Proud plumbing

So why did Cisco buy social-networking software provider Tribe? John Chambers, Cisco CEO, is quoted in the D/ blog on the Wall Street Journal website (it might be open to non-subscribers, but I’m in an airplane right now and can’t check) “A lot of...

What is VMware worth?

From the whatever-people-will-pay department My colleague at Data Mobility Group, Walter Purvis, sent me a link to a Barrons blog which summarizes the thinking of several analysts on the issue of VMware’s worth. Let a thousand flowers bloom There is some...

EMC has Ph.Ds? – Part I

An NDA for analysts? As a newly minted analyst I was looking forward to going to EMC’s annual analyst meeting, getting industrial strength marketing smoke blown at me. Then I found they insist on a Non-Disclosure Agreement. Let me get this straight: the analysts...