Oct2017

The VMware Optimism

Upon the completion of the VMworld 2017 conferences in Las Vegas and Barcelona, I find myself feeling very optimistic about VMware. The near-term demand appears to be favorable, and the partner communities are anticipating an acceleration well into 2018. As such, the partners are making go-to-market investments in VMware NSX, VMware vSAN, and the vRealize product suite.

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

It’s the Lead-Up to VMworld Barcelona

VMworld Las Vegas 2016 could not have come at a worse time for California-based VMware, just before the September 7 nuptials of its New England parent, EMC, and the Texan Dell. Many are saying, as usual, that the writing is on the wall for …
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