Category Archives: Tech News

Kong donates its Kuma control plane to the Cloud Native Computing Foundation

Posted by on 30 June, 2020

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API management platform Kong today announced that it is donating its open-source Kuma control plane technology to the Cloud Native Computing Foundation (CNCF). Since Kong built Kuma on top of the Envoy service mesh — and Envoy is part of the CNCF’s stable of open-source projects — donating it to this specific foundation was likely an obvious move.

The company first open-sourced Kuma in September 2019. In addition to donating it to the CNCF, the company also today launched version 0.6 of the codebase, which introduces a new hybrid mode that enables Kuma-based service meshes to support applications that run on complex heterogeneous environments, including VMs, Kubernetes clusters and multiple data centers.

Image Credits: Kong

Kong co-founder and CTO Marco Palladino says that the goal was always to donate Kuma to the CNCF.

“The industry needs and deserves to have a cloud native, Envoy-based control plane that is open and not governed by a single commercial entity,” he writes in today’s announcement. “From a technology standpoint, it makes no sense for individual companies to create their own control plane but rather build their own unique applications on proven technologies like Envoy and Kuma. We welcome the broader community to join Kuma on Slack and on our bi-weekly community calls to contribute to the project and continue the incredible momentum we have achieved so far.”

Kuma will become a CNCF Sandbox project. The sandbox is the first stage that projects go through to become full graduated CNCF projects. Currently, the foundation is home to 31 sandbox projects, and Kong argues that Kuma is now production-ready and at the right stage where it can profit from the overall CNCF ecosystem.

“It’s truly remarkable to see the ecosystem around Envoy continue to develop, and as a vendor-neutral organization, CNCF is the ideal home for Kuma,” said Matt Klein, the creator of the Envoy proxy. “Now developers have access to the service mesh data plane they love with Envoy as well as a CNCF-hosted Envoy-based control plane with Kuma, offering a powerful combination to make it easier to create and manage cloud native applications.”

Upsolver announces $13M Series A to ease management of cloud data lakes

Posted by on 30 June, 2020

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There’s a lot of complexity around managing data lakes in the cloud that often requires expensive engineering expertise. Upsolver, an early stage startup, wants to simplify all of that, so that a database administrator could handle it. Today the startup announced a $13 million Series A.

Vertex Ventures US was lead investor with participation from Wing Venture Capital and Jerusalem Venture Partners. Today’s investment brings the total raised to $17 million, according to the company.

Co-founder and CEO Ori Rafael says that as companies move data to the cloud and store it in data lakes, it becomes increasingly difficult to manage. The goal of Upsolver is to abstract away a lot of those management tasks and allow users to query the data using SQL, making it a lot more accessible.

“The main criticism of data lakes over the years is they become data swamps. It’s very easy to store data there very cheaply, but making it [easy to query] and valuable is hard. For that you need a lot of engineering, which turns the lake into a swamp. So we take the data that you put into a lake and make it easier to query, and we take the biggest disadvantage of using a lake, which is the complexity of doing that process, and we make that process easy,” Rafael explained.

Investor Sik Rhee, who is general partner and co-founder at Vertex Ventures US sees a company that’s creating a cloud-native standard for data lake computing. “Upsolver succeeded in abstracting away the engineering complexity of data pipeline management so that enterprise customers can quickly solve their modern data challenges in real time and at any scale without having to build another silo of expertise within the organization,” he said in a statement.

The company currently has 22 employees spread out between San Francisco, New York and Israel. Rafael says they hope to expand to 50 employees by the end of next year including adding new engineers for their R&D center in Israel and building sales and customer success teams in the U.S.

Rafael says he and his co-founder sat down early on and wrote down the company’s core values and they see a responsibility of running a diverse company as part of that, as they search for these new hires. Certainly the pandemic has shown them that they can hire from anywhere and that can help contribute to a more diverse workforce as they grow.

He said running the company and raising money has been stressful during these times, but the company has continued to grow through all of this, adding new customers while staying relatively lean and Rafael says that the investors certainly recognized that.

“We had high revenue compared to the low number of employees with [sales] acceleration during COVID — that was our big trio,” he said.

CodeGuru, AWS’s AI code reviewer and performance profiler, is now generally available

Posted by on 29 June, 2020

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AWS today announced that CodeGuru, a set of tools that use machine learning to automatically review code for bugs and suggest potential optimizations, is now generally available. The tool launched into preview at AWS re:Invent last December.

