DTW18 & Connecting The DoTs (Part 3 of 3)

LAS VEGAS: Of all the leading IT vendors, Dell has done the best job of ‘keeping it simple’, and ruthlessly embracing that mantra in everything it does, and the product launches at last week’s Dell Technologies World 2018 were no exception. Given its major brands — Dell, Dell EMC, Pivotal, RSA, SecureWorks, Virtustream, and VMware — and leadership in 22 product categories, the opportunity was there to release a flood of new and enhanced products and services, but KISS prevailed. Here’s the abbreviated version of the product — and company — news just announced by Dell Technologies: –Dell Technologies Capital emerged from stealth, and announced that it has completed 24 investments in the last year, with one third of new investments focused on AI/ML and the remaining focused on security, next-gen infrastructure and developer ecosystem, including DocuSign, MongoDB and Zscaler; -updated VDI portfolio includes adding the Dell EMC PowerEdge 14th generation infrastructure and simplified configuration options to the Dell EMC VDI Complete Solutions, and the Dell Wyse 5070 thin client, the company’s most versatile and scalable thin client platform; -AI (artificial intelligence) and ML (machine learning) initiatives, including expanding the Dell EMC PowerEdge server portfolio to accelerate AI-driven workloads, analytics, deployment and efficiency, deeper relationships with Intel, and Dell Precision Optimizer 5.0 enhanced with machine learning algorithms, intelligently tunes the speed and productivity of Dell Precision workstations; -additions to the Hyper-Converged Infrastructure portfolio, including a simplified path to VMware-based clouds, and enhancements to VxRail and VxRack SDDC; –Dell EMC PowerMax, engineered with end-to-end NVMe, ready for Storage Class Memory (SCM) and NVMe over Fabrics, making it the world’s fastest storage array built for mission-critical applications of today and tomorrow, as well as Dell EMC VxBlock System 1000 support for end-to-end NVMe with PowerMax, native replication and a new entry point X-Brick system Dell EMC XtremIO, and a sneak peak at Dell EMC PowerEdge MX infrastructure, which is scheduled to be released later this year; -collaboration with Microsoft to build a secure, intelligent edge-to-cloud IoT solution featuring Dell Edge Gateways, VMware Pulse IoT Center and Microsoft Azure IoT Edge; and, -the next generation of Virtustream Viewtrust, its risk management and continuous compliance monitoring solution that offers enhanced scalability, performance, and serviceability to enterprises and public sector organizations with new SaaS capabilities. For more information on DTW18, check out Connecting The DoTs Part 1-Dell and digital transformation and Part 2-analysts’ insights. DISCLAIMER: I hold shares in many of the companies referenced in this article, and Dell looked after airfare and hotel while I was at Dell Technologies World....

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Dell Technologies World: Power to the People

Dell Technologies World this week was about expanding the Digital Transformation story, this time through the entire technology family. With his keynote on Monday, Michael Dell extended the idea of digital transformation beyond simply a competitive necessity (“technology strategy is business strategy”) to becoming an engine by which businesses could positively change the world as “technology amplifies human activity.” These conversations about the greater role of technology set the pace for the rest of the event in a couple of important ways. To read the complete article, CLICK...

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SD-WAN Wars: VEP-ons of Mass Attraction?
Mar22

SD-WAN Wars: VEP-ons of Mass Attraction?

Enterprise-networking-powerhouse-wannabe Dell (Technologies) EMC, which held the bottom position in an almost-recent top-10 vendor list (although VMware was in 6th place, behind first-place Cisco, and the pretenders to its throne such as HPE/Aruba, Juniper, and Huawei), is looking to make a big splash in the SD-WAN (software-defined wide-area network) puddle with its Virtual Edge Platform family. According to the company, which claims to already serve 98% of the Fortune 500, the new platform family and software bundles enhance SD-WAN to speed digital transformation, and is the first product to use Intel’s D-2100 processor, and the features validated and tested solutions with Silver Peak, VeloCloud and Versa software to simplify and accelerate deployments. The VEP4600, which will start at $1,500, will begin shipping worldwide on April 24. A subset of software-defined networking (SDN) — i.e. technology versus architecture — SD-WAN represents a small fraction of the overall networking market (~5%) but is growing at 59% annually and is expected to be worth $1.3 billion by 2020 (Gartner). 451 Research is a little more pessimistic, putting the market at $1.5 billion by 2021, while IDC is more optimistic — a compound annual growth rate (CAGR) of 69.6% and $8.05 billion by 2021. The 4Q17 SD-WAN market was valued at $147 million, with CY17 up 3.9x over CY16. VeloCloud (acquired by VMware acquired by Dell) was the top vendor with 19% share, followed by Aryaka (17%) and Silver Peak (12%). “Reviewing recent wins, we can see a market that is maturing with a transition from early market adopters to mainstream buyers. Other signs of maturation include expansions at existing clients and incremental product offerings such as security and WAN optimization on top of basic WAN transport virtualization,” said Cliff Grossner, Ph.D., Senior Research Director and Advisor for the Cloud and Data Center Research Practice at IHS Markit. Great growth projections, but on a really small base, when you consider that the overall network market was worth $51 billion last year, and Cisco held 54.3% of it. Dell Technologies, the parent of Dell EMC, lumps networking with its much-larger server business, and in its most recent quarter, 3QFY18, reported overall revenue of $19.6 billion, while the networking/server tandem came in at $3.9 billion, an increase of 32% year over year and 3% quarter over quarter. Still, the SD-WAN market — which Dell has the largest share — is hot, driven by the need to to increase security and reduce appliance sprawl, with 93% of recent survey respondents planning to implement the technology by the end of 2019. It’s a little premature to call it a family yet, Jeff Baher, Senior Director of Product...

