Say what you will about Meg Whitman as the new HP CEO. She knows consumers. Now she’ll have a chance to apply her consumer touch to one of Silicon Valley’s most storied brands, which could have a chance to give Apple a run for its money. Read More »
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Gary Orenstein
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VMware has transformed the enterprise computing model more than any other company in the past decade. Now, with the latest release of vSphere containing several new storage features, VMware is set to disrupt storage. Its parent company, EMC, and NetApp may want to stay alert. Read More »
In the past 10 years VMware has executed a remarkable strategy to topple enterprise software incumbents and emerge as an ecosystem kingpin. Time and again, it seems as though VMware is beating Microsoft at its own game. But a look deeper reveals that is no surprise. Read More »
We’re in the midst of a computing implosion: a re-centralization of resources driven by virtualization, many-core CPUs, GPU computing, flash memory, and high-speed networking. We have a lot to watch over the next few years: what I like to call the coming of the Super Server. Read More »
With the launch is its new low-end VNX line, EMC shifted focus away from its high-end Symmetrix products and down to the other end of the spectrum. And, all of a sudden, Dell’s move to acquire Compellent looks much smarter. Read More »
In the last 18 months, Dell, HP, IBM and EMC spent almost $10 billion on data storage and warehousing companies. This all-out gold rush was driven by a massive consolidation wave sparked by Cisco’s entry into the server market and Oracle’s acquisition of Sun. Read More »
In 2009, Cisco launched its Unified Computing System. It signaled to data center equipment vendors that the separation between servers, networking, and storage was gone. With that single move, the industry set forth on a course to consolidate. Here’s a play by play since then: Read More »
More Must Reads
In the wars of the web, hard goods (or hardware) have become the ammunition of choice. Specifically we see major web and technology companies building their own data centers, a move that appears to be a prerequisite to competing with Internet giants. Read More »
It was a big year for NoSQL and big data, but now those vendors need to buckle down on their revenue models and make a head-on charge to the enterprise. Because, let’s face it; while the web leads the innovation, the enterprise leads the economy. Read More »
This past week, the rumor that Oracle might make a bid to buy EMC drew strong reactions, due to the acquisition’s outlandish nature and monetary mismatch. But Oracle will need to more than triple its revenue to reach its $100 billion target, so anything is possible. Read More »
Most web companies publish detailed post-mortems on site interruptions. These are usually an attempt to appease impatient customers and share a lesson the company learned. The write-ups by Facebook and Foursquare provide a few business and technical lessons that we should note. Read More »
As we adopt more and more cloud Software-as-a-Service (SaaS) applications for work, keeping track of those logins and passwords becomes a real pain. For companies, knowing which employees have access to which services and which content becomes a security, compliance and operations nightmare. Read More »
Today’s cloud computing platforms give rise to a new class of web-accessible application support functions, or infrastructure apps, that replace costly integrated hardware and software. Here are five apps that can help with transactional email, compute-intensive cycles, network services, database as a service, and indexing and… Read More »
In introducing Exalogic, Oracle has made a big bet on tightly integrated solutions thinking that enterprises don’t want to be in the systems integration business and has made a networking technology choice that favor performance in place of interoperability and broad data center applicability. Read More »
Oracle today announced a slew of new products that, at least on paper, deliver one of the most comprehensive enterprise computing solutions around. The company has extended the concept of “stack” further than any other technology player, by covering the hardware from compute to storage. Read More »
Cloud and mobile computing represent two of the biggest technology trends today, with each pushing processing closer to the edge. Today, Encoding.com announced tools to make propagation of video content across mobile devices a simple click-and-go process for publishers, further solidifying the matchmaking of cloud and… Read More »
While there is, and will continue to be a significant amount of spending to tinker with and repackage enterprise applications into virtual machines for cloud migration, I believe the long term stickiness the major vendors seek is a compelling PaaS offering. The question is, who’ll win? Read More »
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