Articles about dell

Stuff blowing up, comic book style

White box server makers flounder BUT big brands shine

Server spending is up by a third globally with purveyors of clouds buying up boxes to bulk out data centres, mid-sized enterprises refreshing their own estates and component shortages playing a part too. This is according to Gartner, which pegged factory revenues at $16.69bn for the first quarter of 2018, up 33.4 per cent year …
Paul Kunert, 11 Jun 2018
beer

Hyperscale sippers go crazy at the storage bar, judging from IDC digits

The storage market was hot, hot, hot in the first quarter of this year – according to IDC's bean counters, who reckoned shipped capacity rose 79.1 per cent, year on year, to 98.8EB and revenues 34.4 per cent to $13bn. All-flash array sales jumped past disk arrays, and white-box manufacturers' storage revenues rose an …
Chris Mellor, 7 Jun 2018

All is swell at Dell: Look, first storage share gain since closing EMC deal

Dell revenues soared in its first fiscal 2019 quarter, compared to the year-ago period, with losses down two-thirds and server income leaping 41 per cent. For the first quarter of the 2019 financial year – the three months to May 4 – revenues were $21.4bn, 19 per cent higher than the $18bn reported a year ago. The net loss was …
Chris Mellor, 4 Jun 2018

It's good to be the king: Dell gives HPE hell at top of server charts

Top dog Dell barked loudest in IDC's latest server quarterly tracker, overtaking HPE in both revenue and units, while white boxes made a strong showing on hyperscalers' shopping list. In the lower ranks Inspur surpassed Huawei, Lenovo and Supermicro. But ODMs dwarfed all individual suppliers as hyperscale buyers drove the …
Chris Mellor, 1 Jun 2018
Dell logo

New Dell theme song:
I just don’t know what to do with myself

Dell still hasn’t decided what to do with itself, or VMware. A new form 8-K filed with the United States Securities and Exchange Commission on May 17th says Dell “continues to evaluate potential business opportunities, including a potential public offering of shares of DHI Common Stock of Dell, a potential business combination …
Simon Sharwood, 18 May 2018
man opening gift box

If you like Nutanix and you think it's XC... Bit barn boxes or ROBO

Nutanix .NEXT attendees were this week furnished with details about a heavy duty server and skinny ROBO box – two new Nutanix-based hyperconverged systems from Dell. Dell's XC series consists of hyperconverged systems powered by Dell servers using OEM'd Nutanix software. Dan McConnell, Dell veep in the converged platforms and …
Chris Mellor, 11 May 2018
shutterstock_recursion

Open a port and get ready to download this week's networking news

ROUNDUP What happened in networking this week? One of the more interesting happenings concerns Cisco buying some data. The acquisition looks unusual for Switchzilla: it's a data aggregator called Accompany, which boasts “millions of people and companies” and “real-time profiles for every single Fortune 500 CEO”. Cisco said Accompany …
Seattle skyline

US schools' IT systems drop out after weekend firmware update misery

A botched network switch firmware update caused school IT systems to fall over in the US state of Washington, it is claimed. WSIPC, which provides technology and software for classrooms in the Pacific Northwest, said its Skyward and IEP Online services were both out of commission for three and a half days this week while it …
Shaun Nichols, 25 Apr 2018
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 million

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

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