EMC shares ride VMWare madness
478404
77 per cent profit boost EMC saw its stock price leap more than eight per cent today, thanks in part to its 86 per cent stake in the hotter-than-hot virtualization outfit, VMWare.â¦
257924
Recently, the Storage Performance Council (SPC) posted two benchmarks to its web site that were run on an EMC Clariion CX3 Model 40. What's a bit unusual in this case is the fact that EMC did not run the benchmark, Network Appliance did.
577422
EMC subsidiary demonstrates future crash-proofing technology that lets one machine take over where another left off, plus other pies in the virtual sky.
715184
EMC's 20 percent income increase driven in part by the success of its VMware subsidiary.
450067
Shares of Veritas Software (VRTS) surged 9% Tuesday on reports that computer-security giant Symantec (SYMC) is in talks to buy the maker of data-storage and backup
272838
Money is like manure. You have to spread it around or it smells EMC has grown bored of sitting on a fat pile of VMware IPO cash and reportedly dropped $76m for web-based automated backup outfit Mozy.â¦
513844
InfoWorld - EMC has signed a definitive agreement to acquire Valyd Software, a Hyderabad, India, vendor of software for securing enterprise data. EMC did not disclose the sum it will pay for Valyd, a privately held company.
712348
InfoWorld - Like other adopters of server virtualization, Purdue University was concerned that its datacenter would hit the wall, exceeding physical space, power, and cooling limits. The use of EMC VMware let it combine 140 physical servers into three Hewlett-Packard DL-585 servers, a 40:1 compression ratio, says Mike Rubesch, director of IT infrastructure systems. &quot;It helps postpone the inevitable,&quot; he adds.
660201
I believe that investors no longer see EMC dominating the storage market. That's a good thing-in a way, even for EMC.
625010
(InfoWorld) - Intel said Monday it plans to buy a $218.5 million stake in the software firm VMware, bolstering the companies' existing agreement to run VMware's virtualization software on Intel's processors. Intel has been selling chips since November 2005 with specialized technology that allows enterprise IT managers to use a VMware application that treats each hardware platform as multiple "virtual" platforms. The companies also cooperate on their marketing and product development strategies. The chip giant will make the purchase through its investment arm, Intel Capital, subject to approval by U.S. antitrust regulators. The purchase will be part ofÂ an IPO, in which VMware plans to sell 10 percent of the company. VMware has not set a date for that sale, but it is expected to happen in the second half of 2007. In addition to purchasing stock, Intel will also gain the power to appoint one of its executives to the VMware board of directors. However, Intel will still hold a minority stake in the company with just 2.5 percent of VMware stock, according to an IPO registration form filed Monday by VMware with the U.S. Securities and Exchange Commission. The majority of VMware stock -- 89 percent -- will be held by EMC, the enterprise data storage company that acquired VMware in January 2004. That investment has paid off well as VMware has grown quickly. VMware revenue rose 82 percent last year, from $387.1 million in 2005 to $703.9 million in 2006. VMware says that growth rate will continueÂ as currently just a small fraction of existing servers and business desktop and notebook PCs use virtualization software. At the same time, many companies use only a portion of their computing power because the latest multicore processors have allowed their processing power to grow faster than workloads. To solve that problem, businesses can use virtualization software to separate the operating system and application software from the underlying hardware. That allows them to combine multiple servers, storage, and networking units into pools of capacity they can allocate to wherever it is needed most, VMware said in the SEC form. Coming so close to VMware's stock offering, Intel's investment is likely to generate greater demand for the new stock, and for the virtualization industry in general, one analyst said. "Intel likes to know it has a more personal stake instead of waiting for market forces to advance the application of virtualization software," said Richard Doherty, research director at The Envisioneering Group. "It's not like that money was gathering dust on their shelf, but Intel's venture arm tends to trigger others to invest in an industry sector too." The purchase also underlines a growing problem for software firms that have historically charged their licensing fees per processor, Doherty said. In this age of quad-core chips and virtualized server networks, that model could spell trouble for enterprise software providers, who could see their customers doing more work with fewer seats of software. By taking a stake in VMware, Intel is indicating that it sees virtualization firms claiming some of that revenue. Also on Monday, VMware launched Lab Manager 2.5, a new version of its lab automation software. IT organizations use the application to efficiently manage their software development and testing labs, save money on IT management and deliver new software applications to market sooner, the company said. In a separate announcement, Borland Software said it would integrate Lab Manager 2.5 with its Lifecycle Quality Management application, SilkCentral Test Manager 2007. Together, those applications will allow software developers to test their applications across multiple configurations using virtual platforms, instead of having to own many separate, physical test labs, Borland said.
