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Emc News & Analysis

Will 'Cloud-Only' Cast a Shadow on the Box IPO?

Box CEO and co-founder Aaron Levie is obsessed with the cloud. He wears cloud socks, the license plate of his car said “Go Cloud” and he tweets about “cloud” constantly.

Back in 2010, he asked if it was a “problem to judge girls you meet by how much they know about cloud computing?”

In 2011 he predicted that “for everyone in cloud and the enterprise, this is going to be a very big year for us all.” We guess you could say Box had an exciting year: it landed Proctor and Gamble as a customer.

In 2012 Levie reported “I'm just struggling with a world where #Tebow is more exciting to the general population than cloud computing.”

In 2013 he suggested that a book about cloud storage would be a blockbuster: ”There's a Facebook book. And now a Twitter book. Shocked that no one wants to write about the cloud storage industry. #bestseller”

In 2014 he told the world that a win for Box (after gaining 300,000 employee GE as a customer) is a win for “cloud, user-centric IT, enterprise mobility and more. There is a real sea change in software adoption happening.”

So far this year he’s had to put a muzzle on it (and we’ve missed his stream of jesting tweets) as he waits for its company to go public, which should happen tomorrow. It's expected to open at $14 a share.

Making EFSS More Than Just a Bucket for Content

2015-20-January-Jeetu-Patel-2.jpgOver the holidays I had the opportunity to trade some emails with Jeetu Patel on the future of the Enterprise File Sync and Share (EFSS) industry. Patel is general manager of Syncplicity, a business unit of EMC.

Prior to leading Syncplicity, Patel was Chief Strategy Officer of EMC's Information Intelligence Group (IIG). He was responsible for orchestrating and driving cross-category product vision, growth strategy, innovation agenda, cloud computing and big data initiatives. Additionally, he headed Worldwide Marketing for IIG, where he was responsible for product marketing, thought leadership, as well as competitive, vertical and solutions marketing.

Can Egnyte Snuff Box's IPO Fire?

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Egnyte CEO Vineet Jain makes no apologies. He handpicked today to reveal that his company is raising the stakes in Enterprise Sync and Share (EFSS), just a few days before Box’s IPO. The latter is expected to start trading on the New York Stock Exchange at the end of the week -- on Jan. 23.

Jain said Egnyte initially planned to make its announcement on Jan. 27. But he didn’t want to chance Egnyte getting grouped in with Box should its IPO disappoint. “We don’t want to be defined by the way the market reacts to Box,” he said.

Of course Jain, whose company might be seen as a Box competitor (they are both named in the same Gartner MQ report as well as Forrester Wave), made it clear that though both companies provide solutions around file sharing, they are quite different.

“EFSS is table stakes,” he said. Box co-founder and CEO, Aaron Levie has said this too. Ditto for the CEO’s of a dozen other competing vendors.

Big Data Bits: Spotlight on EMC, VMware, MongoDB, Hortonworks

Big data and the vendors that help us leverage it are “all that” in 2015. The evangelists have created believers. Enterprises are strategizing and implementing, their pilots are done. And entrepreneurs are crushing data and creating smart products, the kind we haven’t seen before.

With only one work week completed in 2015, here’s the hottest of the hot news.

8 Companies Leading ECM Into 2015

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The enterprise content management (ECM) market looks set to change again. According to new research form Boston-based Nucleus Research, enterprises are taking to the idea of storing content on external servers.

ECM vendors have moved into agile mode and are now focusing on the development and simplification of their systems as well as automation and integration of new capabilities to generate value propositions for customers.

6 Predictions for Information Management in 2015

2015-05-January-Fortune-Teller.jpgLast year wasn't dull in the world of information management and if even half of these predictions come true, we're in for some interesting days ahead. From the world of enterprise file sync and share, to big data's IPO dreams, to the future of some of the heavy hitters in the industry, there's a little something for everyone.

Spanning Expands Cloud Data Protection to Office 365

2014-05-December-Copies.jpg"What if?" This question plagues companies who have made the move to the cloud. In spite of reassurances of data security and efforts by providers to back data up, the worst case scenario is never far from mind. Spanning, just over a month after its acquisition by EMC, is offering Office 365 users a solution to help manage that "what if" scenario.

