EMC is taking on more of Cisco’s stake in VCE, maker of Vblock converged hardware. One reason? VCE partners Cisco and VMware have been at each other’s throats.
EMC’s CEO has not met with activist investor Elliott Management yet, but when he does, he’ll likely argue that breaking up (the federation) is hard, and the wrong thing to do.
Lots of personnel moves at and between VMware and parent company EMC (and spinoff Pivotal Initiative as it gets ready to launch.) Also: Cisco and NetApp launch more FlexPods.
The new deal between EMC and Lenovo to sell server-storage bundles could shake up hardware rivals including Dell, Hewlett-Packard and — perhaps most intriguingly — Cisco Systems. EMC, Cisco and VMware are partners on the VCE Vblock effort.
The new Pat Gelsinger-led VMware must do three things to succeed: Carefully guard against favoring its parent company’s products too much; tend to the crucial virtualization and management technologies that underlie its entire franchise; and be nicer to customers and partners.
Wipro’s latest IT foray — a global infrastructure as a service for enterprises — shows how the giant Indian outsourcers are striving to become strategic cloud partners for their business clients and compete for cloud implementation money with IBM, CSC, as well as their in-country rivals.
IBM is taking a third crack at a converged infrastructure product, or “cloud in a box”, and the latest name for it is PureSystems. It took three years and $2 billion to develop it, evidenced by the previous two attempts. IBM unveiled WebSphere Cloudburst in April 2009, a “cloud in a box” that provided a pre-installed and pre-configured set of software, server, network, storage and QuickStart services to “help you take the guess work out of establishing a private cloud,” according to IBM’s press release at the time. Two years later it was renamed IBM Workload Deployer, the WebSphere language removed as the new version supported third party software, not just WebSphere. The latest box does away with the older blade system architecture for a redesigned converged chassis. And in addition to IBM applications, over 100 ISVs shared their expertise to help create a broad “Virtual Appliance Repository” for delivering apps, according to IBM. It’s not clear what all those applications are at this stage. The first two models in the PureSystems family are PureFlex and PureApplication, which IBM positioned as IaaS and PaaS respectively (both systems share the same hardware architecture). They will compete with the well-established VCE vBlock from VMware, Cisco and EMC, as well as converged platforms from HP, Dell and Oracle. There’s no doubt IBM’s top two hundred customers that spend millions of dollars a year with the company will take a look at PureSystems, but you have to wonder what the window of time is for these converged infrastructure boxes, when low-cost cloud computing is readily available, and whether IBM has left it too late to get this product right.
Less than three years in, that’s a very big number, especially since data center buyers tend to be a conservative bunch. Cisco’s Unified Computing Systems definitely has legs, but it still hasn’t cracked the top five server vendors. Rival HP still holds the top slot.
The open source movement has the potential to empower developing countries to use IT to communicate to its citizenry, expand its educational platform and address national disasters. But for many nations, software is not enough, and Silicon Valley companies need to pitch in.
Last week, we listed the “Top 5 Cloud-Computing Stories of 2009.” However, we won’t see the true effects of some of last year’s biggest announcements and news stories until later on this year. These stories signal the emergence of oft-discussed trends that finally should materialize in 2010.