253988
Disk freeze EMC refuses to let server makers get all the low-power data center attention. The storage vendor this week rolled out a new set of services meant to help customers gauge and then lower their energy consumption.â¦
392650
(InfoWorld) - The president of virtualization software leader VMware Wednesday questioned the strategy of rivals that are integrating virtualization functionality into their operating systems. Diane Greene made the comments at the third and final day of the Morgan Stanley Technology Conference in San Francisco. VMware, a subsidiary of storage vendor EMC, doubled revenue in EMC's latest quarterly report, compared to the year ago quarter, as enterprises embrace VMware's virtualization software to make more efficient use of the servers in their data centers. RivalsÂ like Red Hat and Microsoft have responded to VMware's dominance by integrating virtualization into coming new operating systems. Red Hat is introducing Red Hat Enterprise Linux 5 next week, and Microsoft's new Windows server OS is due later this year. But Greene, in discussing virtualization with analysts for the investment firm, said she wonders how effective the competition's virtualization features can be. "Traditionally, the operating system manages the hardware and manages the application. Once you virtualize with a hypervisor, that is now what is managing the hardware, not the OS," Greene said, in a presentation that was distributed via webcast. "Now the operating system is just managing the application. So certainly Windows and Red Hat are moving to integrate virtualization into their OS, but part of the value proposition seems to be lost when you do that." Spokespeople for Microsoft and Red Hat did not respond to requests for comment. VMware is a strong contributor to the earnings of parent company EMC, which also sells storage hardware and security software. Greene also is executive vice president of EMC. Revenue for VMware increased to $232 million in the fourth quarter of 2006, 101 percent more than a year prior. The growth comes from increased demand for VMware Infrastructure 3, a virtualization software suite for servers and storage networks. VMware's growth prompted EMC to recently announce plans toÂ spin off 10 percent of VMware in an IPO. EMC executives said they anticipate releasing the prospectus later this month for the IPO, expected about midyear. Greene noted the stock sale will benefit VMware employees as well as potential shareholders. "Our stock-based compensation will track our performance, and that is the ideal model," she said. Also at the Morgan Stanley conference, Greene acknowledged that virtualizing servers, which helps them use more of their designed capacity, may suppress server sales growth. But she said many customers are upgrading servers as they introduce virtualization into their operations. Those new servers are more high-end products, with greater processing power, and should yield higher margins for server vendors. EMC reported fourth quarter 2006 financial results Jan. 23, posting net income of $389 million, or $0.17 a share, on revenue of $3.21 billion. It edged out analysts' estimates of $0.16 a share. Â
241948
Consolidate like the big boys Well entrenched in the data centers of the Fortune 100, VMware has decided to go after the little guy. The software maker this week plans to roll out a new server virtualization management bundle aimed at small- to medium-sized businesses (SMBs).â¦
513625
(NetApp)  This report reviews what an organization should consider when calculating the total cost of ownership for managing storage in VMware server virtualization environments.  It presents findings from independent research conducted by Oliver Wyman, formerly Mercer Management Consulting, in determining the total cost of acquiring, deploying, operating, and managing storage environments from EMC, HP and NetApp to support VMware server virtualization solutions, and how the total cost of a NetApp SAN storage solution for VMware is over 37% lower than comparable offerings from EMC or HP.
508653
Pots and kettles go flying With an IPO and a major server virtualization battle looming, VMware has turned aggressive in its fight with Microsoft.â¦
547888
Buys board seat to watch IPO Reinforcing its status as the software darling of the moment, VMware has secured a whopping $219m investment from Intel.â¦
229477
EMC introduced updated VMware products that include backup technologies it gained with last year's purchase of Avamar Inc.