Articles about dell

New York Stock Exchange floor view

It's a Pivotal moment: Dell's cloudy soft limb hits the stock market

Pivotal has set its initial public offering share price at $15, with hopes of raising $555m and an anticipated $14-$16 price band. The shares are expected to trade on the New York Stock Exchange from today. Dell Technologies is expected to hold almost three-quarters of the stock and because there are two types of share – class …
Chris Mellor, 20 Apr 2018
Trying to catch money in a net

Will Dell eat VMware? Or will Carl Icahn snack on Dell? And where does Uber fit in? Yes, Uber!

The “what will Dell do to/with/for/about VMware” rumour mill has started spinning again. The force giving the mill the biggest push is a hint that activist investor Carl Icahn has acquired a chunk of VMware. Icahn’s shares are said to be enough to give him influence, but have not triggered thresholds requiring regulatory …
Simon Sharwood, 20 Apr 2018
Bomb on PC screen

PCs were more and less expensive in Q1 as shipments stalled

PC shipments continue their slow slide, with analyst firms Gartner and IDC both releasing data for 2018’s first quarter showing further slippage. IDC counted 60.383 million PCs heading out of factory doors around the world, down just 14,000 from Q1 2017’s 60.397 million and an assessment of “flat” sales. Gartner’s count …
Simon Sharwood, 12 Apr 2018
Woman looking sceptical. photo by shutterstock

Dell software limb Pivotal's IPO hopes: $592 MEEELLION

Dell's cloudy native software production house Pivotal expects its initial public offering to raise up to $592m. This is far more than the initial $100m reported in March. It's offering a total of 42.6 million Class A shares (including an over-allotment option for underwriters) priced between $14 and $16 each. According to …
Chris Mellor, 10 Apr 2018
Easter_Island_Monoliths

From far from good to good from AFA: Flash array floggers jostle for position

Huawei came out of nowhere in 2017's fourth quarter all-flash array sales race, flogging 10 times as much kit as it did the year before, meanwhile NetApp more than quadrupled its A-Series sales. OK, both jumps are from small bases – $7.3m and $46.8m respectively – but the growth, to $84.1m in Huawei's case, shows buyers are …
Chris Mellor, 9 Apr 2018
Amazon data center

HPE shines in IDC Converged Systems tracker, Cisco does not

Cisco stumbled in the hyperconverged infrastructure (HCI) section of IDC's Worldwide Quarterly Converged Systems Tracker, for 2017's final quarter as HPE did a Falcon Heavy and took off. The worldwide converged systems market grew 9.1 per cent year-on-year (y-o-y) to $23.6bn in the fourth quarter of last year, and $12.5bn in …
Chris Mellor, 5 Apr 2018
Money see-saw

Pivotal Software files for IPO, with Dell to remain in control

Dell’s Pivotal Software limb has filed for an initial public offering. Pivotal’s Form S-1, the document filed before an IPO, makes for interesting reading as it reveals annual revenue of US$509m for FY 2017/18, up from $416m in 16/17 and $280.9m in the preceding year. But the company also posted net losses for those years, of …
Simon Sharwood, 26 Mar 2018
Data center

Happy days are here again: 2017 set record for infrastructure sales

Analyst firm Canalys has claimed 2017 saw record shipments of data centre infrastructure. The firm’s totalled sales of all storage, servers and data centre networking kit shipped last year and come up with the figure of US$142bn, up seven per cent from 2016’s spend. Cisco, Dell EMC and HPE collectively scored half of all that …
Simon Sharwood, 16 Mar 2018
Burning money

‘Dead weight’ Dell would destroy VMware’s value, says big investor

Investment firm Jericho Capital Asset Management L.P has departed from its usual practice of not commenting publicly on deals by publishing a scathing letter addressed to VMware’s independent directors decrying a reverse merger between VMware and Dell. Jericho owns around 1.8 per cent of VMware, enough to make it a big …
Simon Sharwood, 14 Mar 2018
3_wise_guys_by_Niba_Aldin_Thune

