VMworld 2018… from Disruptive Outsider to Legacy Platform

As I was preparing to attend VMworld 2018 a couple of weeks ago, I realized how much history the company and I share. VMware was founded the year before I became an IT industry analyst. A few months after I started that job, a pair of VMware reps on their first analyst “tour” briefed us to explain and promote the company’s technology and strategy. Further along, I was covering EMC in 2004 when it bought VMware, a deal spearheaded by...

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Has Dell Got The Winning Ticket To The DT Sweepstakes?

A significantly larger and much deeper-in-debt Dell has packed up the inaugural Dell EMC World event — 8,000 attendees — and will hold DEW2 next May in Sin City (or as I call it, Lost Wages). With the just-completed acquisition of EMC, the new enterprise business, Dell EMC, is the largest enterprise storage and server vendor, but while storage capacity and server unit shipments continue to soar, prices and margins continue...

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Dell 3.0 Takes Center Stage at DEW

Austin, Texas:  The critical question arising from the inaugural Dell EMC World event — at least for me, an IBM, HP/E and Dell/EMC/VMware investor — is what makes Dell’s prospects any brighter than those of its two main competitors, IBM and HPE, and the trio of enterprise vendors offering more limited portfolios — Cisco, Oracle and Lenovo? IBM has seen its sales shrink for the last 17 quarters, HPE is just shrinking,...

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VCE: The Secret Behind the Magic

I visited with VCE last week and after chatting with a number of customers it was clear this company, which has been massively successful, is also incredibly unique.  VCE was created to provide a best of breed approach to hyper-converged solutions but “best of breed” approaches generally fail due to inconsistencies and conflicts between the components. That didn’t happen here.  In fact, VCE showcases that best of breed can work but...

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EMC: Bringing Hyperconvergence To The Masses
Feb16

EMC: Bringing Hyperconvergence To The Masses

EMC may be busy figuring out its pending future with Dell, but you don’t have to be a rocket scientist to understand that while the overall IT market is inching along at 0.6% growth this year (albeit to $3.54 trillion), the converged infrastructure (CI) market is growing at 10X — 6.2% year-over-year (to $2.5 billion), and the hyperconverged infrastructure (HCI) market is growing at 258X, with sales shooting up 155.3% (to $278.8...

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