Tech Company Breakups

Multiple tech companies are in the news lately because they’re splitting off parts of themselves. HP, Symantec, and eBay are all splitting off major sections, and there’s speculation about EMC splitting off VMware, and maybe Cisco doing something similar. There was also a conversation about the topic on this week’s… Read More

Cisco ACI and Lossy Control

The centralised command-and-control method doesn’t work at scale. Many people have discovered this independently, from the Romans to the Chinese. It’s just not humanly- (or even computerly-) possible to track that many interdependent variables and make smart decisions. To manage a vast array of components, a central apparatus needs to… Read More

SFD5 Prep Work: Sandisk

Flash Prices 2007-2010

Sandisk are the other public company presenting at Storage Field. Their financial statements tell a very different story from those of EMC that we discussed previously. Check this out: That’s a pretty bumpy ride through the GFC. Here’s what it did for investors, in terms of Return on Equity: Ouch.… Read More

Rackspace is Right to Stay Out of the Cloud Price War

Rackspace have responded to the latest escalation of the price war between Google, Amazon, and Microsoft with exactly the right response. In an article at The Register, Rackspace very clearly state that they charge “premium prices for premium service” and explicitly differentiate themselves from “commodity providers of cloud infrastructure”. Rackspace… Read More

The Economics of the Cloud Wars

It looks like the Cloud Wars are well and truly on, with Google announcing major price drops, AWS following suit, and Microsoft joining in with drops in Azure pricing to match those of AWS. It got me to wondering about how this might end up. Google has been in the… Read More