As of today, EMC Corporation is no longer an independent company. Who thought we would see this day? From now on, EMC is simply a brand for parts of Dell’s Infrastructure Solutions and Services businesses. This marks a major shift in the enterprise storage world, for IT, and perhaps for American business in general.
I’m not a stock analyst, and this is merely my own quick calculation, but this doesn’t seem like a good deal for shareholders. Dell walks away with a huge amount of value and shareholders are left hoping for the best. No wonder shares of EMC are still well below the alleged “$33.15 per share” offer price! Right now, it looks like they’re valuing that VMware tracking stock at only $4 per share, not the $9 Dell hoped.
No two companies in history have as lasting and productive a partnership as EMC and Cisco. And that love will go on forever, no matter what you may have heard. In this special April 1 post, I’ll examine all the ways these two were meant for each other.
EMC’s XtremIO is crapping on the badge; it’s an immature ball of destruction that shows how much architecture matters. Or so my favorite storage bloggers say. But customers and resellers seem to have a different take on the destructive XtremIO 3.0 update: They don’t care. Not at all.
Industry watchers like me have long wondered when Cisco will transform itself into a full-line IT infrastructure vendor. This strategy was tipped in 2009 as Cisco barged into the server market with UCS. But one leg of the stool is still missing: Storage remains the province of Cisco partners like EMC and NetApp.
Top-of-rack flash and bottom-of-rack disk makes a ton of sense in a world of virtualized, distributed storage. It fits with enterprise paradigms yet delivers real architectural change that could “move the needle” in a way that no centralized shared storage system ever will. SAN and NAS aren’t going away immediately, but this new storage architecture will be an attractive next-generation direction!
Ask any project manager if it’s possible to deliver something that is fast, good, and cheap, and they’ll laugh. The phenomenon known as the Iron Triangle limits just about everything in the world from meeting all three conflicting requirements. Yet, for the last two decades, enterprise storage array vendors have been trying to deliver just this. How’s that working out?
As most of my readers know, I also run the Tech Field Day event series, bringing independent voices in IT together with interesting companies in our space. This year, we’re running a full-blown Tech Field Day event at VMworld, the largest we’ve ever put together. Although there’s no live audience for Tech Field Day apart from the delegate panel, I invite you to watch online!
EMC made quite a few announcements today at their “Redefine Possible” event in London. There’s a lot of coverage out there already, so I decided to present a summary of the whole thing in “too long; didn’t read” (TL;DR) fashion.
TwinStrata is a technologically impressive cloud gateway for enterprise, and as of now it’s part of EMC. This was the biggest news so far from today’s “Redefine Possible” event in London, which I’m attending. TwinStrata was founded in 2007 and has been shipping product since 2010. Their “cloud integrated storage” product is mainly known for adding iSCSI […]