I had another good week working in the lab, trying to improve our product, which is always fun, but also working with developers and engineers. 3,546 more words
Post by Chris Mellor (thnak you) over at El Reg
A recent report based on views gathered from resellers reveals Cisco reps are enthusiastically selling Invicta all-flash arrays as both stand-alone and UCS converged arrays against EMC’s XtremIO and Pure Storage.
Read on here
Trade: Long EMC Current price: 26.75 Expected price: 33 Upside: 23% Time: 1 year
Cheap valuations, EMC on a stand-alone basis (stripping VMware) is significantly mispriced, huge cash pile, share buybacks,market leader, taking market share from competitors, sticky business, focus on innovation, smart acquisitions with power to scale them, strong distribution network,faster growing latest emerging storage offerings, growth in virtualization and hybrid cloud. 3,452 more words