NetApp Looking Good For Its Age! (Video)

Warmer weather in the US also means the heating up of what we often call “show season.” While it was intentionally not a big audience (after all it was just analysts rather than an end-user event), the NetApp event this week in Boulder, Colorado was certainly engaging. Fresh off of some much-improved business results, the NetApp team was justifiably proud of where it is today. And that’s not just about its revenues and finances, it’s also about vision and execution. And those things – together with a willingness to embrace change – are what enable organizations to achieve longevity. With NetApp celebrating its 25 year anniversary, knowing the ingredients to a long life is especially vital. After all the average life of Fortune 500 organizations is only somewhere between 40 and 50 years….and roughly 50% of the 1999 Fortune 500 was gone within a decade! After, admittedly, some tough times, NetApp has now moved beyond stabilization to show renewed vigor together with relevance to where IT is now, and where it is headed as we speak. Whether it is NetApp’s already-way-more-real-than-you-imagined Data Fabric, whether it’s the increasing pragmatism within its sales model and focus brought be a new Cloud BU, or whether it’s the pleasing clarity of its new “Data Driven” tagline, NetApp is portraying a purpose and vitality that seemed lost just a few years back. We shot a short video at the event to give you our insights: in this video we highlight the newly announced NetApp HCI (with a little help from Dale Degen of NetApp). Of course there were many other news items (indeed, just a day after the event, NetApp’s enhanced relationship with Microsoft Azure also became public) but HCI had represented a clear gap in the portfolio so we decided to give it the spotlight for today. To read the complete article, CLICK...

Read More

What Users Tell Infrastructure Vendors…

If the words that follow seem more than a tad familiar to those of you that saw the first installment on this topic, I am thrilled that you pay such close attention! Every year, ESG’s IT spending intentions survey provides a broad look at the key themes and tides in the contemporary IT world. Its sheer breadth is certainly fascinating for practitioners and purveyors of IT alike. Anyone can access the abstract here, while ESG subscription clients can obviously enjoy the entire report. The immense breadth of the data can become somewhat beguiling in and of itself, so in a pair of ESG Video Capsules, I want to parse out a few key research nuggets and expand on what they mean for infrastructure vendors. Part 1 was posted last week (the link was given above) and here, as promised, is Part 2. The intent of these brief pieces is to outline colloquially and briefly what certain findings from that ESG research mean for the infrastructure vendor community: The first video covered cybersecurity and the cloud; this second one looks at the top business initiatives driving IT investment, as well as the extent of user movement into the Internet of Things and where those users turn for help….both areas reveal important lessons for the infrastructure vendor community; lessons that, as with those in the first installment, seem simple-bordering-on-obvious, but lessons that vendors ignore all too often. Thanks for watching. To read the complete article, CLICK...

Read More
Dell EMC: Laughing All The Way To The Bank
May18

Dell EMC: Laughing All The Way To The Bank

LAS VEGAS: The second Dell EMC World is over, a variety of products and services have been unveiled, 13,500 customers, partners and staff have gone home — including me, so ignore the address above — and now comes the $60-billion-plus question, what comes next? For the ‘nattering nabobs of negativism’ like HPE’s Meg Whitman, the company is struggling to stay afloat with $50 billion in debt, it’s mired in hardware-based, commodity hell and is quickly becoming obsolete as everything moves to the cloud and IT as a Service. The reality is far different: Dell is a leader in 15 of Gartner’s Magic Quadrants; it is the largest enterprise storage vendor; it is the third largest PC vendor, but unlike many of its competitors, is growing market share and increasing ASPs. All told, the combined entity — including Dell Technologies, Dell EMC, RSA, Pivotal, Virtustream and VMware — is bringing in $75 billion a year, which is not too shabby. “It’s all about show me the money,” said Forrester analyst Glenn O’Donnell, and the company is “laughing all the way to the bank,” posting solid numbers as it closes in on its first year following the EMC acquisition. According to a recent interview with David Goulden, president of Dell EMC, the company’s focus is a long-term game, looking three to five years in the future, where they see an even more consolidated industry than today and where they are uniquely positioned as an essential infrastructure, broad-based platform. Organizations are looking to have fewer information technology suppliers, and they want the ones they retain to be strategic and more capable, he pointed out. DEW17 was all about transformation — digital, IT, workforce and security — and I reached out to a number of analysts and asked them for their views on where Dell EMC is in its own transformation, and what it should focus on for the immediate future. Their responses follow: Rob Enderle, President and Principal Analyst, the Enderle Group: The IT market is hell bent on transformation at the moment and thanks to the promise of lower taxes and a huge ramp in valuations firms are investing in capital projects at an impressive rate so the opportunity, to quote President Trump, is HUGE! Their performance is good, the merger set them back far less than most expected largely because the execution literally set the bar for efforts like this and their old VCE unit was on the forefront as the most successful converged and hyper-converged provider. And it is these concepts that appear to be having the biggest impact on firms that truly want to change. Jaguar/Land Rover was...

Read More

Feeling Transformed after Dell EMC World 2017

When I wrote about my expectations prior to Dell EMC World 2017, which you can read here, I expected this show to be a bit of an anomaly. With the show happening so soon after the one in Austin, I had lowered expectations on the number of new storage product announcements. I thought I would use the time to better investigate how the merger is progressing. I have not been shy to point out that prior to the merger, these two companies had dramatically different cultures. And I wanted to see if the two companies fit together like oil and water or like yin and yang. What I learned at Dell EMC World left me hopeful not only for the future of its storage portfolio, but the rest of its product offerings as well. To read the complete article, CLICK...

Read More

Dell EMC World – ESG’s On Location Video Insights

While Dell EMC was busy in Vegas last week talking about Digital Transformation (of organizations) and the IT Transformation (of, duh, IT) that underpins it, many of us were equally interested to see what had, and is, transformed within Dell EMC itself…..the portfolio, the approach, and people’s attitudes (both employees and customers). I’ll keep this brief because the video we made at the event is a full 7 minutes – but, knowing that in advance, hopefully you’ll find it a valuable 7 minutes as you’ll get succinct insights from not just me but also four of my colleagues – Jason Buffington (on DP), Scott Sinclair (on storage platforms), Terri McClure (on converged platforms), and Kevin Rhone (for the channel perspective). To read the complete article, CLICK...

Read More