Dave Vellante
Latest from Dave Vellante
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 …
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 …
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 …
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 …
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 …
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 …
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, …
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 …
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. …
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 …