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Thought Leaders In Cloud Computing: Sanjay Mirchandani, CIO of EMC (Part 1)

Posted on Friday, Nov 26th

In the latest interview of our series ‘Thought Leaders in Cloud Computing’, Sramana talks to Sanjay Mirchandani, CIO of EMC. She uncovers additional aspects related to people and process evolution in large enterprises such as EMC, as they journey into the cloud. Sanjay shares his insights on how EMC is using their own core technologies to tier, consolidate and virtualize for attaining business agility that cloud promises.

Thought Leaders In Cloud Computing: Mark Settle, CIO Of BMC (Part 4)

Posted on Thursday, Aug 5th

Mark and Sramana discuss Standardization, Pricing Models, License management in Clouds

Storage Market Shrinks After 21 Years

Posted on Thursday, Oct 29th

According to a report published earlier this year by IDC, the $2.8 billion storage market, which includes technologies such as device management, replication, data protection, backup, and archiving, shrunk 5.2% over the year after 21 consecutive years of growth. EMC remained the market leader with 22% market share followed by Symantec with 19% and NetApp

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NetApp Gains Market Share

Posted on Thursday, Oct 1st

The storage industry recently witnessed another bidding war between the top vendor EMC and the No.4 vendor, NetApp (NASDAQ:NTAP), over data de-duplication specialist Data Domain. NetApp had in May announced its plans to acquire Data Domain for $1.5 billion. EMC won the bidding warwith a $2.3 billion offer that is more than seven times Data

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Amidst Volatility, Be Opportunistic with EMC & VMWare

Posted on Wednesday, Nov 14th

When I last looked at VMWare’s (VMW) IPO performance in August 2007 (first IPO’d at $26 and closed at $58/share), I noted there was no disappointment. Well, until recently, that was a subtle understatement. EMC’s spinoff hit a high of $125/share in October, only to be let down due to the general tech selloff last

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Taking Stock

Posted on Wednesday, Oct 10th

Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale

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VMWare’s IPO: Wait?

Posted on Wednesday, Aug 15th

It has been a strange summer of uncertainties elsewhere in the market, but certainly, VMWare’s hot IPO has not felt any of the pressure. In fact, it has made a slow August exciting with one of Tech’s most important events this year. Eric Savitz at Barrons reports: “EMC (EMC) today generated a massive return on

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