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The Cloudcast

The Cloudcast #308 - Can VMware cross the Cloud chasm?

August 25, 2017 Aaron Delp and Brian Gracely
The Cloudcast #308 - Can VMware cross the Cloud chasm?
The Cloudcast
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The Cloudcast
The Cloudcast #308 - Can VMware cross the Cloud chasm?
Aug 25, 2017
Aaron Delp and Brian Gracely
Brian talks with Keith Townsend (@ctoadvisor, The CTO Advisor) and Stu Miniman (@stu, Wikibon | theCUBE) about the upcoming VMworld 2017 event, VMware’s relevance in a cloud-centric world, the Dell merger 2yrs later and the advice they would give Michael Dell or Pat Gelsinger.

Show Links:

Show Notes
  • Topic 1 - Welcome back to the show, both of you. What’s new in your worlds and what trends are on your radar these days?
  • Topic 2 - A couple weeks ago The Register forecasted that VMworld is a shrinking event and a stark contrast to the growth of AWS re:Invent. From your perspective, what’s the state of the VMware ecosystem these days?
  • Topic 3 - With Dell being private but VMware is still public, and their stock being up about 2.5x since the merger ($40-100), is there any sense of how money is flowing within VMware (e.g. R&D) vs. flowing over to pay Dell’s debts?
  • Topic 4 - You both get access to the VMware executive team during the week of VMworld. What questions do you wish you could ask them, but it’s not appropriate during the interview or Q&A formats that exist?
  • Topic 5 - Can you explain VMware’s “Cloud Strategy” to us?
  • Topic 6 - HCI (HyperConverged Infrastructure) is growing very quickly and all the vendors now have an HCI play (Nutanix, DellEMC VxRail, HPE Simplivity/Nimble, Cisco SpringPath, Red Hat HCI, etc.). Does the market need this many similar offerings? Which one of these is non-existent in 3-4 years?
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    Show Notes
    Brian talks with Keith Townsend (@ctoadvisor, The CTO Advisor) and Stu Miniman (@stu, Wikibon | theCUBE) about the upcoming VMworld 2017 event, VMware’s relevance in a cloud-centric world, the Dell merger 2yrs later and the advice they would give Michael Dell or Pat Gelsinger.

    Show Links:

    Show Notes
    • Topic 1 - Welcome back to the show, both of you. What’s new in your worlds and what trends are on your radar these days?
    • Topic 2 - A couple weeks ago The Register forecasted that VMworld is a shrinking event and a stark contrast to the growth of AWS re:Invent. From your perspective, what’s the state of the VMware ecosystem these days?
    • Topic 3 - With Dell being private but VMware is still public, and their stock being up about 2.5x since the merger ($40-100), is there any sense of how money is flowing within VMware (e.g. R&D) vs. flowing over to pay Dell’s debts?
    • Topic 4 - You both get access to the VMware executive team during the week of VMworld. What questions do you wish you could ask them, but it’s not appropriate during the interview or Q&A formats that exist?
    • Topic 5 - Can you explain VMware’s “Cloud Strategy” to us?
    • Topic 6 - HCI (HyperConverged Infrastructure) is growing very quickly and all the vendors now have an HCI play (Nutanix, DellEMC VxRail, HPE Simplivity/Nimble, Cisco SpringPath, Red Hat HCI, etc.). Does the market need this many similar offerings? Which one of these is non-existent in 3-4 years?
      Feedback?