CodeGuru consists of two tools, Reviewer and Profiler, and those names pretty much describe exactly what they do. To build Reviewer, the AWS team actually trained its algorithm with the help of code from more than 10,000 open source projects on GitHub, as well as reviews from Amazon’s own internal codebase.

“Even for a large organization like Amazon, it’s challenging to have enough experienced developers with enough free time to do code reviews, given the amount of code that gets written every day,” the company notes in today’s announcement. “And even the most experienced reviewers miss problems before they impact customer-facing applications, resulting in bugs and performance issues.”

To use CodeGuru, developers continue to commit their code to their repository of choice, no matter whether that’s GitHub, Bitbucket Cloud, AWS’s own CodeCommit or another service. CodeGuru Reviewer then analyzes that code, tries to find bugs and, if it does, it will also offer potential fixes. All of this is done within the context of the code repository, so CodeGuru will create a GitHub pull request, for example, and add a comment to that pull request with some more info about the bug and potential fixes.

To train the machine learning model, users can also provide CodeGuru with some basic feedback, though we’re mostly talking “thumbs up” and “thumbs down” here.

The CodeGuru Application Profiler has a somewhat different mission. It is meant to help developers figure out where there might be some inefficiencies in their code and identify the most expensive lines of code. This includes support for serverless platforms like AWS Lambda and Fargate.

One feature the team added since it first announced CodeGuru is that Profiler now attaches an estimated dollar amount to the lines of unoptimized code.

“Our customers develop and run a lot of applications that include millions and millions of lines of code. Ensuring the quality and efficiency of that code is incredibly important, as bugs and inefficiencies in even a few lines of code can be very costly. Today, the methods for identifying code quality issues are time-consuming, manual, and error-prone, especially at scale,” said Swami Sivasubramanian, vice president, Amazon Machine Learning, in today’s announcement. “CodeGuru combines Amazon’s decades of experience developing and deploying applications at scale with considerable machine learning expertise to give customers a service that improves software quality, delights their customers with better application performance, and eliminates their most expensive lines of code.”

AWS says a number of companies started using CodeGuru during the preview period. These include the likes of Atlassian, EagleDream and DevFactory.

“While code reviews from our development team do a great job of preventing bugs from reaching production, it’s not always possible to predict how systems will behave under stress or manage complex data shapes, especially as we have multiple deployments per day,” said Zak Islam, head of Engineering, Tech Teams, at Atlassian. “When we detect anomalies in production, we have been able to reduce the investigation time from days to hours and sometimes minutes thanks to Amazon CodeGuru’s continuous profiling feature. Our developers now focus more of their energy on delivering differentiated capabilities and less time investigating problems in our production environment.”

Image Credits: AWS

Fleetsmith customers unhappy with loss of third-party app support after Apple acquisition

Posted by on 26 June, 2020

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When Apple confirmed it had acquired Fleetsmith, a mobile device management vendor, on Wednesday, it seemed like a straightforward purchase, but Fleetsmith customers quickly learned a key piece of functionality had stopped working  — and many weren’t happy about it.

Apple systems administrators began complaining on social media on the morning of the acquisition announcement that the company was no longer allowing them to connect to third-party applications.

“Primarily Fleetsmith maintained a third party app catalog, so you could deploy things like Chrome or Zoom to your Macs, and Fleetsmith would maintain security updates for those apps. This was the main reason we purchased Fleetsmith,” a Fleetsmith customer told TechCrunch.

The customer added that the company described this functionality as a major feature in a company blog post:

Fleetsmith handles this all for you automatically. Once the version is enforced, it is downloaded and queued for install immediately across the device fleet. Most apps will update silently and automatically once they’re restarted, but users can also choose to do the update manually. Our agent will remind users about the update periodically, and then once the enforcement date hits, it will give them an opportunity to save work and then run the update itself.

As it turned out, Apple had made it clear that it was discontinuing this feature in an email to Fleetsmith customers on the day of the transition. The email included links to several help articles that were supposed to assist admins with the transition. (The email is included in full at the end of the article).

The general consensus among admins that I spoke to was that these articles were not terribly helpful. While they described a way to fix the issues, they said that Apple has turned what was a highly automated experience into a highly manual one, effectively eliminating the speed and ease of use advantage of having then update feature in the first place.

Apple did confirm that it had responded to some help ticket requests after the changes this week, saying that it would soon restore some configurations for Catalog apps, and were working with impacted customers as needed. The company did not make clear, however, why they removed this functionality in the first place.

