Resultados 1 a 5 de 5
  1. #1
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    [EN] VMware walks away from Virtustream joint venture with EMC

    By Arik Hesseldahl
    December 14, 2015

    Cloud software company VMware says it will not participate in a previously announced cloud services joint venture called Virtustream with its parent company EMC.

    The decision is likely to further complicate the already complex circumstances surrounding Dell’s proposal to acquire EMC and its controlling stake in VMware in a deal worth $67 billion when it was announced on Oct. 12.

    Eight days after that deal was announced, EMC and VMware announced plans to create Virtustream as a 50-50 venture. The Virtustream announcement has been blamed for contributing to a 25 percent decline in the value of VMware shares during the last two months. Dell and its investor Silver Lake have proposed using tracking shares linked to VMware — of which EMC is a majority owner — to help pay for acquisition. The decline in VMware shares has reduced the hypothetical value of the proposed tracking stock.

    The move to create Virtustream also proved unpopular with EMC and VMware shareholders, who have lobbied for an unwinding of the venture, arguing that it appeared to be a “dumping ground” for money-losing assets.

  2. #2
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    VMware Waving White Flag On EMC Virtustream Venture Creates Cloud Chaos

    by Steven Burke and Matt Brown
    December 14, 2015

    Strategic service providers Monday said VMware's sudden decision to throw in the towel on its EMC-Virtustream cloud joint venture creates confusion and uncertainty around the virtualization market leader's cloud future.

    The vociferous reaction came after VMware said it will not be participating in the formation of the Virtustream Cloud Business that it had agreed to be part of just two months ago.

    The change in strategy was accompanied by the resignation of two members of VMware's board of directors: former Accenture CFO Pamela Craig, a two-year board member, and former Cisco CFO Dennis Powell, an eight-year board member.

    VMware also appointed EMC board member Donald Carty -- the former CEO of American Airlines who was appointed to the EMC board in January -- to the VMware board.

    "This is confusing," said Jamie Shepard, senior vice president for health care and strategy at Lumenate, No. 145 on the CRN Solution Provider 500. "We had communicated the benefits of this venture to our customers, and they were looking forward to a vCloud Air-Virtustream business. Now you have a phantom roadblock preventing it from happening."

    The biggest impact will be to the cloud services pipeline that Lumenate was building with VMware-Virtustream. "This was a big part of our pipeline for the first quarter," he said. "We were hoping to see the vCloud Air and Virtustream models integrated. Customers were applauding that. Now we have to readjust."

    For strategic service providers advising customers on cloud strategy, it is a sure sign they can not rely on the "vendor community to define our cloud business model," said Shepard.

    The uncertainty around VMware's future cloud strategy and direction comes in the wake of Dell's blockbuster $67 billion planned acquisition of storage market leader EMC, which owns 81 percent of VMware.

    Attempting to drive more shareholder value, EMC and VMware told investors just four weeks ago that they were creating a a new cloud services business jointly owned by the storage market leader and its VMware subsidiary. CRN reached out to VMware, EMC and Dell for comment and will update this story if we hear back.

    The centerpiece of the new business is Virtustream, the enterprise-grade cloud services business EMC acquired for $1.2 billion in July. The new 50-50 EMC-VMware-owned business will be run by Virtustream CEO Rodney Rogers.

    VMware CEO Pat Gelsinger last week during a keynote address at the NexGen Cloud Conference downplayed the uncertainty created by Dell's pending acquisition of EMC.

    Speaking just three days before EMC board member Carty joined the VMware board, Gelsinger said it doesn't matter whether there's a "D" or an "E" in front of the VMware name, as VMware will continue to have an independent board of directors under Dell as it did under EMC. "The result is, we will keep doing what we are doing," he said at the event, which is hosted by The Channel Company, the parent of CRN.

    Kent Christensen, practice director at Eden Prairie, Minn.-based EMC partner Datalink, said the move could signal VMware's exit from EMC's federation of companies.

    "This is a sign that VMware is not going to participate in the federation as much as it was earlier," Christensen told CRN. "It's a sign that it could get spun out. That's clearly what EMC wants."

    "There's a lot of confusion around the whole thing. The parent company says, 'You're going to be part of Virtustream and public cloud.' That's a big statement. For [VMware] to say, 'No, we're not' is quite a statement. They're not falling in line."

