On closure

I work with many people, have regular email and phone contact with them, as well as occasional face to face meetings. We talk ideas back and forth, develop plans. I work on designs, coordinating everything that goes into those designs (usually built upon our kit). I work hard on my proposals, thinking many things through, […]

On expectations

This has happened multiple times over the last few months. Just variations on the theme as it were, so I’ll talk about the theme. The day job builds some of the fastest systems for storage and analytics in market. We pride ourselves on being able to make things go very … very fast. If its […]

M&A: Vertical integration plays

Two items of note here. First, Cavium acquires qlogic. This is interesting at some levels, as qlogic has been a long time player in storage (and networking). There are many qlogic FC switches out there, as well as some older Infiniband gear (pre-Intel sale). Cavium is more of a processor shop, having built a number […]

VC landscape changing: Intel Capital on the market

Saw this in a post on VentureBeat. Intel Capital has been an important player in the space for a while. What happens next to them is worth paying attention to. They’ve been in the thick of many interesting companies, though usually outside of Intel’s core foci. Somewhat beyond the normal corporate strategic VC roles. This […]

Nutanix files for IPO

Short story here. I am not going to pour over their S-1 form to find interesting tidbits, others will do that, and are paid to do so. They are the first of several, though I had thought that Dell would acquire them before they hit IPO. I am guessing that the combination of the price […]

M&A: NetApp grabs SolidFire

This one has been in the rumor mill for a while. NetApp has been needing something to play well in the all flash array space, and it now has something. This said, the array space is very much on the decline certainly with respect to dumb JBODs and smart “filer heads”. That design is being […]