Dave Vellante
Latest from Dave Vellante
Virtualization and cloud computing are changing the velocity, agility and economics of the data center. However virtualization, combined with the explosion of data is placing unprecedented demands on I/O bandwidth and creating constraints for users. Despite conventional wisdom, converging storage, network and …
VMware: The New IT Economy – Oracle: The Old Telco Model
I was flying back from San Francisco last week… I feel like I spent a month in California—not that I’m complaining—I’m very fortunate to be part of what’s happening in this industry and the innovations that we’re building around live TV. The …
Larry Ellison Keynote at OpenWorld Throws Competitors and Partners Under the Bus
Tech Boss rips Salesforce.com, Dell, Red Hat, IBM, Netezza, Teradata, EMC and NetApp in his keynote remarks. Quick…what’s worse – being an Oracle competitor or an Oracle partner? Judging from Larry Ellison’s keynote tonight at Oracle OpenWorld 2010 there really isn’t much …
Oracle Stacks the Deck with Integrated Hardware and Software: Convenience, Lock-in and Higher Prices
Each year, Oracle takes over San Francisco for a week and showcases its enormity to the world. At 40,000+ attendees, this year’s OpenWorld is bigger than ever and includes the JavaOne developer conference. Indeed, Oracle’s acquisition of Sun Microsystems last year has …
Ellison Keynote at Oracle OpenWorld 2010: Cloud Computing, Virtualization and Fusion
If the audience at Oracle OpenWorld 2010 was hoping for fireworks between HP and Oracle they were sadly disappointed. As expected, on Sunday afternoon, HP’s Ann Livermore played true to her always professional and respectful form. Larry Ellison, not surprisingly, avoided any …
Hot Cloud Companies: Could NetApp be Undervalued?
NetApp’s market cap closed up over $17B today. That’s an increase of 21.4% in 30 days. Could NetApp possibly be undervalued? In the storage battles, NetApp is the young kid on the block that won’t back down to the big bully– uh …
Storage M&A: IBM Completes Storwize Acquisition – HP Dell and 3PAR Next
I’m at VMworld and the announcement that Storwize is now an IBM company crossed my desk yesterday. I spent about 2 hours with Ed Walsh a few weeks ago reviewing his philosophy, approach and getting some details about Storwize and the history …
Cloud Wars – HP Cloud Strategy – How Dave Donatelli has Changed HP
Last April, Dave Donatelli shocked the storage world by defecting from EMC to join HP. EMC’s savvy lawyers locked him into his non-compete for a year. What a difference a year makes…. At the time of Donatelli’s move, I wrote: So HP just …
Big Data and the Cloud: Why HP and Dell are Fighting Over 3PAR
HP today submitted a proposal to 3PAR to acquire the company for $24 a share, a 33% premium over the offer Dell made last week. This puts the value of 3PAR at nearly $1.6B today — whereas the company’s valuation had never …
Oracle Sues Google – How Google Tried to End Run Java and Why Oracle’s Lawsuit Has Merit
In a terse press release yesterday released by Oracle, the company announced it is suing Google over patent infringement related to Google’s Android operating system. The release simply cited a statement from spokesperson Karen Tillman as follows: "In developing Android, Google knowingly, …