Fleetsmith offered a couple of key features that appealed to Mac system administrators. For starters, it let them set up new Macs automatically out of the box. This allows them to ship a new Mac or other Apple device, and as soon as the employee powers it up and connects to WiFi, it connects to Fleetsmith where systems administrators can track usage and updates. In addition, it allowed System Administrators to enforce Apple security and OS updates on company devices.

What’s more, it could also do the same thing with third-party applications like Google Chrome, Zoom or many others. When these companies pushed a new update, system administrators could make sure all users had the most recent version running on their machines. This is the key functionality that was removed this week.

It’s not clear why Apple chose to strip out these features outlined in the email to customers, but it seems likely that most of this functionality  isn’t coming back, other than restoring some configurations for Catalog apps.

Email that went out to Fleetsmith customers the day of the acquisition outlining the changes:

 

Attempts to reach Fleetsmith founders for comment were unsuccessful. Should that change we will update the article.

CIO Cynthia Stoddard explains Adobe’s journey from boxes to the cloud

Posted by on 26 June, 2020

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Up until 2013, Adobe sold its software in cardboard boxes that were distributed mostly by third party vendors.

In time, the company realized there were a number of problems with that approach. For starters, it took months or years to update, and Adobe software was so costly, much of its user base didn’t upgrade. But perhaps even more important than the revenue/development gap was the fact that Adobe had no direct connection to the people who purchased its products.

By abdicating sales to others, Adobe’s customers were third-party resellers, but changing the distribution system also meant transforming the way the company developed and sold their most lucrative products.

The shift was a bold move that has paid off handsomely as the company surpassed an $11 billion annual run rate in December — but it still was an enormous risk at the time. We spoke to Adobe CIO Cynthia Stoddard to learn more about what it took to completely transform the way they did business.

Understanding the customer

Before Adobe could make the switch to selling software as a cloud service subscription, it needed a mechanism for doing that, and that involved completely repurposing their web site, Adobe.com, which at the time was a purely informational site.

“So when you think about transformation the first transformation was how do we connect and sell and how do we transition from this large network of third parties into selling direct to consumer with a commerce site that needed to be up 24×7,” Stoddard explained.

She didn’t stop there though because they weren’t just abandoning the entire distribution network that was in place. In the new cloud model, they still have a healthy network of partners and they had to set up the new system to accommodate them alongside individual and business customers.

She says one of the keys to managing a set of changes this immense was that they didn’t try to do everything at once. “One of the things we didn’t do was say, ‘We’re going to move to the cloud, let’s throw everything away.’ What we actually did is say we’re going to move to the cloud, so let’s iterate and figure out what’s working and not working. Then we could change how we interact with customers, and then we could change the reporting, back office systems and everything else in a very agile manner,” she said.

Salesforce announces a new mobile collaboration tool for sales called Anywhere

Posted by on 25 June, 2020

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Even before the pandemic pushed most employees to work from home, sales people often worked outside of the office. Salesforce introduced a new tool today at the Trailheadx Conference called Salesforce Anywhere that’s designed to let teams collaborate and share data wherever they happen to be.

Salesforce VP of product, Michael Machado says that the company began thinking about the themes of working from anywhere pre-COVID. “We were really thinking across the board what a mobile experience would be for the end users that’s extremely opinionated, really focuses on the jobs to be done and is optimized for what workers need and how that user experience can be transformed,” Machado explained.

As the pandemic took hold and the company saw how important collaboration was becoming in a digital context, the idea of an app like this took on a new sense of urgency. “When COVID happened, it really added fuel to the fire as we looked around the market and saw that this is a huge need with our customers going through a major transformation, and we wanted to be there to support them in Salesforce with kind of a native experience,” he said.

The idea is to move beyond the database and help surface the information that matters most to individual sales people based on their pipelines. “So we’re going to provide real time alerts so users are able to subscribe to their own alerts that they want to be notified about, whether it’s based on a list they use or a report that they work off of [in Salesforce], but also at the granularity of a single field in Salesforce,” he said.

Employees can then share information across a team, and have chats related to that information. While there are other chat tools out there, Machado says that this tool is focused on sharing Salesforce data, rather than being general purpose like Slack or other business chat tool.

