For a massive IT company, Dell sure doesn’t get the kind of respect given their competitors. Time and again, I’ll hear the sneers about Dell being little more than a â€œbox shifterâ€ who doesn’t â€œgetâ€ real enterprise IT needs. After a series of acquisitions in storage and networking, Dell is trying to stake a claim as a serious competitor to HP, IBM, Oracle, and the like. But why should anyone take Dell seriously, especially in enterprise storage?
The news came out this morning that Dell is in exclusive talks to acquire network storage specialist Compellent for just under $900 million. I will leave it to the real reporters to track the ups and downs of the story; what piques my interest is the value Dell gets from Compellent’s technology and the challenge it poses to the data storage industry.
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!
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.
The storage industry got a lot more competitive this morning, as Dell announced plans to buy 3Par. This is the latest round in a well-established race for the enterprise storage dollar, challenging superpower (and Dell partner) EMC in the high-end SAN space. What does this acquisition say about the industry as a whole? Where are we headed?
Learn more about the Gestalt IT Tech Field Day from the sponsors, delegates, and friends from our November, 2009 event. Includes interviews with John Troyer, Sunshine Mugrabi, Craig Nunes, Sean Derrington, Nigel Poulton, and more!
Ocarina Networks presented to us during the Day 2 morning session of the GestaltIT Tech Field Day. Their presentation was a deep dive into storage compression and optimization. If you read my Ideas About Presenting To Engineers from earlier this week, then you’ll know what I mean when I say that Ocarina had “black magic” […]
The GestaltIT Tech Field Day event just wrapped up and it was a very interesting event. Stephen Foskett and Claire Chaplais did a phenomenal job at keeping the wheels on the bus. I realized that the attendees were just as critical as making the event a success above and beyond the vendors. […]
Day 2 of the Tech Field Day kicked off with a trip to Ocarina Networks. For those who don’t know (a) OcarinaÂ offer a “data reduction” appliance (b) an ocarina is a small oval, china flute. I say data reduction as the Ocarina appliance uses a variety of methods for reducing data size, including […]
Thanks to everyone, the Gestalt IT Tech Field Day was an amazing success. In fact, we were so pleased with it that we are already planning Tech Field Day 2!