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August 23, 2010

Comments

Stephen

Absolutely, we're witnessing a battle royale between HP and Dell. 3Par is a prize, and it will make some serious cash, but this is all about shaking up the industry. The fact that HP and Dell are in a dead heat for storage leadership makes this a zero-sum game. One will win, the other will lose. Case closed.

Paul

Hi Chuck

In the grand scheme of things, what impact do you foresee 3Par purchase having on us / our industry? What are the long term consequences?

Sundar

For the price being floated by HP and Dell, 3Par will be a poor ROI asset. Lucky are the VC's who have funded this company along with the shareholders. You sometimes need a windfall in the market and this could be one among them.

Is 3Par the only alternative to "cloud storage"(a fancy title it has earned from the stock analysts in the midst of the bidding underway)??--No way!!!!

Every leading storage vendor out there has a solution when it comes to private or public cloud infra.

If efficiency is all about storing more with less, then all these vendors have some or other solution to make this happen.

With 3Par in HP's hands(assume), I also foresee a similar problem that have occured to the development team of EVA. The original team that understood EVA left HP due to "the importance HP gave for storage". This lead to lengthy or no road maps in terms of EVA as a product line.

Conciously, this time around HP may want to lap up 3Par R&D team and make this a high profile R&D team within HP.Visibly, they can't make a mistake after paying(assume) ~20 times premium over market price. There are news that if they snatch 3par, they may want to end thier relationship with HDS and offer 3par as an alternative to XP arrays.

It's coincidence that it was David Scott who was key for the marriage between HP and HDS. With his company getting acquired(assume) by HP, he's may become responsible for thier divorce as well!!

Tim

reminiscent of the DD purchase. Great strategy

The comments to this entry are closed.

Chuck Hollis


  • Chuck Hollis
    SVP, Oracle Converged Infrastructure Systems
    @chuckhollis

    Chuck now works for Oracle, and is now deeply embroiled in IT infrastructure.

    Previously, he was with VMware for 2 years, and EMC for 18 years before that, most of them great.

    He enjoys speaking to customer and industry audiences about a variety of technology topics, and -- of course -- enjoys blogging.

    Chuck lives in Vero Beach, FL with his wife and four dogs when he's not traveling. In his spare time, Chuck is working on his second career as an aging rock musician.

    Warning: do not ever buy him a drink when there is a piano nearby.

    Note: these are my personal views, and aren't reviewed or approved by my employer.
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