A good read on realities behind cloud computing

In this article on the venerable Next Platform site, Addison Snell makes a case against some of the presumed truths of cloud computing. One of the points he makes is specifically something we run into all the time with customers, and yet this particular untruth isn’t really being reported the way our customers look at […]

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 […]

Are the wheels coming off?

From Term Sheet (required reading BTW) Since landing in San Francisco on Wednesday afternoon, I’ve met with an assortment of senior venture capitalists, bankers, entrepreneurs and crossover investors. All of them have, in one way or another, been involved with so-called ‘unicorn’ companies. As in the past, they are nearly unanimous in sentiment. The difference […]

M&A: Seagate snarfs up DotHill

The Register reports this morning, that Seagate has acquired DotHill. DotHill makes arrays and their kit is resold and rebadged by many. In general the array market (high end) is in a decline, and doesn’t show signs of turning around (ever). The low and mid market, including some of the cloud bits is growing. I […]

Drama at Violin Memory

Violin has had a rather tumultuous time in market. Post IPO, they’ve not had a great time selling. They have an interesting product, but with SanDisk coming out with their kit, and many others in the competitive flash array space, this can’t be a fun time for them. They don’t have a large installed base […]

Learning to respect my gut feelings again

A “gut feeling” is, at a deep level, a fundamental sense of something that you can’t necessarily ascribe metrics to, you can’t quantify exactly. Its not always right. Its a subconscious set of facts, ideas, concepts that seem to suggest something below the analytical portion of your mind, and it could bias you into a […]

HP to split up

Interesting changes in the corporate M&A or disaggregation arena. With M&A, you are looking to build market strength by acquiring valuable IP, assets, brands, names, teams, capabilities, trade secrets, special sauces, etc. You do that to make your group stronger and more capable of handling the challenges ahead. With a disaggregation, you slice off disparate […]