Today, ESG released a non-sponsored brief on customer sentiment of the Dell/EMC deal. It’s important to note the emphasis – “non-sponsored.” We did this all by our lonesome – because we wanted to know what real people really thought about the deal. No offense to you non-real people.
In our ESG Lab group, we have a saying: “It’s easy to prove something doesn’t work, but it’s really hard to prove something does.”
Even so, I’m a little surprised at the volume of naysayers that are popping up post Dell/EMC merger announcement. Some of the things I’m hearing and reading are just plain dumb. Thus, allow me to straighten you all out.
2015 has been my year of nonstop ranting about the need for us to get out of the IT Stone Age and into the 19th century. Dumb infrastructure will be our demise. But it’s not too late. There are signs of life starting to appear. All hope is not lost.
Last year I became a huge Microsoft fan, and now Oracle. Me. Oracle. What is happening to me???? I’ve made a living telling Microsoft and Oracle jokes. You’ve probably heard them. I’ve mocked Oracle endlessly for using the middle finger as a sales tool. And now this. I don’t know who I am anymore.
In this ESG Video Blog, I discuss the current and future state of the Hadoop market.
I watched Geoffrey Moore at something a few months ago, stole this concept from him, and made it way more intelligent as applied to our happy little lives in the world of IT. I fully credit him for the concept, and fully credit me for making it relevant. In the world of IT, specifically the world of IT operations and infrastructure, our entire industry is predicated upon you or some vendor finding a way to save you money. It could be direct cap-ex savings, op-ex savings, “time” savings, etc. – but it always comes down to saving that IT guy money. And saving money is good.
I've been thinking about the internet of things (IoT) for a while, but am only now finally starting to grasp the magnitude of what is going to happen - in short, everything (literally) is going to change. Everything.
A few months ago, the US government did a completely insane, and massively far reaching thing - it forced Microsoft to hand over e-mails and personal information of customers of US companies on a server that is in IRELAND.
It's essentially like telling the FBI that they have a right to barge into someone's house in Cork because some U.S. cousin might have sent them something illegal. As far as I know, that's not ok.
Here's the bottom line: HDS is in a primo spot to take advantage of the internet of things. Perhaps no one I can think of outside of GE is in as good a position.
Google, with its marketing genius, just did the greatest talent recruitment exercise I've ever seen.
Today the Boston Globe published an article suggesting that the great (sarcasm) state of Massachusetts should repeal a longstanding law allowing Non-Compete agreements to be enforced (though oddly, ONLY for Tech Companies - so it's totally fine for everyone else).
It specifically called out EMC as a long-standing enforcer of these agreements.
Thus, my two cents.
In this video blog, I discuss considerations and requirements for the Data Center of Tomorrow, and how we make the leap from the Data Center of Today (well, really, Yesterday) to the Data Center of Tomorrow.
First, I can't believe that after changing the name of ESG from Enterprise Storage Group to Enterprise Strategy Group almost 13 years ago, I still got called the former in this Forbes Article.
The author quotes me somewhat incorrectly a few times, but the overall point was correct. I didn't say EMC follows the "5 step program" outlined specifically, I said all incumbent players tend to do this.
What if networks (or RAID controllers) were horizontal versus edge/core vertical? What if we didn’t even have switches? What if the server did its own switching and used a big mesh fabric to create a transient direct connected tunnel from point A to whatever point B is – another node, storage, whatever. You wouldn’t need buffering or queueing, etc. You would just open the pipe and rock and roll.
For your consideration - how I think about "software defined."
A server is a box with CPU cores, memory, flash, and storage. A storage array is a box with CPU cores, memory, flash, and storage. A network switch is a box with CPU cores, memory, flash, and storage. Thus, really, what's the difference between a white box server and storage array or a switch? Ports? Capacity? Big deal. The difference is the software function that is defined to execute on the various personalities involved. It's not the hardware anymore.
It's been a while since I've seen a new way to fail in business, hence the dearth of additions to this series. But now we have a new one - the fantasy business model.
In short, technology is nice - but assuming that you have a "better way" to do something that can already be done some "less better" way by spending money with some incumbent vendor - your road to success will be brutal and statistically rare. I'm glad you have a better mousetrap, but history is littered with the carnage (or lack thereof in this metaphor) of better mousetraps.
But, if you have a better mousetrap - or (gasp!) sometimes a technically INFERIOR mousetrap - combined with a disruptive business model you have a far better chance of upsetting the status quo - or, better yet, the money flowing from the customer to the incumbent.
It's business model changes that upset the traditional way of doing things.
In this case I don't believe Cisco can ultimately keep SDN from happening universally, but it sure as heck is going to slow down that train for a while. Eventually, if it does see the light of day as I suspect it will, Cisco's core networking boondoggle will come under heavy fire - and it will be forced to adapt its business model in that sector, or abandon it - eventually.