The new cloud-to-cloud backup solution is designed from the ground up to work with desktops, tablets and mobile devices and offers access to all enterprise data wherever employees are working and through their preferred device.

EMC Should Sell Documentum, HP Should Buy It

EMC made big news yesterday when it announced its hybrid cloud play. Headlines raced across the wires saying things like “EMC Frantically Pivots Toward the Cloud” and “EMC Moves Fast To Retain Relevance And to Survive - More Acquisitions Announced.” This isn’t us making the drama. The eye-grabbers come from TechCrunch and Forbes respectively.

Not one of the articles mentioned Documentum. In fact, it doesn’t seem to play a role in EMC’s survival. And this isn’t just what the lack of media attention to EMC’s Enterprise Content Management play suggests. In EMC’s quarterly call with investors last week, neither EMC CEO Joe Tucci nor his lieutenants (David Goulden, CEO of EMC Information Infrastructure and CFO Zane Rowe) uttered the name of its spawn at all.

EMC Gets a Hybrid Cloud Play, Will Anyone Buy?

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EMC has been blasting its trumpets about the cloud for at least four years. It might even be longer, as anyone who has been to an EMC World from 2010 onward can testify. And frankly, even most Las Vegas locals probably equate EMC with cloud because banners have been plastered around the airport, the Sands Convention Center and even the strip for a week each May since 2011, when the company holds its annual user conference.

And while all that’s fine and good, ask the average IT pro what EMC does and they’ll tell you it’s a storage company.

Faking Big Data #strataconf

Sorry folks, but this shouldn’t come as too big of a surprise. Anytime a new technology or field emerges, so does a group of posers. They’re typically software vendors, consulting firms and “experts” who claim to be able to help you cross the chasm between where you are and where you need to go to remain viable in the future.

These aren’t, for the most part, evil companies, snake oil salesman or under educated individuals. Vendors iterate products as quickly as they can and push them out too early, they take shortcuts and rationalize them and sometimes they simply don’t know that they don’t know what they’re doing.

Big data is still an emerging field.

HP, EMC Drop Merger Talk

Hewlett-Packard Co. has walked away from merger discussions with EMC Corp., Reuters reported today. Reuters reported HP has walked away after "months of fruitless negotiations."

The news comes as no real surprise as there were rumors earlier this month that the two companies were deadlocked over financial terms.

Gartner ECM MQ's Challengers, Niche Players and Visionaries

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What’s the difference between a Gartner Magic Quadrant (MQ) Leader and Challenger? A Challenger and a Niche Player? A Leader and a Visionary?

These may sound like trick questions or something for which you have to do homework.  But relax … Gartner did the research and we’ve got the answers. So if you’re interested in how enterprise content management (ECM) vendors rate in this year’s MQ, and what that might mean, read on.

Is it the Market or is it Box? More IPO Woes

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Everyone from Bloomberg to the Wall Street Journal to TechCrunch is reporting that Box has delayed its initial public offering (IPO), yet again. Most cite market volatility as the reason.

It’s the same rationale the company has (reportedly) used in the past, though we don’t know for sure because at this stage of the game Box isn’t offering much more than boilerplate answers like, “Our plan continues to go public when it makes the most sense for Box and the market. As always, investing in our customers, technology and future growth remains our top priority.”

Pivotal Revs Its Big Data Play, But There's a Better Story

2014-23-September-Chunyun.jpgWe’ve all heard an earful about the emergence of computing’s third platform, built for a world in which big data, mobile, social, analytics and cloud change the way we live and work. And while, for many of us, the actual impact thus far has been around shopping, dating, getting movie or music suggestions, there are real world examples that are absolute game-changers for large segments of the population.

And Pivotal’s big data platform and Pivotal GemFire, in particular, is powering some of them.

Pivotal GemFire, for anyone who needs a refresher, is a distributed in-memory data management solution for enterprises creating high-scale custom applications.
 

Changes Ahead for EMC's Documentum, Syncplicity, AirWatch?

The Wall Street Journal is reporting that EMC is weighing its options for a merger or the possibility of being acquired. Though seemingly serious conversations about an HP/EMC merger have fallen apart, according to the New York Times, some industry-watchers suspect they could be revived.

EMC is also reportedly talking with Dell which might be interested in buying pieces of the storage giant. Analysts have told Market Watch that Cisco or Oracle may be potential suitors as well.

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