Strategy
Gartner: Will VMware become the next Novell?
By Cloud Researcher at 1 July, 2009, 1:43 pm
While some comments there [including mine] were re-pondering over the Gartner ponder, I just couldn’t help wondering over the session I just gave on Smart Metering the Clouds about the “stupidity” of us people/humans and how we always tend to choose/make the “right” decisions.
History teaches us just one thing: “A distant memory of pain/defeat experienced [...]
VMware Arms for Microsoft Battle
By PrasenJit Sarkar at 30 June, 2009, 9:39 am
Former Microsoft executives Paul Maritz and Tod Nielsen know a thing or two about how the software giant snuffs out budding threats. They helped Microsoft battle upstart Netscape in the late 1990s. Now they’re on the receiving end.
Maritz and Nielsen run VMware, a software company with $1.9 billion in revenue that has become the standard-setter [...]
HP’s storage blades for the future!
By Tarry Singh at 25 June, 2009, 12:31 pm
Very interesting indeed. We must not forget HP, IBM are powerhouses that will not take notice of the noises and will work harder on making their vision of being a one-stop-shop a reality. Many others are still trying to find common ground by bunging storage/virtualization/networks together. HP, with it’s ever increasingly popular PODs, will have [...]
Read More >>Early examples of innovations on top of Cloud platform emerge
By Tarry Singh at 19 June, 2009, 3:40 am
As I’ve said previously that innovative solutions are coming. They will capture the imagination of masses. So if we are building the cloud, we are simply laying the foundations for the future by pre-announcing the tombstones of some of the industry we are today seeing aggressive contraction and mad M&A activity.
So you are in the [...]
HP+Alcatel 10 Yr Deal: Should Cisco worry or hurry?
By Tarry Singh at 18 June, 2009, 1:55 pm
One analyst said the alliance was a smart move by HP, which is finding itself in a heated competition with Cisco in the data center, and also needs to catch up to Cisco and IBM in the area of cloud computing.
Cisco, long known for its networking capabilities, made a significant step into the data center [...]
Data Domain accepts NetApps raised bid [again]; EMC won’t raise bid
By Tarry Singh at 4 June, 2009, 2:05 am
NetApp sources think this means EMC will not raise its bid and the implication is that this is going down to a decision by Data Domain shareholders between the two bidders, EMC or NetApp. The Data Domain board prefers that NetApp buy the company. It and NetApp have entered into a revised acquisition agreement based [...]
Read More >>Oracle’s play at JavaOne: Build office suite from OpenOffice using JavaFX
By Tarry Singh at 4 June, 2009, 12:35 am
I told many of my analyst buddies to wait a few weeks before making any of the WTF statements on:
“Why did Oracle grab Sun?”
“Why did Oracle go for Virtual Iron?”
“Why will Oracle go for Quest/VMlogix?”*
* Speculative Forecast
Java’s acquisition and quick big-daddy forward-looking announcement say one thing for sure:
Larry knows, like all of us in the [...]
VMware invests in Terramark
By Tarry Singh at 27 May, 2009, 1:10 pm
Terremark Worldwide, Inc. (NASDAQ:TMRK) is not a name that normally comes up in discussions among tech investors, although it is a provider of managed IT infrastructure services. What is going to draw attention to it on Tuesday is that virtualization leader VMware, Inc. (NYSE:VMW) is taking an equity stake in Terremark.
VMware will buy 4 [...]
Pillar Data - A storage company backed by Oracle
By Tarry Singh at 25 May, 2009, 9:39 am
Oracle has its own hardware ventures, notably the database machine developed in partnership with HP. And now it is buying Sun, which has its own significant storage offering.
So where does Pillar fit into Larry Ellison’s scheme of things? Come the end of the recession, he can make a decent return on his investment by getting [...]
NetApp acquires Data Domain for $1.5 Bn!
By Tarry Singh at 21 May, 2009, 11:17 am
NetApp (NASDAQ:NTAP) and Data Domain (NASDAQ:DDUP) announced today they have entered into a definitive agreement under which NetApp will acquire all of the outstanding shares of Data Domain common stock for $25 per share in cash and stock. The transaction is valued at approximately $1.5B, net of Data Domain’s cash.
“This combination is a great [...]
