Dell takes 3PAR

3PAR isn’t technically high performance storage. They are more of a competitor to EMC and HDS. Specifically in the array arena. This arena is a large one, though arrays are losing favor as compared to clustered storage systems (IDCs view, and I think StorageMojo’s as well).

The article notes the price at $1.15B USD.

It suggests Dell is focusing upon the integrated stack worldview, and thinks a switch vendor will be next. I could see them taking Voltaire (10GbE and IB), or a few others. Possibly even Mellanox.

So what happens if and when there are say, 4 vertical stack providers: Dell, HP, IBM, and Oracle, along with a few mostly verticalized stack providers like Cisco. Are you the end user more or less likely to buy a complete stack than to buy what you need? Can you get some from menu a and some from menu b? And what happens when you discover that the verticalized stack can’t actually meet your needs?

We’ve seen a few customers on/around Wall Street that simply couldn’t buy anything but specific brands, even if this meant that they would be unable to fulfill mission objectives. I was blown away by that. Their own IT requirements precluded them from offering new products to customers because they couldn’t field the machines to be able to meet their mission objectives … without violating their brand loyalty mandates.

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2 thoughts on “Dell takes 3PAR

  1. @Ryan

    I don’t think this is exclusive to Dell … every company needs to keep an eye on their business models, and figure out what they want to be.

    My sense of Dell is mostly on the consumer computing side (they do much of this pretty well), though they aren’t doing what Apple is doing. This could be a good or bad thing … On the enterprise side, they have a good presence.

    But this market is evolving. Mobile computing (tablets, etc) look to be something very much on a growth path, and the back end stacks are looking a great deal like clouds. I can’t speak to what Dell is or isn’t doing in these spaces.

    I can say that if you are stagnant, you are dead. I don’t think of them as stagnant. I do think of them in terms of keeping an eye on trends, and focusing where they can leverage their capabilities.

    Desktop PCs are going away for some subset of the market. This is Dell’s bread and butter, so they do need to look how to replace that revenue.

    But, again, this is not just Dell. Every company needs to worry about this.

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