Image Credit: Salesforce

 

Salesforce sees this as another way to remove the complexity of working in CRM. It’s not a secret that sales people don’t love entering customer information into CRM tools, so the company is attempting to leverage that information to make it worth their while. If the tool isn’t creating a layer of work just for record keeping’s sake, but actually taking advantage of that information to give the sales person key information about his or her pipeline when it matters most, that makes the record keeping piece more attractive. Being able to share and communicate around that information is another advantage.

This also creates a new collaboration layer that is increasingly essential with workers spread out and working from home. Even when we return to some semblance of normal, sales people on the road can use Anywhere to collaborate, communicate and stay on top of their tasks.

The new tool will be available in Beta in July. The company expects to make it generally available some time in the fourth quarter this year.

Zoom founder and CEO Eric Yuan will speak at Disrupt 2020

Posted by on 25 June, 2020

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The coronavirus pandemic has bruised and battered many technology startups, but it has also boosted a small few. One such company is Zoom, which has shouldered the task of keeping us connected to one another in the midst of remote work and social distancing.

So, of course, we’re absolutely thrilled to have the chance to chat with Zoom founder and CEO Eric Yuan at Disrupt 2020 online.

Yuan moved to Silicon Valley in 1997 after being rejected for a work visa nine times. He got a job at WebEx and, upon the company’s acquisition by Cisco, became VP of Engineering at the company. He pitched an idea for a mobile-friendly video conferencing system that was rejected by his higher-ups.

And thus, Zoom was born.

Zoom launched in 2011 and quickly became one of the biggest teleconferencing platforms in the world, competing with the likes of Google and Cisco. The company has investors like Emergence, Horizon Ventures, and Sequoia, and ultimately filed to go public in 2019.

With some of the most reliable video conferencing software on the market, a tiered pricing structure that’s friendly to average users and massive enterprises alike, and a lively ecosystem of apps and bots on the Zoom App Marketplace, Zoom was well poised to be a public company. In fact, Zoom popped 81 percent in its first day of trading on the Nasdaq, garnering a valuation of $16 billion at the time.

But few could have prepared the company for the explosive growth it would see in 2020.

The coronavirus pandemic necessitated access to a reliable and user-friendly video conferencing software for everyone, not just companies moving to remote work. People used Zoom for family dinners, cocktail hours with friends, first dates, and religious gatherings.

In fact, Zoom reported 300 million daily active participants in April.

But that growth led to increased scrutiny of the business and the product. The company was beset by security issues and had to pause product innovation to focus its energy on resolving those issues.

We’ll talk to Yuan about the growing pains the company went through, his plans for Zoom’s future, the acceleration in changing user behavior, and more.

It’ll be a conversation you won’t want to miss.

Disrupt 2020 runs from September 14 to September 18, and the show will be completely virtual. That means it’s easier than ever to attend and engage with the show. There are just a few Digital Pro Passes left at the $245 price – once they are gone, prices will increase. Discounts are available for current students and non-profit/government employees. Or if you are a founder you can exhibit and be able to generate leads even before the event kicks off at your virtual booth for $445. Get your tickets today.

Why AWS built a no-code tool

Posted by on 24 June, 2020

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AWS today launched Amazon Honeycode, a no-code environment built around a spreadsheet-like interface that is a bit of a detour for Amazon’s cloud service. Typically, after all, AWS is all about giving developers all of the tools to build their applications — but they then have to put all of the pieces together. Honeycode, on the other hand, is meant to appeal to non-coders who want to build basic line-of-business applications. If you know how to work a spreadsheet and want to turn that into an app, Honeycode is all you need.

To understand AWS’s motivation behind the service, I talked to AWS VP Larry Augustin and Meera Vaidyanathan, a general manager at AWS.

“For us, it was about extending the power of AWS to more and more users across our customers,” explained Augustin. “We consistently hear from customers that there are problems they want to solve, they would love to have their IT teams or other teams — even outsourced help — build applications to solve some of those problems. But there’s just more demand for some kind of custom application than there are available developers to solve it.”

Image Credits: Amazon

In that respect then, the motivation behind Honeycode isn’t all that different from what Microsoft is doing with its PowerApps low-code tool. That, too, after all, opens up the Azure platform to users who aren’t necessarily full-time developers. AWS is taking a slightly different approach here, though, but emphasizing the no-code part of Honeycode.

