So folks, I helped a colleague install the VMware vCloud Director. In case you are not aware of what the vCloud Director is I can give you a very rough description.
Oracle has its sights set very high. Although the company is best-known for its namesake database software, a steady string of acquisitions has transformed the company (and its colorful leader, Larry Ellison) into an industry powerhouse. Much speculation revolves around Oracle’s next move, and a surprising meme is developing, suggesting that the company is looking at making another massive purchase. Could HP or NetApp follow Sun into the hands of Oracle?
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!
The ongoing battle for 3Par by HP & Dell tells us much more about the state of the IT Industry than just the desires of two companies to acquire some interesting storage tech. It signals an acceptance that storage is a key feature in the future direction of the IT industry â€“ more important than networking and almost as important as the virtualisation platform itself.
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 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!
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?
Jeremy Filliben, CCIE #3851 & CCDE #20090003 (@jfilliben) and Brandon Carroll, CCIE #23827 (@brandoncarroll) join the Prime Pushers for an hour-long round-table discussion of the weekâ€™s news. And if you missed Greg last week, heâ€™s back â€“ with rant mode decidedly ON.
As some of you might have read, the stack wars have started. One of the bigger coalitions announced in November 2009 was that between VMware, Cisco and EMC, aptly named VCE. Hitachi Data Systems announced something similar and partnered up with Microsoft, but left everyone puzzled about the partner that will be providing the networking technology.
Just as public cloud computing is beginning to catch on, the enterprise data center world has been shaken up by the biggest IT product vendors. Rather than sit back and watch their wares commoditized, companies like Cisco, EMC, HP, and now HDS are stepping up to the plate with integrated “stacks” that include server, storage, networking, and management software. The next-layer players, VMware and Microsoft in particular, are joining hands, too, eager to support these stacks. To paraphrase the wise Jedi master, Yoda, “cloudy, the future is.” So, the stack wars have begun!