February 10, 2012

The Enterprise IT Acquisition Game

The players are lining up for the biggest acquisition game enterprise IT has witnessed in a while

Today is the (a?) day of reckoning in the 3Par saga, with Dell widely expected to make a counter-offer higher than HP’s bid. But this mega deal, like the Data Domain war before it, sends a strong signal to the enterprise IT world: It’s open season on data storage companies! But the rising superpowers are also likely looking at networking as an area of expansion. The game is afoot!

Meet the Enterprise IT Superpowers

Steam Engine

After years spent focusing on personal technology, businesses are increasingly turning back to the enterprise. The corporate IT market is much more dynamic and competitive, with a few very large “superpower” companies discovering their power to drive purchasing decisions. If a supplier can create an integrated “stack” of hardware and software, they can push product purchases that might otherwise be overlooked or postponed. This is the main reason that enterprise IT acquisitions work so well: Where a small company must fight to sell their product, a large one can hitch it to a much more strategic sale and have it pulled along.

Everyone Loves 3Par – Here’s Why!

The 3Par acquisition creates a massive market-share shift!

The 3Par acquisition is a slam dunk at under $2 billion. The company has great enterprise-grade SAN technology and a proven ability to sell into high-end accounts but lacked the revenue to go it alone. A major enterprise IT vendor like HP or Dell (not to mention Oracle, IBM, or even NetApp) will kick sales into high gear. But there’s an amazing short-term win to be had for whoever acquires 3Par!

Thin Provisioning and Cloud Storage: My Interop 2010 Topics

Screen shot 2010-03-16 at 2.53.35 PM

I’m pleased to be heading back to Interop this spring with two sessions on enterprise storage. Although significantly changed from the old “Networld + Interop” days, the event is enjoyable and technical, with many interesting sessions and speakers. And the New York show at least had plenty of end user attendees!

Pillar First To Put Faith In 2 TB Enterprise Drives

That didn’t take long! Just two weeks ago, Xyratex announced that they would support Hitachi Global Storage’s 2 TB enterprise hard disk drives. We wondered at the time which OEM would be the first to ship such massive drives, and our question is answered today. Pillar Data announced today that they are now supplying 2 [...]

If Storage Vendors Were Automakers…

If the enterprise storage market was the auto market, who would be who?*

EMC Cuts Staff as Recession Continues

Apparently, some were annoyed, offended, or hurt by this post. For that, I sincerely apologize. My intent was to reach out to my friends at the company in this difficult time, but what I meant doesn’t help those who are directly affected. I have only one question: What is the right thing to do when [...]

Is Flash A Disk Or A Cache?

Flash, Cash, Disk

There is a battle shaping up in the enterprise storage industry. On one side are those who see flash storage as an upgrade for the disk drive, and on the other are those who see it as a cache between the CPU and the drive. It’s a fundamental difference of opinion – flash chips can [...]