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Death, Taxes And Moore’s Law
Sep08

Death, Taxes And Moore’s Law

Of the fundamental certainties in life – death, taxes, my sports teams losing and Moore’s Law – only one can eagerly anticipated, like Grantley-EP, the code name for the newest member of Intel’s server chip family. Up to three times the performance of its predecessors, the Xeon E5-2600 v3 – available in 26 models – was officially launched this week, along with servers from the likes of Dell, IBM, Lenovo, and Supermicro. HP jumped the gun 10 days earlier, and Cisco made its server announcements  last week, but essentially, the gang’s all here. While server revenues were up 2.8% last quarter, according to Gartner, shipments were down for the top three vendors (HP – 22.9% market share, down 2.9%; Dell – 19.6%, down 11.4% and IBM – 7.7%, down 9%). x86 servers inched up 1.4% in units, but jumped 8.1% in revenue. IDC’s findings were similar, but noted that demand for servers in the public cloud continues to be a major driving force for market growth. “While many of the largest of these companies have already undergone periodic datacenter expansions over the past year, public cloud demand for new servers will continue to outpace the general market in the immediate future,” stated IDC’s Kuba Stolarski, Research Manager, Enterprise Servers. Cloud is just one of the megatrends driving the server market, Brian Payne, Executive Director of Server Solutions, Dell, told IT Trends & Analysis. His company does ongoing research with 5,000 customers, and also partnered recently with Intel to find out that customers are investing heavily in megatrends like Big Data and software-defined everything. “Over 80% of IT decision makers had key investments … dedicated to these megatrends”, he said. And 60% of them are running some mix of traditional apps with new apps. “It means we’re in the midst of a big change… [but] at the end of the day… our customers are talking about how can I deliver business results.” The other key trend plays to a traditional Dell strength, reducing complexity. “Over 90% of the organizations we talk to are looking for some kind of simplified system management.” Businesses are in the midst of facing disruptive forces such as hybrid cloud computing, mobility, big data and software defined data centers while balancing initiatives that deliver exponential enhancements towards IT operational efficiency, said Mark Bowker, Senior Analyst, Enterprise Strategy Group, in a prepared statement. “Dell’s new PowerEdge servers help instill confidence with IT decision makers as they invest in a broad spectrum of infrastructure to efficiently run current workloads, embrace application modernization and successfully navigate emerging architectural designs.” Payne said the core foundation of the 13th PowerEdge generation...

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Dell Goes Full Steam Ahead on Software-Defined Storage

The relationship of software and hardware is intricate and complex. Software creates the intelligence that enables hardware to deliver to its full potential. Both are critical, but the focus in systems today tends to be on the software. Hence software-defined solutions are receiving a lot of attention and software-defined storage is part of that broader movement. Dell is not only abstracting the traditional storage management software from the storage hardware, but is also magnifying the ability of software to perform with greater functionality at all levels. Thus, its SDS architecture is additive and can yield not only cost benefits, but also beneficial functionalities, such as automated provisioning to improve service to end users. Dell thus has a vision that spans the storage view from the small world where the company is very comfortable to the Web-scale world where economics with which Dell is very familiar play a key role. Dell uses SDS as an important thrust in maintaining a leadership position in the storage world and has thus used this strategy to achieve considerable success. For more information, EMAIL davidhill@mesabigroup.com NOTE: This column was originally published in the Pund-IT...

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