Before Ethernet won the LAN wars between Ethernet and token ring, there was a legitimate debate of speed over architecture. In the 90’s, Ethernet moved from 10 Mbps to 100 Mbps while token ring moved from 8 Mbps to 16 Mbps. While a significant difference in speed, an argument of dedicated bandwidth in token ring vs. contention-based Ethernet was interesting. The industry settled on raw speed. There’s similar debate in today’s Ethernet. Customer needing speeds above 10 Gbps must make a decision on 25 Gbps vs. 40 Gbps.Read More
I made a hyperbolic statement on Twitter. I claimed that AWS’ Snowball Edge device was a direct competitor to Nutanix and other hyperconverged platforms. It’s Twitter. Tweets like mine are meant to generate conversation. It’s equivalent to clickbait. Of course, Snowball Edge isn’t a direct competitor to Nutanix and other HCI solutions. I further explained my position over on TechRepublic.com. However, Snowball edge strengthens Amazon’s position as a competitor to traditional IT including classic HCI.Read More
A cloud executive and engineer that I highly respect wrote a blog post detailing why he believes CIO’s should avoid building private clouds. Subbu Allamaraju comes from Yahoo and Ebay. He knows private clouds extremely well. He’s now the VP of Cloud at Expedia. So, he knows what he’s talking about when it comes to building and managing private clouds. I don’t doubt any of his advice. I found the advice well thought from his lens.Read More
I felt like I heard two completely different pitches surrounding container networking from the two companies best positioned to discuss the topic. Both Google and Docker presented on container networking at the VMware-sponsored FutureNET event. FutureNET is a future of networking summit. It was nearly impossible to tell what company sponsored the event. We heard a ton about OpenStack and SDN with little reference to either vSphere or NSX. Let me share the highlights of the Google talk and then discuss the takeaways from the Docker discussion.Read More
The thought that Michael Dell is going to leave VMware alone is crazy. To play on his statement on theCube when asked if he was going to sale VMware - People simply don’t understand the present and the future of enterprise IT if they believe VMware will remain autonomous. To Dell’s point, EMC is currently a cash machine. With free cash of $5B a year, EMC can service the debt needed to pay for the merger. In theory, this leaves VMware’s cash flow clear for re-investment in R&D and what VMware’s management deems critical to the future of the company.Read More
Peeling back some of the data points from VMworld reveals some interesting insights into the state of Cloud in the enterprise. According to VMware only 5% of enterprise data lives in the Public Cloud. In five years that number is expected to jump to 50%. What does this mean?Read More
It’s time to have a discussion on True Public Cloud. Wikibon did a post a few months ago on their definition of True Private Cloud, and I followed that up on my definition of private cloud. I think it’s time to discuss when you truly know your organization has adopted Public Cloud and when you’ve only lifted and shifted your data center from private infrastructure to Public Cloud VMs.Read More
I’m coming off VMworld 2016. A consistent theme I heard throughout the conference is the need for a multi-cloud strategy. Pat Gelsinger provided stats around cloud usage amongst VMware customers. A couple of interesting numbers were the average number of clouds providers per enterprise and that 50% of data will be stored in the Public Cloud vs. 5% today. VMware believes an average of 8 cloud providers exist within each enterprise. There’s also no consistent API across cloud provider. Without a consistent API, administrators have to manage several security, network and compute domains.Read More
Nutanix recently announced that they've independently tested their hyperconverged infrastructure (HCI) solution to run on Cisco UCS servers. I've seen much confusion on Twitter. There's an assumption that Cisco and Nutanix has entered an OEM relationship.Read More
If you watch the Twitter stream or read the analysts' predictions, Public Cloud is taking over the data center. So, why am I attending VMworld for the 5th straight year? VMware is obviously a legacy data center technology company and the world is moving to Public Cloud.Read More
Can we all just take a minute and calm down and look at Public Cloud for what it is in the enterprise? It’s only another tool in the tool belt of enterprise architects and CTO’s to deliver services to their customers. Will some large companies choose to go all-Public Cloud? Yes. However, the majority of businesses continue to use a mix of Public Cloud and on-premises solutions. Chances are if you are large VMware, Microsoft or Oracle customer, you will continue to be large clients of these vendors. I’ve bet the next few years of my career on the concept of hybrid infrastructures. So, I’m biased.Read More
IT infrastructure is moving up the stack. IT organizations are under pressure to deliver more capability with little to no growth in their budget. The budget pressure means CTOs/CIOs must drive as much efficiency out of their resources. These resources include employees, vendors, and equipment. The beneficiaries of these drivers are Public Cloud computing and engineered system vendors.Read More
EMC is like many enterprise IT vendors. Vendors get trapped between the past and the future. The announcement of the Unity All-Flash-Array (AFA) and their cloud services is an example of the uphill battle left to fight. Today’s enterprises no longer have the luxury of sitting back and waiting for their IT vendors to produce products that address business concerns. The last EMCWORLD highlights the struggles of both suppliers and customers.Read More
There're so many stories of failed ERP projects that some question if ERP ever delivered value to the business. The projects proved much more complicated than originally envisioned by vendors and project sponsors. Most cases the challenge had nothing to do with technology but business processes. IT infrastructure automation has similar pitfalls.Read More
Since I left, PwC, I don't get to talk to as many customers. I still have a thrust for understanding and talking about what's happening in the industry. So, I speak at as many conferences as possible to get a sampling and I listen to the investor conference calls of major enterprise companies such as VMware and Intel.Read More
While the business is celebrating some new announced organizational change as an IT professional, you are sitting back wondering how you are going to accomplish some unreasonable task related to the said business decision. This post is the first in a series of posts that discusses the impacts of business decisions on IT. As a fellow geek with some business experience, I’ll try to provide some insights into where to start your journey for an answer. In this first post, I’ll tackle the thoughts and concerns a divested business unit.
There are different types of divestitures. The most common is being part of a business unit sold to another organization. I’ll address that scenario in the future. The scenario of today’s discussion is being spun out.Read More
I wrote about HPE's composable infrastructure and why it's not boring. Going up a layer on the Stack is VMware and why it's not boring. I've often said that the most interesting thing about the Dell acquisition of the EMC is VMware.
VMware sits in a unique position within the industry. While EMC just about completes Dell's enterprise aspirations, VMware has the potential to lead change within the industry once again. VMware has attempted to get their cloud-native message out. It's my opinion it's due to the lack of focus on developers is falling on deaf ears so far.
The simple fact of matter is that VMware is embedded into the large enterprise. The simply need to continue a product maturation that appeals to the right groups and solidify their execution.
With a VMware hitting on all cylinders, it's well positioned to move the overall industry forward. What my coffee talk as I discuss the topic.
My Tech Field Day (#TFD) friend Enrico posted a well-timed article on the Register questioning the value-add of hyperconverged infrastructure (HCI) to the overall server industry. He basically called the trend a race to the bottom for server vendors. His argument is that there's not a ton of differentiation between HCI solutions. Of course the HCI vendors would argue otherwise. I agree that without a solid platform play there's nothing especially brilliant about HCI from one vendor to the next.Read More
I’m at the HPE Tech Day, a blogger/influencer event. I’ve heard HPE’s composable infrastructure message a few times. Each time I get something new. From a high-level think of software-defined infrastructure (SDI) that expands beyond individual blades and virtualization. In HPE’s example, the boundary becomes a single Synergy chassis. You can create different sized virtual physical nodes. I’m going to called this virtual physical infrastructure (VPI).Read More