Dave Vellante
Latest from Dave Vellante
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, ...
Inside Ten of the World’s Largest Data Centers
Data centers touch all our lives. Businesses rely on data centers to house mission critical information and run operational initiatives across the organization.Today’s largest data centers feature state-of-the-art technology, operation rooms spanning thousands of square meters, and are required to hold billions of pieces of customer and business information. As demand for cloud services increase ...
Iron Mountain: Not Your Daddy’s Information Management Firm
I attended the Iron Mountain Analyst Event last night and today. It’s being held at the Liberty Hotel in Boston. The theme of the event is transformation and the venue is appropriate because it’s a very cool hotel, which is situated at the site of the old Charles Street Jail…and of course the world famous ...
LSI’s OEM Playbook
Why does LSI exist? In 2007, Bill Zeitler, former head of IBM’s Systems and Technology business said something to me that summed it up perfectly: “Industry revenue is growing at 9% and R&D spending is growing at 12%– we can’t afford to fund everything.”Bill retired a couple of years ago and the numbers have obviously ...
March Madness – Shifting Tides in the Data Center
It’s been an interesting first quarter. Cisco and HP dumping on each other last month, 3PAR turns up the heat in automated storage tiering and then HP’s two-day analyst event in March, followed up by EMC’s grand vision for federated storage and then LSI’s analyst event in NYC. Next week is Iron Mountain in Boston ...
HP Storage Play? My HP V8 Moment
Wow—HP is finally getting its act together in storage. For years HP has talked about leveraging the systems and storage business but that vision has never materialized as a serious differentiator. Guess what? It’s finally happening. And there’s an added bonus, HP’s move to compete with Cisco makes it the only company on the planet ...