    Dan Serpico, president of FusionStorm, No. 47 on the CRN SP500, one of the top partners for EMC, VMware and Dell, said he sees more "confusion" in the market as a result VMware's strategy shift. "It was EMC that made it a big deal," he said. "They made a big announcement, with a lot of fanfare, and now you get this very small announcement that [VMware] is not doing it. I don't know if it's good or bad, or if the original plan wasn't going to work the way they thought it was going to work."

    Serpico said the Virtustream Cloud Services arrangement was too new to have much impact on partners."It's so new that I don't know where our role was for that anyway," Serpico said. "The merger was evolving, so the impact on the channel community was evolving anyway, so I don't know that the change is disruptive."

    Douglas Grosfield, the founder and CEO of Five Nines IT Solutions, a Kitchener, Ontario, strategic service provider, said the VMware cloud confusion is one more sign of the "muddy waters" that are part and parcel of vendors scrambling to define a clear path to the cloud for customers.

    "There is a lot of confusion in the market right now," he said. "VMware pulling out of this venture introduces more confusion. 'Muddy waters' just doesn't do justice to what is happening in the market. There are a lot of cloud horse owners in the form of vendors that don't know which horse to put in the race. How is the average business person or consumer going to know where to place their bets?"

    Grosfield says the VMware confusion hammers home the importance of strategic service providers like Five Nines IT Solutions giving clear direction for customers to drive business value from cloud-based services. Grosfield sold his stake in a traditional managed service provider business, Xylotek Solutions, just one month ago to start Five Nines IT Solutions.

    "There has never been a time where strategic service providers like Five Nines are more necessary," he said. "You have to be able to blow all the vendor smoke away for end users, assimilating all the stories and rumors and backpedaling that happens in the industry today. We have to be able to get down to the nuts and bolts of what technologies customers need to invest in. They can't afford to make a mistake and bet on the wrong horse. You need to invest wisely in technology so your business can be stronger and more profitable. We are the pole in the stand that customers can anchor themselves to."

    Daniel Ives, managing director and senior analyst for FBR & Co. , a New York investment firm, called the VMware decision to throw in the towel a good move.

    "This has been a hot-button issue since it was announced in conjunction with VMware's earnings, post the EMC/Dell deal, and has put pressure on shares accordingly," said Ives in a research report following the announcement. "Virtustream was going to result in a, roughly, $200 [million] to $300 [million] non-GAAP hit to the bottom line for VMware in 2016, and this remains one of the more 'head scratching' moves we have seen recently across the tech space. With tech investors already having 'white knuckles' around VMware, post the EMC/Dell deal, and given the nature of the tracking stock, for VMware to actively participate in this initiative (coupled with a softer outlook) was the 'one-two punch' that added to pressure on shares recently. We are glad management/board heard the loud frustration of investors and decided to move away from this ill-timed initiative."

    VMware, for its part, said in the 8-K filing that it will update its 2015 fourth-quarter and full-year financial results in Jan. 2016.

    The CEO for one of VMware's top enterprise partners said he sees the backpedaling as a sign of the financial turmoil facing cloud providers like Virtustream even in the face of strong results from Amazon Web Services and Microsoft.

    "A lot of these cloud companies are grossly unprofitable," said the executive, who asked not to be identified. "Their market capitalization does not support their financial performance. There are two games being played here – what is right for the customer and then what goes on in the boardroom with regard to the stock price. There is a consistent conflict between the two. Part of the Dell-EMC deal requires them to realize the financial value of VMware because EMC owns so much of it. Dell and EMC are trying to take that money and do something with it."

  3. #3
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    VMware backs out of planned Virtustream cloud business

    By Brandon Butler
    Network World | Dec 14, 2015

    Just months after announcing plans to merge its cloud business with EMC’s Virtustream, VMware said today that it is backing out of the deal.

    VMware informed investors via a regulatory filing that it will no longer participate in the formation of a Virtustream Cloud Services Business unit, but did not say why.

    The move comes as EMC announced over the weekend that is moving forward with plans to be acquired by Dell for $67 billion, having not received any better offers since the record deal was revealed in October

    The history between VMware and Virtustream has been murky.

    EMC, which owns a majority stake in VMware, announced in May that it was buying Virtustream for $1.2 billion. Virtustream is a niche IaaS cloud computing provider that specializes in helping customers migrate complex workloads, such as customized SAP programs, to the cloud.