“Our goal with honey code was to enable the people in the line of business, the business analysts, project managers, program managers who are right there in the midst, to easily create a custom application that can solve some of the problems for them without the need to write any code,” said Augustin. “And that was a key piece. There’s no coding required. And we chose to do that by giving them a spreadsheet-like interface that we felt many people would be familiar with as a good starting point.”

A lot of low-code/no-code tools also allow developers to then “escape the code,” as Augstin called it, but that’s not the intent here and there’s no real mechanism for exporting code from Honeycode and take it elsewhere, for example. “One of the tenets we thought about as we were building Honeycode was, gee, if there are things that people want to do and we would want to answer that by letting them escape the code — we kept coming back and trying to answer the question, ‘Well, okay, how can we enable that without forcing them to escape the code?’ So we really tried to force ourselves into the mindset of wanting to give people a great deal of power without escaping to code,” he noted.

Image Credits: Amazon

There are, however, APIs that would allow experienced developers to pull in data from elsewhere. Augustin and Vaidyanathan expect that companies may do this for their users on tthe platform or that AWS partners may create these integrations, too.

Even with these limitations, though, the team argues that you can build some pretty complex applications.

“We’ve been talking to lots of people internally at Amazon who have been building different apps and even within our team and I can honestly say that we haven’t yet come across something that is impossible,” Vaidyanathan said. “I think the level of complexity really depends on how expert of a builder you are. You can get very complicated with the expressions [in the spreadsheet] that you write to display data in a specific way in the app. And I’ve seen people write — and I’m not making this up — 30-line expressions that are just nested and nested and nested. So I really think that it depends on the skills of the builder and I’ve also noticed that once people start building on Honeycode — myself included — I start with something simple and then I get ambitious and I want to add this layer to it — and I want to do this. That’s really how I’ve seen the journey of builders progress. You start with something that’s maybe just one table and a couple of screens, and very quickly, before you know, it’s a far more robust app that continues to evolve with your needs.”

Another feature that sets Honeycode apart is that a spreadsheet sits at the center of its user interface. In that respect, the service may seem a bit like Airtable, but I don’t think that comparison holds up, given that both then take these spreadsheets into very different directions. I’ve also seen it compared to Retool, which may be a better comparison, but Retool is going after a more advanced developer and doesn’t hide the code. There is a reason, though, why these services were built around them and that is simply that everybody is familiar with how to use them.

“People have been using spreadsheets for decades,” noted Augustin. “They’re very familiar. And you can write some very complicated, deep, very powerful expressions and build some very powerful spreadsheets. You can do the same with Honeycode. We felt people were familiar enough with that metaphor that we could give them that full power along with the ability to turn that into an app.”

The team itself used the service to manage the launch of Honeycode, Vaidyanathan stressed — and to vote on the name for the product (though Vaidyanathan and Augustin wouldn’t say which other names they considered.

“I think we have really, in some ways, a revolutionary product in terms of bringing the power of AWS and putting it in the hands of people who are not coders,” said Augustin.

AWS launches Amazon Honeycode, a no-code mobile and web app builder

Posted by on 24 June, 2020

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AWS today announced the beta launch of Amazon Honeycode, a new fully managed low-code/no-code development tool that aims to make it easy for anybody in a company to build their own applications. All of this, of course, is backed by a database in AWS and a web-based drag-and-drop interface builder.

Developers can build applications for up to 20 users for free. After that, the pay per user and for the storage their applications take up.

Image Credits: Amazon/AWS

Like similar tools, Honeycode provides users with a set of templates for commonly use cases like to-do list applications, customer trackers, surveys, schedules and inventory management. Traditionally, AWS argues, a lot of businesses have relied on shared spreadsheets to do these things.

“Customers try to solve for the static nature of spreadsheets by emailing them back and forth, but all of the emailing just compounds the inefficiency because email is slow, doesn’t scale, and introduces versioning and data syncing errors,” the company notes in today’s announcement. “As a result, people often prefer having custom applications built, but the demand for custom programming often outstrips developer capacity, creating a situation where teams either need to wait for developers to free up or have to hire expensive consultants to build applications.”

It’s no surprise then that Honeycode uses a spreadsheet view as its core data interface, which makes sense, given how familiar virtually every potential user is with this concept. To manipulate data, users can work with standard spreadsheet-style formulas, which seems to be about the closest the service gets to actual programming.

AWS says these databases can easily scale up to 100,000 rows per workbook. With this, AWS argues, users can then focus on building their applications without having to worry about the underlying infrastructure.

