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 […]

28 Aug ARM-Based Processors In Storage Servers: Why Would Anyone Do That?

If you’re listening to VMware’s CEO Pat Gelsinger at VMWorld yesterday, the question of whether ARM-based processors might fit well into storage servers boils down to a straight-up processor performance and drivercompatibility issue.  As reported yesterday, Gelsinger reportedly says, “Even if you reduced the power consumption of ARM CPUs to zero,” x86 will still win”.  First, is […]

28 Aug RESEARCH NOTE: Are Wimpy Cores Good for Brawny Storage?

When could “wimpy” cores beat brawny ones? They have potential to do so in large-scale distributed storage deployments. This paper explores performance and resiliency tradeoffs enabled by using Calxeda’s ARM-based EnergyCore processors and their fabric-based system level architecture as the underpinning for a Ceph distributed object store implementation. Calxeda, Inktank, and Penguin announced a partnership […]

27 Aug The Battle of SDN vs. NFV

For the past 20 years there has been a slow, methodical pace of change in networking where each set of new technologies arrives, surpassing the previous generation in an orderly fashion. But today, two new technologies, Software Defined Networks (SDN) and Network Functions Virtualization (NFV), are poised to truly disrupt that pace by changing networking […]

27 Aug RESEARCH PAPER: The Battle of SDN vs. NFV

For the past 20 years there has been a slow, methodical pace of change in networking where each set of new technologies arrives, surpassing the previous generation in an orderly fashion. But today, two new technologies, Software Defined Networks (SDN) and Network Functions Virtualization (NFV), are poised to truly disrupt that pace by changing networking […]

25 Aug Dell’s Oracle OpenWorld Announcement Portends To A Very Close Future

Today, Michael Dell announced in San Francisco at Oracle OpenWorld that Dell and Oracle are once again deepening their business relationship.  I will outline what these announcements are below, but the most interesting thing about today’s announcement is about what this could mean in the future.  It seems that with every successive Dell-Oracle announcement, the relationship gets deeper and wider.  Oracle and […]

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 […]