    VMware, meanwhile, has its own cloud strategy, the latest iteration of which is named vCloudAir. It’s also a public IaaS cloud computing service that offers virtual machines, storage, databases and disaster recovery as a service, among others features. VMware’s cloud offering has struggled to gain major share in the IaaS public cloud market dominated by Amazon Web Services, Microsoft Azure and IBM.

    When EMC bought Virtustream there was talk of overlap within the EMC Federation between Virtustream and VMware, but EMC officials played that down. After Dell made its leveraged buyout offer for EMC, and in turn VMware, news came out that VMware’s cloud assets would go under the brand of Virtustream.

    Having now backed out of the Virtuestream deal, VMware will continue to offer vCloud Air products and partner with vendors in its vCloud Air Network. However, it won't be a stranger to Virtustream.
    “VMware and Virtustream will continue to partner closely as part of the EMC Federation,” VMware spokesperson Michael Thacker wrote in an email.

    The demise of this deal is not a complete surprise. Rumors of turmoil have been circulating for weeks amid investor discontent with the idea. Some investors are wondering why the two companies were linked in the first place.

  4. #4
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    Enterprise Hybrid Cloud

    How Microsoft Plans to Win in Enterprise Hybrid Cloud.

    by Yevgeniy Sverdlik on December 14, 2015

    While Microsoft is behind Amazon in public cloud, it has no need to play catch-up inside the enterprise data center. That combined with the second-largest public cloud business puts it in a good position to dominate in hybrid cloud, which is touted overwhelmingly as the cloud strategy of choice among enterprises.

    The only other players with existing presence in enterprise data centers similar in scope are VMware and IBM. Of the two, IBM may be the harder one for Microsoft to compete with in hybrid cloud, since it also has made massive investments in public cloud, while the scale of VMware’s public cloud infrastructure is quite small in comparison to the other players.


    According to Microsoft and many others, hybrid cloud is the approach most enterprises choose, blending on-premise infrastructure with cloud services so they can get both control and performance of on-prem and flexibility and scale of public cloud. “They’ve got existing investments in their on-premises environments, but they’re all wanting to have a public cloud strategy, and many of them are already using it,” Mike Schutz, general manager of cloud platform product marketing at Microsoft, said in an interview.

    Thousands of applications and services running on-prem at large enterprise data centers need to be bridged to the cloud, and Microsoft’s strategy is to help them do it, he said. Microsoft has invested heavily in building a consistent platform for both internal environments and Azure, its infrastructure services cloud, and invested more than $15 billion in the global data center infrastructure that supports those public cloud services.

    Much of the company’s hybrid cloud strategy will start to come together next year, when it releases Windows Server 2016 and new capabilities in Azure Stack, its infrastructure offering for on-prem deployments.

    Its server virtualization platform Hyper-V already runs in customers’ private clouds and in Azure so VMs can be moved between the two types of infrastructure if needed. Upcoming Windows Server 2016 will have software defined networking capabilities – an SDN controller and virtual network functions – “cut from the same cloth as the Microsoft Azure SDN capabilities,” Schutz said.

    The next release of Windows Server will also support distributed object storage – a type of storage common for applications running in the cloud. It will have robust set of capabilities around application containers, including Docker-compatible containers.

    The next wave of on-premise Azure products, called Azure Stack, will have VM orchestration capabilities that are similar to public Azure. These capabilities will be in preview next quarter.

    With consistency across private and public cloud on the back end, there will be the same self-service portal for both public Azure and private Azure Stack.

    Realizing that users may want to use non-Microsoft clouds, the company has built into its operations management suite capabilities that work with AWS and other public clouds, as well as with VMware and OpenStack private clouds for both Windows Server and Linux.

    The idea is not to try to force users to lock themselves into an all-Microsoft environment or replace entire systems they have already built. “We’re trying to meet them where they are,” Schutz said.

    Once the new hybrid cloud capabilities are out, Microsoft will have to prove that it can deliver on that promise of seamless compatibility between on-prem and public cloud. With IBM, VMware, and the multitude of OpenStack offerings, there are many ways to set up private cloud, and extensibility to public cloud is something all vendors have invested in.

    Microsoft’s vision of the future of enterprise cloud is different from the vision of its main public-cloud rival Amazon, to whom the role of hybrid cloud is to help companies eventually transition from on-premises infrastructure to AWS completely. Amazon has been investing a lot in being able to give enterprises the same capabilities they have in-house as cloud services.

  5. #5
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010
    "A imprensa deveria parar de pedir que os lobos deem a sua opinião sobre os cordeiros" (Renan Santos,MBL)

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