Dave Vellante
Latest from Dave Vellante
Hot Cloud Companies: Could NetApp be Undervalued?
NetApp’s market cap closed up over $17B today. That’s an increase of 21.4% in 30 days. Could NetApp possibly be undervalued? In the storage battles, NetApp is the young kid on the block that won’t back down to the big bully– uh that would be EMC folks. After I read How to Castrate a Bull ...
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 ...
Cloud Apps are Moving Beyond Just Nice to Have
Earlier this year we published results from a major research initiative trying to understand the impact of Google Apps on traditional on-premise deployment models. On a high level, key findings of that research indicate that: Google Apps is becoming a major contributor to organizations looking for next-generation collaborative software. The cost of Google Apps deployments ...
Private Cloud Stack Wars – Action Heating Up
There’s been a lot of talk these days about “Stack Wars.” The enterprise stack refers to the combination of hardware, software and services intellectual property (IP) that is owned by a specific competitor. Oracle’s acquisition of Sun, HP’s moves to acquire EDS, 3Com and Palm and IBM’s acquisitions over the years (e.g. Lotus, PWC, Cognos, ...
The Future of SAP: Simplicity, Integration and Partnerships
It’s easy to criticize SAP these days. SAP is not a high flying growth stock anymore, it’s had some visible executive departures and users complain about the complexity, cost and lack of flexibility of its products. What’s more, SaaS competitors like NetSuite and Salesforce are licking their chops at SAP’s installed base. The company faces ...