February 7, 2012

EMC Taunts NetApp: Counting Coup or Poor Sportsmanship?

A NetApp contact provided this photo of the sidewalk logo

Today was a big one for EMC, with the company launching or updating 41 storage products, including the new VNX storage system. EMC’s press and analyst event was equally notable, with a large crowd of insiders (including me) brought to New York City to watch a sideshow of world records set. Although Wall Street noticed all the fuss and rewarded the company with a 52-week high stock price, some actions away from the Equitable Center drew the ire of EMC competitor, NetApp.

My Stance on Embargoes

Embargoes help us all. I love that I can get inside information ahead of announcements, giving me time to consider the implications of new technology releases. I’m not scoop driven (though I’ve sometimes gotten the scoop) so I’m less interested in timeliness than I am in the depth of insight I can get from a briefing.

Consulting Is A Perilous Business But Credibility Is What Matters

consulting-economics

I’ve called myself a “vendor-independent storage consultant” for more than a decade now, but my good friend, Greg Schultz, recently challenged me on that statement. Sure, I haven’t worked for a vendor of tin boxes and spinning rust, or the software that runs the stuff, but I’m firmly rooted in the supply side of things. [...]

Ten-Year Trend: Mobility

IT infrastructure is following consumer technology out of the glass house and into the wide world

What is the megatrend of this decade? I suggest that we are witnessing a wholesale shift from information tied to place/device to information mobility. Cloud computing, server virtualization, and even flash memory are all contributors to this massive trend, along with the user-side trends of the post-PDA mobile phone, 3G data, social web services, and connected home.