Aug. 26, 2013, 5:59 PM
- VMware (VMW) is teaming up with parent EMC to create storage virtualization solutions for SMBs. The solutions will leverage VMware's new Virtual SAN solution, which creates shared storage pools for virtual servers using storage attached to servers (thus eliminating the need for traditional storage networks), along with EMC hardware and software.
- Virtual SAN bears some resemblance to the software developed by ScaleIO, a startup acquired by EMC in July. ScaleIO, Virtual SAN, and EMC's ViPR storage management platforms (covers both EMC and non-EMC gear) point to a growing willingness by EMC to cannibalize sales of traditional storage arrays in the name of selling higher-level software solutions.
- VMware has updated its core vSphere virtualization platform to offer faster disaster recovery and better flash memory performance, and to feature extensions for handling big data workloads. Several other products found within VMware's expansive vCloud Suite (e.g. software automation tools, cloud management software) have also been updated.
- VMware's vCloud Hybrid Service, which allows on-premise workloads to be paired with VMware-managed public cloud workloads (and to move workloads between the settings), is now generally available. CenturyLink's (CTL) Savvis unit will provide some of the public cloud data centers. vCloud Hybrid will face stiff competition from Amazon and Microsoft, who already have large established bases.
- VMware is partnering with Pivotal (set to be taken public by VMware and EMC) to create Pivotal CF, a cloud app development service (PaaS) based on Pivotal's open-source Cloud Foundry platform and available on vCloud Hybrid. Pivotal CF will compete against Salesforce and Microsoft's established offerings.
- Previous: VMware announces new networking platform
Aug. 26, 2013, 1:49 PM
- VMware's (VMW -0.6%) VMworld product announcements have commenced. The most noteworthy is the introduction of VMware NSX, a management/virtualization platform that combines Nicira's software-defined networking (SDN) platform with the networking/security tools found in VMware's vCloud Suite (they allow virtual networking appliances to be set up). NSX is integrated with VMware's vSphere virtualization platform.
- NSX allows VMware to offer a common platform for managing/configuring physical switches, virtual appliances, and the services delivered over them. It amounts to a fresh shot across VMware partner Cisco's (CSCO +0.4%) bow, since it shifts network intelligence away from Cisco's switches and related management tools, and could make it easier to replace Cisco hardware with commodity gear.
- Cisco, which sold off when VMware's purchase of Nicira was announced, is attempting to counter VMware and other SDN players through its proprietary ONE SDN controller and related onePK API, both of which are set to be supported by the company's entire switch/router lineup.
- Brocade (BRCD -0.8%) Vyatta virtual router unit has also been targeting the virtual appliance market.
- Juniper (JNPR -0.2%), which is taking a more collaborative approach to SDN than Cisco (likely due to its smaller market position), plans to have its switches support NSX. Dell, H-P, and startup Arista are also on board.
- Many of the initial hardware supporters are relying on Broadcom's (BRCM -0.6%) Trident II network processor. The chipmaker has long viewed SDN (thanks to its enabling of commodity switch use) as a growth opportunity.
- Early users of NSX include Citi, eBay, and GE.
Aug. 19, 2013, 12:29 PM
- Countering last week's Reuters report, AllThingsD's Hesseldahl reports China's Ministry of Public Security isn't investigating IBM, EMC, and Oracle (ORCL) over security concerns.
- However, Hesseldahl does state U.S. tech companies are on edge over "a noticeable escalation in tension between the U.S. and China on the cyber-security front." Recent NSA spying disclosures, hacking incidents blamed on the Chinese government, and efforts to prevent Huawei and ZTE from selling equipment to U.S. carriers are the clear triggers.
- A source at a U.S. company notes "there has been a clear uptick in mentions in [Chinese] tech and business media of a growing desire among Chinese IT customers to 'buy Chinese.'"
Aug. 16, 2013, 2:46 AM
- China's Ministry of Public Security and a cabinet-level research center are reportedly planning to investigate IBM (IBM), Oracle (ORCL) and EMC (EMC) over security issues.
- The prospective inquiry comes after Edward Snowden's revelations of the National Security Agency's surveillance of user data at major tech companies, and that it hacked into critical networks at Chinese and Hong Kong universities.
- It also follows U.S. accusations of widespread Chinese hacking and amid American hostility to telecom infrastructure companies Huawei and ZTE because of security concerns.
- The probe would add to a growing number of Chinese investigations into major foreign firms, although these have focused on their business practices.
Aug. 7, 2013, 4:30 PM| Comment!
Jul. 24, 2013, 9:28 AMEMC +7.2% following its Q2 report, aided by VMware's numbers. The storage giant is reiterating guidance for 2013 revenue of $23.5B and EPS of $1.85 (consensus is at $23.4B and $1.86). Information Storage sales +4% Y/Y, better than Q1's +1%, thanks to a 39% increase for Emerging Storage (inc. Isilon, Atmos, and XtremIO, +24% prior). EPS lifted by the $668M spent on buybacks, as part of EMC's plan to spend $3.5B in 2013 and 1H14. High-end storage (Symmetrix) is said to have grown and gained share, but no numbers given. Also no details on mid-range sales. RSA Security +3% (+12% prior). Opex +8% Y/Y vs. 6% rev. growth. Pivotal spinoff had revenue of $70M, +11% Y/Y. U.S. sales +4%, EMEA +6%, Asia-Pac +12%, LatAm +12%. (PR) | Comment!
