* Posts by JBird

3 publicly visible posts • joined 22 Sep 2017

It's Big, it's Blue and it's down for 3Q: Whomp... there goes IBM's storage hardware revenue

JBird
Joke

IBM Storage?

IBM sells storage?

Pure now a billion-dollar revenue biz as Dell EMC, HPE take eyes off prize

JBird
Alert

Not much time left....

My $0.2 on this is Pure doesn't have much time left to become "successful" be that turning a profit or getting bought out. The world of I.T. has moved on to infrastructure that obliterates the demarcation lines between compute, storage and networking. Look at the surge of hyper-converged or composable. Now sprinkle NVMe based media into the equation and you have the ability to do some really interesting things. Super high velocity infrastructure. No TORs. I have a feeling we will look back at these days as we do now in looking at gen1 mobile phones, when we racked/stacked hundreds/thousands of individual components, Frankenstein it all up, cross our fingers and hit the enter key.. 'How did those old guys make that stuff work?', they'll be asking in the future. You know, in the next 24 months..

HPE sharpening the axe for 5,000 heads – report

JBird
Facepalm

Change hurts, but....

Complete disclosure, I am foot soldier here at HPE. I think it is too easy when we lay all the problems and blame at the feet of the CEO. We do that all the time and I have seen this movie before. "Its Mark Hurd's fault, its Sam Palmisano's fault, or Lou Gerstner, or Ginni Rometty, ect.,ect. In some cases you could point the finger of blame squarely on a CEO as some have made TERRIBLE decisions that left you scratching your head wondering how these people came into running multi-billion dollar IT outfits when they can barely operate a cell phone. However, in this case I think the real drive is the industry itself and we are witnessing the collective reaction of all large IT companies. Show me one that is the same as it was just five years ago. The real change that has all big outfits freaking out, is this movement away from separate compute, storage and networking run by specialists, to a world where all that is run by generalists at software defined speeds and petabyte scale. This has been coming for a long time and we all know it. Don't believe me? Where is EMC? They saw this coming and realized there was NO WAY they could innovate their way ahead of it. My point is this new world is tearing down the traditional departments that we have all worked in for years and we are watching this real time. Who will win and who will lose? Don't know, but I like our odds (assuming I still have a gig at the end of this! :/