Jun2017

Dell and Amazon Start Making a Positive Impact on VMware

Dell and Amazon are starting to make a positive impact on VMware. Once we learned about the Dell acquisition of EMC, there was a lot of speculation on how this acquisition would affect VMware moving forward. I believe we are starting to see some of the positive effects of this acquisition.

Mar2017

News from the Storage World

News from the storage world. My last post reported on the virtualization vendors fourth quarter results and this post is reporting on some things from the storage side of the industry. The source of these results are the Cleveland Research, the individual company reports, CRC and Factset Estimates.
First let me present some year over year numbers from Dell / EMC, NetApp, HP, Pure, Nimble and finally Nutanix. Let me present the year over year numbers so we can get a better understanding on how the storage world is doing.

Sep2016

My Collective Thoughts about VMworld 2016

It has now been a couple of weeks since VMworld 2016 came to a close in Las Vegas, Nevada. That has given me some time to ponder about what I saw, as well as what I heard, during that week in Vegas and I have to say my biggest take away was that VMworld 2016 was the year that seemed to really have more of a vibe about network and storage virtualization.