Dave Vellante
Latest from Dave Vellante
Cisco is a bellwether company and a leading indicator of tech market sentiment. It called the recession early and was one of the first companies to call the bottom and forecast strong growth in the first half of 2010. That’s why tracking …
DataDirect Networks Hires Pappas – Is it Time to Get Serious About this Company?
Back in May, SiliconAngle published a note that Rich Pappas was joining DataDirect Networks (DDN). Last week the company made it official, announcing Pappas has joined the privately held company as VP of OEM and Channel Sales. I know Pappas pretty well. …
Cloud Apps are Moving Beyond Just Nice to Have
Earlier this year we published results from a major research initiative trying to understand the impact of Google Apps on traditional on-premise deployment models. On a high level, key findings of that research indicate that: Google Apps is becoming a major contributor …
Private Cloud Stack Wars – Action Heating Up
There’s been a lot of talk these days about “Stack Wars.” The enterprise stack refers to the combination of hardware, software and services intellectual property (IP) that is owned by a specific competitor. Oracle’s acquisition of Sun, HP’s moves to acquire EDS, …
The Future of SAP: Simplicity, Integration and Partnerships
It’s easy to criticize SAP these days. SAP is not a high flying growth stock anymore, it’s had some visible executive departures and users complain about the complexity, cost and lack of flexibility of its products. What’s more, SaaS competitors like NetSuite …
3Par Charts Course For Growth
On a call yesterday, 3PAR CEO David Scott and VP of Marketing Craig Nunes met with industry analysts to review quarterly results. Although I typically enjoy earnings calls, this call was much more interesting than Tuesday’s call with Wall Street analysts who …
Federated Storage: What the Hell?
Next week is EMC World and we’re going to hear a lot more about Federated Storage. In March, EMC put Pat Gelsinger in front of the analyst community and he unveiled the vision of a virtualized, global, federated, cache coherent storage infrastructure…for …
Emulex March Quarter Earnings
Summary While Emulex reported better than expected EPS results, the tone of its earnings call was not upbeat. Weak demand in Unix markets, combined with revenue of $102.2M, which was at the lower end of expectations, and weakness in HBA markets has …
Inside Ten of the World’s Largest Data Centers
Data centers touch all our lives. Businesses rely on data centers to house mission critical information and run operational initiatives across the organization.Today’s largest data centers feature state-of-the-art technology, operation rooms spanning thousands of square meters, and are required to hold billions …
Iron Mountain: Not Your Daddy’s Information Management Firm
I attended the Iron Mountain Analyst Event last night and today. It’s being held at the Liberty Hotel in Boston. The theme of the event is transformation and the venue is appropriate because it’s a very cool hotel, which is situated at …