Dave Vellante
Latest from Dave Vellante
Larry Ellison Keynote at OpenWorld Throws Competitors and Partners Under the Bus
Tech Boss rips Salesforce.com, Dell, Red Hat, IBM, Netezza, Teradata, EMC and NetApp in his keynote remarks. Quick…what’s worse – being an Oracle competitor or an Oracle partner? Judging from Larry Ellison’s keynote tonight at Oracle OpenWorld 2010 there really isn’t much difference. The message is clear – Oracle is out to compete with everyone ...
Oracle Stacks the Deck with Integrated Hardware and Software: Convenience, Lock-in and Higher Prices
Each year, Oracle takes over San Francisco for a week and showcases its enormity to the world. At 40,000+ attendees, this year’s OpenWorld is bigger than ever and includes the JavaOne developer conference. Indeed, Oracle’s acquisition of Sun Microsystems last year has transformed OpenWorld, while completely altered the landscape of the IT industry. Oracle is ...
Ellison Keynote at Oracle OpenWorld 2010: Cloud Computing, Virtualization and Fusion
If the audience at Oracle OpenWorld 2010 was hoping for fireworks between HP and Oracle they were sadly disappointed. As expected, on Sunday afternoon, HP’s Ann Livermore played true to her always professional and respectful form. Larry Ellison, not surprisingly, avoided any mention of the rift between the two companies over the hiring of X-CEO ...
Storage M&A: IBM Completes Storwize Acquisition – HP Dell and 3PAR Next
I’m at VMworld and the announcement that Storwize is now an IBM company crossed my desk yesterday. I spent about 2 hours with Ed Walsh a few weeks ago reviewing his philosophy, approach and getting some details about Storwize and the history of the company that I didn’t know. In particular, Walsh went deep with ...
Cloud Wars – HP Cloud Strategy – How Dave Donatelli has Changed HP
Last April, Dave Donatelli shocked the storage world by defecting from EMC to join HP. EMC’s savvy lawyers locked him into his non-compete for a year. What a difference a year makes…. At the time of Donatelli’s move, I wrote: So HP just put a storage person in charge of servers and networking. Finally, HP makes ...
Big Data and the Cloud: Why HP and Dell are Fighting Over 3PAR
HP today submitted a proposal to 3PAR to acquire the company for $24 a share, a 33% premium over the offer Dell made last week. This puts the value of 3PAR at nearly $1.6B today — whereas the company’s valuation had never come anywhere close to approaching $1B prior to Dell’s offer. Interestingly, in June, ...
Oracle Sues Google – How Google Tried to End Run Java and Why Oracle’s Lawsuit Has Merit
In a terse press release yesterday released by Oracle, the company announced it is suing Google over patent infringement related to Google’s Android operating system. The release simply cited a statement from spokesperson Karen Tillman as follows: "In developing Android, Google knowingly, directly and repeatedly infringed Oracle’s Java-related intellectual property. This lawsuit seeks appropriate remedies ...
Cisco Strikes Cautious Tone with Q4 2010 Results
Cisco is a bellwether company and a leading indicator of tech market sentiment. It called the recession early and was one of the first companies to call the bottom and forecast strong growth in the first half of 2010. That’s why tracking Cisco’s results are so important, especially in uncertain times. Yesterday, Cisco reported its ...
DataDirect Networks Hires Pappas – Is it Time to Get Serious About this Company?
Back in May, SiliconAngle published a note that Rich Pappas was joining DataDirect Networks (DDN). Last week the company made it official, announcing Pappas has joined the privately held company as VP of OEM and Channel Sales. I know Pappas pretty well. I first met him when he was working with John Ives at Storage ...