Dave Vellante
Latest from Dave Vellante
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 ...
3Par Charts Course For Growth
On a call yesterday, 3PAR CEO David Scott and VP of Marketing Craig Nunes met with industry analysts to review quarterly results. Although I typically enjoy earnings calls, this call was much more interesting than Tuesday’s call with Wall Street analysts who seemed intent on dissecting 3PAR’s change in revenue recognition policy. Scott shared with ...
Federated Storage: What the Hell?
Next week is EMC World and we’re going to hear a lot more about Federated Storage. In March, EMC put Pat Gelsinger in front of the analyst community and he unveiled the vision of a virtualized, global, federated, cache coherent storage infrastructure…for the cloud. Wow – that’s a mouthful. I hit the Twitter crowd to ...
Emulex March Quarter Earnings
Summary While Emulex reported better than expected EPS results, the tone of its earnings call was not upbeat. Weak demand in Unix markets, combined with revenue of $102.2M, which was at the lower end of expectations, and weakness in HBA markets has Wall Street analysts concerned. As is often the case in Emulex’ core markets, ...