. If you can put up with the mega (or should I say Exa-) marketing ...
Ten Realities for IT Service Organizations
There are several infrastructure-related trends we’re watching here at Wikibon that will have direct impacts on IT organizations and service delivery over the next five years. Specifically: #1 The consumerization of IT. CEOs have come to realize that for many organizations, IT in the home is “better” than IT at work. This mindset is ...