As of now, it doesn’t look like users will be able to bring in any outside data sources, though that may still be on the company’s roadmap. On the other hand, these kinds of integrations would also complicate the process of building an app and it looks like AWS is trying to keep things simple for now.

Honeycode currently only runs in the AWS US West region in Oregon but is coming to other regions soon.

Among Honeycode’s first customers are SmugMug and Slack. “We’re excited about the opportunity that Amazon Honeycode creates for teams to build apps to drive and adapt to today’s ever-changing business landscape,” said Brad Armstrong, VP of Business and Corporate Development at Slack in today’s release. “We see Amazon Honeycode as a great complement and extension to Slack and are excited about the opportunity to work together to create ways for our joint customers to work more efficiently and to do more with their data than ever before.”

Dell’s debt hangover from $67B EMC deal could put VMware stock in play

Posted by on 24 June, 2020

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When Dell bought EMC in 2016 for $67 billion it was one of the biggest acquisitions in tech history, and it brought with it a boatload of debt. Since then Dell has been working on ways to mitigate that debt by selling off various pieces of the corporate empire and going public again, but one of its most valuable assets remains VMware, a company that came over as part of the huge EMC deal.

The Wall Street Journal reported yesterday that Dell is considering selling part of its stake in VMware. The news sent the stock of both companies soaring.

It’s important to understand that even though VMware is part of the Dell family, it runs as a separate company, with its own stock and operations, just as it did when it was part of EMC. Still, Dell owns 81% of that stock, so it could sell a substantial stake and still own a majority the company, or it could sell it all, or incorporate into the Dell family, or of course it could do nothing at all.

Patrick Moorhead, founder and principal analyst at Moor Insights & Strategy thinks this might just be about floating a trial balloon. “Companies do things like this all the time to gauge value, together and apart, and my hunch is this is one of those pieces of research,” Moorhead told TechCrunch.

But as Holger Mueller, an analyst with Constellation Research, points out, it’s an idea that could make sense. “It’s plausible. VMware is more valuable than Dell, and their innovation track record is better than Dell’s over the last few years,” he said.

Mueller added that Dell has been juggling its debts since the EMC acquisition, and it will struggle to innovate its way out of that situation. What’s more, Dell has to wait on any decision until September 2021 when it can move some or all of VMware tax-free, five years after the EMC acquisition closed.

“While Dell can juggle finances, it cannot master innovation. The company’s cloud strategy is only working on a shrinking market and that ain’t easy to execute and grow on. So yeah, next year makes sense after the five year tax free thing kicks in,” he said.

In between the spreadsheets

VMware is worth $63.9 billion today, while Dell is valued at a far more modest $38.9 billion, according to Yahoo Finance data. But beyond the fact that the companies’ market caps differ, they are also quite different in terms of their ability to generate profit.

Looking at their most recent quarters each ending May 1, 2020, Dell turned $21.9 billion in revenue into just $143 million in net income after all expenses were counted. In contrast, VMware generated just $2.73 billion in revenue, but managed to turn that top line into $386 million worth of net income.

So, VMware is far more profitable than Dell from a far smaller revenue base. Even more, VMware grew more last year (from $2.45 billion to $2.73 billion in revenue in its most recent quarter) than Dell, which shrank from $21.91 billion in Q1 F2020 revenue to $21.90 billion in its own most recent three-month period.

VMware also has growing subscription software (SaaS) revenues. Investors love that top line varietal in 2020, having pushed the valuation of SaaS companies to new heights. VMware grew its SaaS revenues from $411 million in the year-ago period to $572 million in its most recent quarter. That’s not rocketship growth mind you, but the business category was VMware’s fastest growing segment in percentage and gross dollar terms.

So VMware is worth more than Dell, and there are some understandable reasons for the situation. Why wouldn’t Dell sell some VMware to lower its debts if the market is willing to price the virtualization company so strongly? Heck, with less debt perhaps Dell’s own market value would rise.

It’s all about that debt

Almost four years after the deal closed, Dell is still struggling to figure out how to handle all the debt, and in a weak economy, that’s an even bigger challenge now. At some point, it would make sense for Dell to cash in some of its valuable chips, and its most valuable one is clearly VMware.

Nothing is imminent because of the five year tax break business, but could something happen? September 2021 is a long time away, and a lot could change between now and then, but on its face, VMware offers a good avenue to erase a bunch of that outstanding debt very quickly and get Dell on much firmer financial ground. Time will tell if that’s what happens.

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