As the Storage Industry Converges on VMworld, HPE and NetApp are Poised to Make Noise

It’s the middle of summer. While for some that means time for a well-needed vacation, for those of us in the enterprise storage industry, it means that VMworld is just around the corner. Over the past few years, VMworld has become the premier multi-vendor storage industry event. While there is some debate on whether that status may be up for grabs over the next few years, VMworld still serves as an opportunity to take stock of the latest in storage innovations and capture a glimpse of how storage vendors' strategies are progressing with their customers.

Topics: Storage Netapp VMware VMworld Nimble HPE Simplicity

HPE Gets Nimble: Dollars, Distribution...and Differentiation

 So, as of this week Nimble is a part of HPE. In exchange for a billion dollars (plus taking on $200M of equity awards) HPE gets the hybrid and all-flash vendor that achieved a highly-respectable $402M in sales in its last fiscal year.

Topics: Storage Nimble HPE

HPE gets "Nimble" for $1 Billion

The enterprise storage industry is heating up. Today, HPE announced that it has entered into a definitive agreement to acquire Nimble Storage. HPE will pay $12.50 per share, for a nice round purchase price of $1.0 billion. The move makes sense on a number of fronts for HPE. The first and obvious benefit is that it injects new life and technology into the storage portfolio. While HPE already had some nice storage offerings including 3PAR and the StoreVirtual lineup, HPE’s overall revenue took a hit last year, with quarterly revenue down over 10% year over year. Although these results were similar across many of the big storage players, it is time to act. 

Topics: Storage data storage hybrid storage Nimble HPE All-Flash Array

That was Fast! HPE Closes SimpliVity Acquisition


That was fast! HPE only announced it planned to acquire hyperconverged software vendor SimpliVity on January 17, and it closed exactly one month later, on February 17. Why the hurry? Because they need to!

You can't let a market get away from you, and hyperconverged is a fast growing market. When ESG surveyed IT managers responsible for cloud infrastructure decisions, we learned that hyperconverged systems are playing a huge role in IT's plans. When ESG surveyed IT managers responsible for cloud infrastructure, we found that 85% of them are using or plan to adopt hyperconverged solutions. 

Topics: nutanix Simplivity Converged Infrastructure HPE dell-emc hyperconverged

HPE Acquires SimpliVity as the Market (Hyper)Converges

As you've probably heard by now, HPE announced this week that it intends to acquire hyperconverged infrastructure vendor SimpliVity. This is a definitively good move for HPE. The deal certainly isn't as big as Dell EMC, but it does have far reaching portfolio implications for HPE and its customers and it puts HPE in a much stronger position to take on Dell EMC. HPE now brings more value to the discussion and this aligns with their higher level strategy of focusing on “stack” value.

For IT professionals this is a certainly a win.  HPE is going to bring this to market with force and that will result in more competition, better support and improved buyer leverage.

Topics: Simplivity Converged Infrastructure HPE HCI

A Slimmer HPE Means There’s More to “Discover?" (Includes Video)

As is now traditional, HPE follows the US Thanksgiving celebrations with its Discover event in Europe. Just last week thousands of loyal HPE users, potential users, and a bunch of market watchers turned up in London's Docklands to hear what the company had to show and tell.

Taking a hint from the [surprising] local weather, HPE sported a decidedly sunny disposition all week. Perhaps that's to be expected after the HP split and the more recent - ongoing – spin-out/mergers of the software and services parts of the business. This is clearly a middle-aged company that has shed weight...the question now is how nimble and nifty it can be while remaining both valuable and invaluable to its customers. I add some extra commentary below, but first please take a look at the video blog I put together at Discover - a quick skim across a very large pond.

Topics: Storage London HPE HPE Discover Hewlett Packard Enterprise

Are we evaluating the storage technology name or the benefit?

As a storage analyst, I am repeatedly asked to compare one storage technology solution to another. Several years ago, this wasn’t very difficult. In enterprise storage, there were really only a couple options: SAN or NAS. When comparing SAN storage, evaluations looked at performance, data resiliency features, and price. When comparing NAS solutions, technical comparisons likely emphasized price and capacity scaling, along with a myriad of different file system-specific features such as how granular the system could manage quotas or snapshots. Depending on how you look at it, those might be considered the good old days for a storage analyst. Comparing solutions was relatively easy.

Topics: Storage Netapp Gartner Scale-out HPE All flash File System

Understanding Poetry at the HPE Big Data Conference

HPE's Big Data Conference was given the tag line #SeizeTheData which immediately made me think of the wonderful film "Dead Poets Society." One of my favorite scenes is when the students learn how to measure and analyze poetry. You can refresh your memory of the dialogue by watching this clip  or reading here. Of course, the whole point is that using analytics doesn't work in poetry appreciation. Which I thought made #SeizeTheData rather ironic as a hashtag. 

Topics: Big Data Data Management HPE

The future of flash is guaranteed

When do we stop using the term "flash storage"? When does it become just "storage"? And when do we as an industry shift the qualifier to "mechanical spinning disk media"? That future may be a lot sooner than you might think. The industry perception of flash storage is transforming from why to why not as I write. At some of the more recent storage industry events I have attended, when a question is asked about the potential of flash storage, the storage administrators in the audience are just as likely as the presenter to speak up and sing the praises of all-flash storage.

Topics: Storage Netapp EMC flash Nimble Violin Memory Kaminario HPE All flash pure storage All-Flash Array

HPE is law-abiding in Las Vegas

At HPE Discover recently the "marketing law of big companies" (which I just made up) was on full display. In essence the premise is that the bigger you are, the harder it can be to make a specific point. I absolutely don't mean there were no big points to be made, but when you have a bunch of them, it is hard for each to stand out. The amalgam can even be a tad plain: once you boil too many — albeit good — things down, you can get too much generalization.

Topics: Storage HP Discover HPE