Who will power the enterprise? The smart money is betting on a few superpowers taking over. After years spent focusing on personal technology, businesses are increasingly turning back to the enterprise. There are many reasons for this, but the biggest one is the poor economy. Individuals simply … [Read more...]
EMC’s Tough Road to the Post-Infrastructure Future
EMC is the 800 lb gorilla of the enterprise storage industry, but the company has much bigger plans. Although CEO Joe Tucci kicked off his keynote by claiming “We are an infrastructure company and proud of it,” EMC’s ambitions must go way beyond IT infrastructure. Each acquisition and strategy … [Read more...]
What Are HP and Hurd Up To?
I got something to say to Mark Hurd over at HP. Okay, we geddit Mark, you're gonna beat us with a big stick called Ballmer. Not content with hiring our uber-manager Dave "Ninja Turtle" Donatelli you're getting in bed with Redmond. Well, excuse me while I yawn. You may have Dave and he may be free … [Read more...]
Introducing Gestalt IT Industry Confidential
Wouldn't it be great if the most prominent names in the IT infrastructure industry had a place to unwind, blow off steam, and speak their minds for a change? And wouldn't you love reading that blog? Sadly, this will never happen. Between the SEC and shareholder lawsuits, market maneuvering and … [Read more...]
NetApp Shows How CEO Succession Should Work
NetApp (Nasdaq:NTAP) today announced a predictable step in the transition of their corporate leadership, with Tom Georgens taking over as CEO and long-time Dan Warmenhoven planning retirement after a short stint as Executive Chairman. Today's move follows Georgens' promotion to President and COO in … [Read more...]
EMC Changes the Rules with Atmos Compute

Update: As of October EMC has officially revealed the Atmos Online Compute Service, and it is as we suggested back in August. EMC is a storage company, right? Not anymore! Under Joe Tucci, the disk giant from Hopkinton has been diversifying rapidly, with acquisitions like VMware, Documentum, RSA, … [Read more...]