Handicapping Enterprise Security Vendors

In the course of my average work day, I try to read all the cybersecurity news I can. I came across a very good article in Forbes that looks at the cybersecurity opportunities for companies like IBM, Cisco, Dell, and others.  The article points out that the market for cybersecurity products and services is estimated at $77b today, growing to $120b by 2020. That’s a lot of firewalls, AV software, and identity tokens!

Topics: IBM Cybersecurity Cisco Dell

Blue Skies Ahead for Dell, EMC, and Virtustream's Hybrid Cloud

Scientists claim that aftershocks can continue for decades, and in some instances, centuries after a large earthquake event. In the wake of Dell’s announcement to acquire EMC for a staggering $67B, there have been verbal tremors emanating from some corners of the world of IT punditry and sophistry that speculate this deal will be a seismic bust. 

Speculation and conjecture have their place; however, it would be more ideal if these musings were first cross-checked with the actual facts on the ground or...on the acquisition fault line: customer sentiment. According to a recent ESG survey, 92% of Dell and EMC’s customers expect to maintain or increase their level of spending with the combined company. It’s hard to get a much more bullish signal than that.

Topics: EMC Dell

Dell-EMC Deal: The Customers Speak

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.

We, like many others, have prognosticated on the deal – and we have been generally bullish. Many others have decided the deal is garbage.

Alas, we, and they, are not meaningful. Only those who buy stuff are relevant. It doesn’t matter what I think really. Heck, I use a Mac.

So we asked midmarket and enterprise CUSTOMERS of Dell, EMC, or both a series of questions to get their thoughts on the deal.

Topics: EMC Dell

Virtustream's Task - Protecting Dell and EMC's Hybrid Cloud Crown Jewels

In a recent blog and video, I speculated about whether or not Dell would enter the public cloud provider space following their acquisition of EMC. I talked about how Virtustream could serve as the foundation for an infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) solution (via Pivotal’s Cloud Foundry), which, when combined with VCE’s private cloud converged infrastructure offerings, could make for an interesting, end-to-end enterprise class hybrid cloud solution.

Topics: EMC Dell hybrid cloud

More data protection thoughts on Dell and EMC [video]

Last week, I blogged on the combined Data Protection portfolios of Dell and EMC. 

Topics: EMC Data Protection Dell

Dell and EMC – Sanity Check

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.

First, let’s agree Mr. Dell is not an idiot. On the contrary, he’s about 25 billion times smarter than you and I. Second, we should probably agree that Mr. Tucci is pretty smart himself. He took a ragtag bunch who appeared near the end of the customer abuse cycle, with one real product (Symmetrix), and turned it into a powerhouse that has dominated the storage world for decades, and, oh yeah, brought you VMware.

Topics: EMC Dell

Dell and EMC - Better Together?

Recently, I sat down with Terri McClure, ESG’s mobility analyst, to discuss the implications of Dell’s acquisition of EMC from a cloud, mobility and converged/hyperconverged markets perspective.

Topics: EMC Dell

What Happens to RSA?

While last week’s Dell/EMC merger was certainly a blockbuster, nothing specific was mentioned about future plans for RSA Security. Michael Dell did say that there were a “number of discussions about security” during the negotiations, but apparently, no concrete plans yet. Infosec reporters have lobbed phone calls into Round Rock Texas as well as Bedford and Hopkinton, MA looking for more details, but Dell and EMC officials haven’t responded.

Topics: EMC Cybersecurity VMware Dell RSA

Did Dell and EMC Just Simplify the Enterprise Mobility Strategic Decision Making Process?

The fact that major IT vendors are consolidating isn’t a surprise, given the feedback we hear from IT professionals about wanting to work with fewer vendors that can be more strategic to their business.

The Dell/EMC acquisition also lends itself to further validation that traditional IT consumption models are being disrupted, and it is difficult to transform business models and/or continue to operate in a single proverbial IT silo. Some of this dynamic is due to a valid means of consuming IT services from public cloud providers, and the rest can be credited to IT being too complex for too long. While Dell and EMC will not position it as such, the acquisition is poised to capitalize on the fact that IT is slow and difficult to change. This fact is good for Dell/EMC as they will continue to service this massive base even as business consume more services from the cloud.

Topics: EMC Dell Enterprise Mobility

Is Public Cloud in Dell's Cards Post EMC Acquisition?

With the tech world all abuzz about the blockbuster Dell buyout of EMC, a few thoughts on what the combination of Dell and EMC could mean from a cloud perspective.

Topics: EMC Dell Converged Infrastructure Hyper-converged Cloud Platforms & Services