Cloud services and enterprise software

03 Oct RESEARCH NOTE: Understanding Lenovo’s Server Position

In today’s server market, there is much focus on the big three, Dell, HP and IBM, who collectively hold approximately 70% of the unit shipments (68.4% in Q2 2013 according to IDC).  The top two, Dell and HP truly control the market volume with IBM holding a very distant third, having declined over the last […]

07 Sep VMware NSX: Is it too Soon to Claim Victory?

This past week VMware made their new virtual networking product, VMware NSX, the star of VMworld, their premier North America event. But as VMware flexes its muscle at VMworld both excitement and apprehension surround the announcements and their plans for future leadership in network virtualization. We believe that those who claim VMware delivered a solid […]

21 Aug Intel’s Disaggregated Server Rack Is A… Mainframe Replacement?

There’s been a lot of discussion about “disaggregated” servers, racks and datacenters since Facebook and Intel promoted their vision for the phrase at the Open Compute Summit at the start of this year.  Haven’t we spent the last few decades disaggregating datacenter architecture? And if so, what does disaggregation mean now, is it something different? I’ll try to be succinct as […]

20 Aug RESEARCH NOTE: Intel’s Disaggregated Server Rack

Does “Disaggregation” Really Mean Anything? There’s been a lot of discussion about “disaggregated” servers, racks, and datacenters since Facebook and Intel promoted their vision for the phrase at the Open Compute Summit at the start of this year.  Haven’t we spent the last few decades disaggregating datacenter architecture?  And if so, what does disaggregation mean […]

24 Apr RESEARCH PAPER: AMD’s Disaggregated Servers

AMD SeaMicro’s disaggregated server enables large and small data center operators to optimize their hardware performance profile for specific applications. Today’s modular x86 servers are compute-centric, designed as a least common denominator to support a wide range of IT workloads. Those generic, virtualized IT workloads have much different resource optimization requirements than hyperscale and cloud […]

09 Apr HP’s New Servers Take a Page from the Smartphone Playbook

Yesterday, HP launched the Moonshot 1500 server, targeted at scale-out datacenters that drive today’s and tomorrow’s mobile applications, internet, big data and IoT. In its its first instantiation, Moonshot increases density, or the numbers of servers in a given space, by up to 8X. So for every rack of HP Proliant servers today, you could put up […]

08 Apr RESEARCH PAPER: HP Moonshot- An Accelerator for Hyperscale Workloads

Hyperscale data center customers have specialized workloads, and they are asking for specialized architectures and equipment to accelerate those workloads, with the goal of increasing data center density while decreasing power consumption and other costs.   In 2010, HP gave its Moonshot team a charter to break out of HP’s mainstream enterprise value propositions. Creating differentiation […]

08 Apr HP Moonshot: Say Goodbye to the Vanilla Server

HP launched today a game-changing line of servers called the HP Moonshot 1500. It is easily their biggest server launch sinceHP introduced the industry’s first X86-based server in 1989.   At a high level, the Moonshot 1500 is the beginning of the slow death of the vanilla, homogenous server and the rise of specialized servers for […]

27 Dec Dell’s End-to-End Play is a Long Way from Personal Computers

As I go back analyze content from Dell’s second annual Dell World conference, one theme in particular stands out – Dell’s E2E (end to end) vision and strategy.  Dell as a CTO (configure to order) PC manufacturer is somewhat of a distantmemory now, which shines an even brighter light on their E2E capabilities.   In a nutshell, Dell […]

17 Dec Dell’s “Five Forces” Will Define its Future

Dell held its second annual Dell World conference in Austin, Texas last week.  This young and energetic conference was a refreshingly honestand candid look at Dell’s transformation from PC assembly to global services and solutions.  Where most corporate conferences focus on selling what’s in or about to enter the sales cycle, Dell World focused on telling Dell’s story for the rest […]

04 Dec Evernote and Sugarsync: Headed in Reverse Windows 8 Gear

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Two of the apps that changed the way I work are Evernote and Sugarsync.  Evernote allowed me to go paperless and Sugarsync allowed me to have access to all my data accessible by any device.  Both of the apps have very robust Windows 7, OSX, Android and iOS capability.  Robustness stops, though, at Windows 8, […]

27 Nov Dell’s CMO Karen Quintos on Dell World 2012

Dell World, Dell‘s conference on IT thought leadership, kicks off on December 12 and is expected to draw thousands to Austin, Texas.  This is the company’s second annual Dell World and will be highlighted by luminaries such as former president Bill Clinton, Steven Levitt and Stephen Dubner, authors ofFreakonomics and SuperFreakanomics, andMichael Dell, Dell’s founder and CEO. It is a critical point […]

14 Nov SingTel refuses to be a Commodity

If you live in the U.S., you probably would rarely consider using your wireless carrier, AT&T, Sprint, or Verizon, for apps, particularly those written by them.  Now think about apps you use for social media, voice commands, and food reviews, finding and planning local events, reading the news or apps to view and manage your photos […]

16 Oct Why Maps are “Really” Important to Apple

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In my last Apple Maps column I discussed why Apple would have delivered a suboptimal maps experience. This analysis was really a short term view of why they would do this, and the answer was Wall Street. Net-net, Apple would have felt the Wall Street wrath more than they are already feeling post-iPhone 5 launch had they delayed […]

15 Oct Calxeda: Rack Trumps the Chip (Note)

Calxeda has designed an innovative rack-level network fabric architecture for these new IT Services datacenters.  Calxeda’s architecture today connects dozens of densely packed, independent server nodes, and will scale in the future to deliver greater operational efficiencies across these new service-oriented mega-datacenters. Moor Insights & Strategy analyzes the new Calxeda roadmap and technologies in the context […]

15 Oct What Many People Are Missing About HP

On October 3, HP held their Securities Analyst Meeting, which I attended in person at the Concourse Exhibition Center in San Francisco. This is a day, like all major public companies have, where senior management discusses their plans for the future with the major institutional investors. Based upon the reduced stock price afterwards, the message didn’t […]

31 Jul Microsoft Office 2013′s Biggest Risk Could be its Visual Design

Microsoft Office has been the staple of productivity for years, particularly for businesses. Therefore, whenever big changes happen to the product, it’s a big deal. Literally millions of IT departments and users shoulder the burden to learn every new version in hopes of squeaking out every ounce of corporate productivity. Microsoft’s latest version is in […]

10 Jul KingsIsle Already Leads Where Gaming Hopes to Go

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Last month, Los Angeles hosted the world’s largest and most influential game trade show, E3. As with all years, we saw a combination of cool games, new products, and trends that are emerging or well on their way to being obvious. This year, one of the biggest trends focused on the rise of free-to-play (FTP) […]

16 May NVIDIA GeForce Grid: Killing off Game Consoles?

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Yesterday, NVIDIA launched VGX and the GeForce Grid, which, among many things, could render future game consoles obsolete. This may sound very far-fetched right now, but as I dig into the details of the capability of the GeForce Grid and map that against consumer future needs, unless future consoles can demonstrably deliver something unique and […]

15 May NVIDIA VGX Technology (White Paper)

NVIDIA  launched one of the most significant initiatives in the history of the company that, if delivered as promised, could propel them into a position as a top enterprise technology player. NVIDIA launched VGX at their annual GPU Technology Conference (GTC). Moor Insights & Strategy analyzes the new NVIDIA VGX platform and you can download the […]