Pure vs EMC: who’s winning?
Forbes contributor and analyst Peter Cohan writes on seemingly conflicting stories coming from Pure and EMC. Let's unpack the dueling narratives. Does Pure win 70% vs EMC or does EMC win 95% vs Pure? The metrics: Both parties seem to agree that they meet up very often...
Friday hike blogging: clouds and sun
I've been hiking regularly, but not posting Fridays due to some schedule conflicts. Last Saturday I took one of my favorite loops, but started from Soldiers Pass rather than Mormon Canyon, and headed counterclockwise. The weather was unsettled, with dark clouds to the...
Mark Lewis on Formation’s enterprise play
Formation Data Systems announced a soft launch a few weeks ago with a $24M round - hefty for a software play - and one of the investors is Kumar Malavalli, the smart guy behind Brocade. StorageMojo spoke to FDS CEO Mark Lewis. The what Formation is focused on...
Adesto resistance RAM shipping now
Adesto Technologies is a company you probably haven't heard of. I'm here to fix that, thanks to a discussion I had today with their CEO, semiconductor veteran Narbeh Derhacobian. Adesto is announcing a whiz-bang new product next week, but you need to know about this...
Friday hike blogging: Sterling Pass trail
After the Slide Rock fire all the trails in Oak Creek Canyon were closed for about 4 months. They reopened the trails October 1, so I've been hiking some of them to see what the fuss was about. The Sterling Pass to Vultee Arch hike is about about 1200 steep feet up,...
Shadow IT industry pt. III: what’s next?
What's next for the shadow IT industry? It should be obvious: after blowing up the storage and server business models, what's left? Networking Amazon has been working on their own networking software and hardware for several years. While networks aren't a large part...
Friday hike blogging: West fork, new and improved!
Finding that the recent fire and monsoon rains had altered the west fork of Oak Creek made me want to go back further up the creek. Without a paddle. So last Sunday I did. That's Steve in the corner. Manou is in the crowd up ahead. Spectacular! In case you couldn't...
Shadow IT pt. 2
The first post on shadow IT looked at R&D spend. Now we look at CapEx spend - specifically PP&E - property, plant and equipment. That's where new datacenters, servers, storage and networks go. Big Spend The FY13 PP&E spend in billions from major players: While R&D...
The shadow IT industry
The power of the big IaaS players - Amazon, Google, Facebook, Azure (AGFA) - constitutes a shadow IT industry. It is a shadow because its operations are outside the transparency we take for granted with legacy IT vendors like IBM, HP, Cisco and Oracle. AGFA announces...
Scale and intelligence: lessons from warehouse-scale computing
Why is enterprise infrastructure so costly and inflexible while warehouse-scale computing is cost-effective and flexible? Is it: a) Enterprise infrastructure is too capital intensive? b) Warehouse-scale people are smarter? c) High-scale systems can't be reduced to...
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