We three kings of Dell EMC are; bigging up storage we traverse AFA

Analysis Three top Dell execs told the earnings call that they were taking the fall in storage results seriously, were doing all they could to fix them, and that early signs were encouraging. The Dell EMC storage business had shining bright spots, with $15.3bn for the full year, the hyperconverged portfolio seeing triple-digit demand …
Chris Mellor, 12 Mar 2018
Dunce

Dell results: Well done, ice cream for everyone! Er, not you, storage

Dell had a reasonable fourth 2018 quarter in all areas but one – storage. Yes, EMC let the house down with an 11 per cent drop in revenues year-on-year. Total Dell Technology revenues were $21.94bn in the quarter, a 9 per cent rise on the year. Net income was -$533m, a big improvement on the year-ago -$1.4bn. …
Chris Mellor, 8 Mar 2018
man worries as earthquake shakes shelf

BOOM: Server shipments up as huge clumps of white boxes suddenly fly off shelves

Server shipments boomed in 2017's fourth quarter, with total revenues bouncing 26.4 per cent on the prior year and unit sales stepping up 11 per cent. Hyperscaler and cloud service provider customer buying patterns are causing tectonic shifts in the market. IDC's Worldwide Quarterly Server Tracker said all parts of the market …
Chris Mellor, 1 Mar 2018
Group of young people yawning/looking bored. Photo by shutterstock

Intel's announced PCs packing 5G, and that's just plain wrong

Intel's breathlessly announced that Dell, HP, Lenovo and Microsoft will deploy its 5G modems in their portable PCs sometime in the second half of 2019, and that it will show off prototypes of said laptops at Mobile World Congress (MWC) next week. Which is actually pretty bad news, because laptops with built-in-modems never …
Simon Sharwood, 23 Feb 2018
Broken laptop

The e-waste warrior, 28,000 copied Windows restore discs, and a fight to stay out of jail

A California electronics recycler is fighting to stay out of jail after he admitted copying thousands of Windows reinstallation discs for use with refurbished PCs. As an e-waste warrior, Eric Lundgren wished to see discarded computers fixed up and reused rather than crammed into holes in the ground. To encourage people to …
Shaun Nichols, 21 Feb 2018
A_KUDR http://www.shutterstock.com/gallery-1864778p1.html

Teensy plastic shields are the big new thing in 2018's laptop crop

The PC market may be in decline but someone is going to buy about 300 million of them this year. And because The Register knows that plenty of our readers are responsible for PC purchasing, deployment and maintenance … here we are with our annual guide to what's new and notable among the new models from HP, Lenovo and Dell, the …
Simon Sharwood, 20 Feb 2018
Trimming hedges

Say goodbye to a chunk of that sweet Aruba payout, hedgies – judge

Hedge funds wanting a court-ordered higher share price from HP when it acquired Aruba have been dealt a blow costing them $17.3m. HP bought wireless networking supplier Aruba for $2.8bn in May 2015, paying $24.67/share. There were no other bidders and lawsuits were filed by stockholders arguing HP should have paid a higher …
Chris Mellor, 16 Feb 2018
VxBlock_1000_Horizontal

Three become one: Dell EMC's VxBlock range is now a seriously big iron

Dell EMC has smushed its three-product VxBlock range into a single, more scalable composable infrastructure – the VxBlock 1000. VxBlocks are rack-scale systems converging separate servers, storage and networking into a single converged infrastructure (CI) system orderable as a single product, and delivered and installed ready …
Chris Mellor, 13 Feb 2018
People whispering

How back of server pack rat Inspur has sailed into the top-three slot

Analysis Behind the numbers in Gartner's third 2017 quarter server tracker are some startling revelations concerning Cisco's server pricing and Inspur's arrival as a top-three supplier. So what can we glean from this table? Gartner 3cy2017 server numbers Inspur-presented Gartner Q3 CY2017 server numbers Inspur Seeing Inspur in …
Chris Mellor, 12 Feb 2018

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