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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Sep2016

Dell EMC: The Big Day

Yesterday, after many worries—some regulatory (Would the EU sanction the deal? Would China sanction the deal?), some legal (Were the financial instruments being used to finance the deal unlawful under the US tax code?)—the biggest IT merger ever in terms of monetary value finally …
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