Jul. 24, 2013, 9:16 AM
Jul. 24, 2013, 7:21 AM
Jul. 24, 2013, 1:09 AMVMware (VMW) finished +12% AH following its Q2 beat and in-line guidance. License revenue only +2.6% Y/Y in Q2, but Q3 growth is seen totaling 9%-13%, and 2013 license growth 6%-10%. Service revenue +18% Y/Y, and the unearned revenue balance +$110M Q/Q to $3.6B. VMware mentioned on its CC Asia-Pac bookings grew 40%+ Y/Y, Americas ~20%, and Europe at a "mid-teens" rate, if one excludes the Pivotal spinoff and divestitures. 35% of license bookings involved products other than standalone vSphere (indicates solid vCloud Suite uptake); 37% of bookings involved ELAs vs. 29% in Q1; and end-user computing (PC virtualization, mobile software) license bookings rose at a mid-teens rate. EMC +4.3%. | 1 Comment
Jul. 24, 2013, 12:05 AMNotable earnings before Wednesday’s open: ABC, AOS, ARMH, ARW, ATI, BA, CAT, CFR, CKSW, CP, CVE, DAL, DPS, ECA, ELN, EMC, EVR, F, GD, GNTX, ICON, LAD, LCC, LL, LLY, MCO, MDCO, MSA, MSI, MTH, NDAQ, NOC, NOR, NYCB, OC, OCR, PCH, PEP, PLD, PVR, PX, RAI, RCI, RDN, RES, RLGY, SAVE, STX, TEL, TMO, TROW, TUP, WLP, WYN | Comment!
Jul. 23, 2013, 5:30 PMNotable earnings before Wednesday’s open: ABC, AOS, ARMH, ARW, ATI, BA, CAT, CFR, CKSW, CP, CVE, DAL, DPS, ECA, ELN, EMC, EVR, F, GD, GNTX, ICON, LAD, LCC, LL, LLY, MCO, MDCO, MSA, MSI, MTH, NDAQ, NOC, NOR, NYCB, OC, OCR, PCH, PEP, PLD, PVR, PX, RAI, RCI, RDN, RES, RLGY, SAVE, STX, TEL, TMO, TROW, TUP, WLP, WYN | Comment!
Jul. 23, 2013, 5:17 PM
Jul. 11, 2013, 10:24 AMEMC (EMC +0.2%) confirms its rumored acquisition of ScaleIO. The price tag for the all-cash deal is undisclosed, but prior reports put it at $200M-$300M. EMC says ScaleIO's software, which allows storage found within servers to be pooled, managed, and moved around like the storage found within arrays, will be added to its flash memory product unit. The unit currently offers flash cards, caching software, and (thanks to the XtremIO deal) all-flash storage systems. Will EMC also encourage using ScaleIO's software with server hard drives, or will it hold off due to fears of cannibalizing storage array sales? (Lazard's take) | Comment!
Jul. 10, 2013, 6:30 PMEMC/VMware (EMC, VMW) roundup: 1) EMC has refreshed its Data Domain and Avamar deduplication products. New mid-range Data Domain systems are said to offer major performance/capacity improvements over existing hardware, and Avamar has been updated to better support Data Domain and virtualization environments. RBC recently reported Amazon's S3 service is pressuring Data Domain. 2) FBN (Outperform) says its end-of-Q2 storage channel checks were better than expected. EMC's Q2 results are due on July 24. 3) Craig-Hallum has cut its VMware estimates. Echoing others on the Street, CH thinks license growth is pressured by market saturation and competition from Amazon, Microsoft's Hyper-V, Cisco's Intelligent Automation and Cloupia, and OpenStack. | Comment!
Jul. 8, 2013, 9:22 AMEMC's RSA security hardware/software unit is buying Aveksa, a developer of tools for managing/controlling access to corporate apps and data, whether on-premise or in the cloud. EMC touts Aveksa's ability to help automate decisions on app/data access based on business context, and its ability to complement RSA's efforts to dynamically set security policies. Both software firms such as Symantec, and next-gen firewall vendors such as Palo Alto Networks, have also been developing tools for managing app access. Sources tell the Times of India the deal's price was above $225M. RSA's sales rose 12% Y/Y in Q1 to $232.3M. | Comment!
Jul. 3, 2013, 4:10 PMSome downbeat EMC reports: 1) A source tells The Register EMC's strategy for object storage is "confusing, flawed, and inefficient … and causing internal fireworks." In addition to its Centera and Atmos lines, EMC's growing Isilon scale-out NAS storage family supports object storage, as does its new ViPR platform for managing EMC and non-EMC hardware/services. 2) RBC reports a software update for EMC's mid-range VNX line has been delayed, and that the company's Data Domain deduplication hardware business (has been growing fast) is "facing incremental headwind" from Amazon's (AMZN) S3 storage service. 3) Network World reports VMware (VMW) sales exec Mike Clayville has left to become Amazon's enterprise cloud sales chief, making him the latest in a line of execs to depart (previous). | 2 Comments
EMC vs. ETF Alternatives
EMC Corp supports the businesses and service providers to transform information technology (IT) operations to an as a service model (ITaaS). It operates in three segments: EMC Information Infrastructure, Pivotal and VMware Virtual Infrastructure.
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