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 […]

19 Aug How Open Is OpenDaylight?

Last week we discussed Cicso’s approach to Software Defined Networking (SDN) and we made the statement that Cisco is generally not one to rush to open source. Ultimately, their true strategy in embracing SDN might be closer to “keeping your enemies closer.” Cisco was quick to remind us last week that they were, in fact, […]

12 Aug Cisco’s SDN Challenge

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In “The Godfather, Part II”, Michael Corleone famously said “keep your friends close but keep your enemies closer.” When it comes to Software Defined Networking (SDN), Cisco is following the Godfather’s advice.  SDN is viewed as a technology that will fundamentally change how networking is approached, and as the leading networking products vendor, Cisco has […]

08 Aug Is Software Defined Networking (SDN) A Sucker’s Bet?

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It’s literally time to step right up and place your bets.  While Software Defined Networking (SDN) is one of the hottest trends in enterprise networking today, it is easy to place the wrong bet.  Looking at the previous large strategic bets that businesses have had to make – the Internet, virtualization, or cloud computing – […]

07 Aug SDN: The ‘S’ Doesn’t Necessarily Mean “Someday”

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Software Defined Networking (SDN) is currently one of the hottest buzzwords in the enterprise market. SDN promises to take much of the complexity and operational cost out of stringing together the thousands of servers and applications that power today’s modern data centers. For x86 servers, the move to virtualization, with more than half of the […]

09 Jul The Dell-Icahn Debacle Exemplifies what’s Wrong with Wall Street

There have been a lot of industry and financial discussions lately about Dell’s privatization efforts.  So far, I have stayed out of the fray, but I think it is now time for me to weigh in on what I consider a total debacle…. a total lack of understanding of strategy, the technology industry, and Dell. […]

05 Jul What Are Dell Institutional Investors Thinking?

As a technology industry analyst, I have stayed on the sidelines for the Dell-Silver Lake-Icahn-Southeastern dealings, with the exception of a few press interviews.  We industry analysts best understand the industry and we let the financial analysts focus on those things they do best, finance.  It is now time for me to weigh in on what I consider a […]

05 Jul Why Are Dell Investors Risking Their Investments With Icahn Bid?

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As a technology industry analyst, I have stayed on the sidelines for the Dell DELL -3.04%-Icahn-Southeastern dealings, with the exception of a few press interviews.  We industry analysts best understand the industry and we let the financial analysts focus on those things they do best, finance.  It is now time for me to weigh in on what I consider a total debacle, […]

04 Jun Dell And Oracle Strike Deeper Alliance

Dell DELL +0.19% rolled out today a dizzying array of announcements in the course of less than an hour at theirEnterprise Forum, a forum focused on Dell’s largest customers.  One of the biggest shockers o the morning was an expanded alliance that Dell has struck with Oracle ORCL +1.71%Corp.  What was characterized as a “significantly expanded strategic partnership,”  Oracle’s Mark Hurd showed up […]

04 Jun Mark Hurd’s Surprise Visit to Dell’s Enterprise Forum (VIDEO)

Oracle’s Mark Hurd made a surprise visit to Dell’s Enterprise Forum this morning. You can find the full video of what mark said here on YouTube: Oracle’s Mark Hurd at Dell Enterprise Forum    

28 May Michael Dell: All Business

I had the opportunity to talk with Michael Dell earlier this month and there were two things on my mind. The first was to get some perspective and insights into the company’s upcoming conference for industry analysts.  And, secondly, to get a better understanding of the company’s level of focus during what must be a distracting time […]

24 Apr AMD SeaMicro Disaggregation: A Threat to Facebook’s OCP?

The disaggregated server concept designs floated at Open Compute Project (OCP) Summit last January are designed for datacenters built at frighteningly large scale, but don’t scale down to small installations very well.  AMD SeaMicro’s chassis was designed as a disaggregated server and it provides disaggregation benefits for small server deployments, down to 10 rack unit […]

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 […]

05 Feb A Private Dell is a Stronger Dell

In one of the worst kept secrets out there over the last few weeks, Dell announced this morning that it will go private in a deal with Silver Lake Partners, Microsoft, Michael Dell’s investment company, and Michael Dell himself.  The question is, is this better or worse for Dell?  Based on the way Wall Street views […]

24 Jan The Threat I/O Virtualization poses to Cisco, Juniper and Brocade

As a technology (not financial) analyst, my company talks to and works with very many companies ranging from consumer handset makers to the leaders in mega datacenter cloud infrastructure.  What I am constantly looking for are those game changing technologies that can alter the competitive equation.  You know, the “disruptors”. I found an interesting disruptor […]

14 Jan WHITE PAPER: NextIO Enables Multivendor Converged Datacenters

Industry standard x86 server node performance has been improving at an increased pace as core counts and memory capacities have increased. This rapidly increasing compute density is driving a commensurate increase in the costs of implementing in-rack network architectures. The challenge is how to maintain a multivendor, best-in-class datacenter. One good solution is to consolidate […]