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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Networking News and Insights from Dell…

The canals, gondolas, and St Mark’s Square in the Venetian Hotel served as the back drop for the first ever Dell Technologies World event in Las Vegas last week. Dell is continuing to execute against its strategy to help organizations execute against their digital and IT transformations. Over the last 20 or so months, it has worked diligently to eliminate conflict in its portfolio and discuss the value of its solutions across the entire family of companies. On the networking front, one of Dell’s key pillars for a modern data center, Dell continues to evolve its disaggregation story (Network OS and Network Hardware) for scale-out data center and campus environments. Dell will continue to partner with Aerohive and Ruckus to provide end-to-end solutions for wireless environments. One of the new proof points for its disaggregated, scalable approach came from a Dell family member, VMware, that announced it will now leverage Dell networking hardware solutions for its NSX SD-WAN appliances. To read the complete article, CLICK...

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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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Convergence of Technologies: Cloud and Data Protection at Dell…

With Dell Technologies World 2018 complete, there were several key takeaways from the event that apply to Dell Technologies overall, cloud platforms, and data protection. First, looking at Dell Technologies overall, what we are finally seeing is the convergence of the key product and technologies groups, coming together to solve real world customer problems. I discuss this in detail in the video at the end of this blog but what we are seeing are the fruits of the new organizational structure. We see this alignment more with technologies that were already aligned, most notably with the pervasive positioning of Pivotal across the cloud technologies, but we also saw the integration of HCI/CI solutions in the cloud platforms and the availability of Virtustream storage as an option across the data protection products. If the integration of technologies continues into 2019, I think customers will only benefit from this work. For cloud platforms, I saw the emergence of VMware, particularly with technology not related to ESX, potentially breaking through for customers. For years, VMware has assembled a platform to go beyond just virtualization, with the power of NSX along with their management software and services, as well as their cloud-native effort. At Dell Technologies World, we started seeing the large scale integration of these technologies, across the platform, enabling a modern, multi-cloud app platform. The industry needs to keep an eye on VMware and I’m certainly looking forward to VMworld in August. 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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