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March 15, 2013


Brian Gracely

Good write-up as always Chuck. Wonder if you can help me understand some of the numbers in the graphs. It highlights that EMC believes that 86% of existing apps will stay in Private Cloud.

During Pat Gelsinger's presentation, he highlighted that he expected server virtualization to be a $6B market, and public IaaS to be a $14B market.

Can you help me better understand how those two projections connect? On the surface, it seems like they might be somewhat in conflict. Numbers are always complex (and slides are simple), so any depth of understanding is appreciated.

Chuck Hollis

An app can be large or small, thus can consume a variable amount of infrastructure, virtualization, etc. What you're seeing in the first number is a simple count of application workloads -- regardless of size.

The second number is (I believe) an addressable TAM (total available market) given the existing and anticipated products in the combined portfolio.

Bottom line -- trying to connect the two numbers probably can't be done without multiple transformations. I've seen the work that did this, but it's probably too dense for me to blog about -- not to mention being somewhat proprietary.

-- Chuck

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Chuck Hollis

  • Chuck Hollis
    SVP, Oracle Converged Infrastructure Systems

    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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