Most Recent Blogs

Steve Duplessie

Steve Duplessie, founder and senior analyst at ESG, is an internationally recognized expert in IT infrastructure technologies and markets. An acclaimed speaker and author, Steve’s insights have been featured in Time Magazine, The Wall Street Journal, BusinessWeek, The Financial Times, USA Today, China Daily, The Moscow Times, and many other print and online publications. Steve is a valued strategic advisor to many of the largest technology providers in the world, including IBM, HP, Dell, EMC, NetApp, HDS, and other global IT organizations.

My 30 Years At EMC, Sort Of……

Posted: September 08, 2016   /   By: Steve Duplessie   /   Tags: Storage, Mergers / Acquisitions, dell-emc

Gold_watch.jpegI went there in 1986. I knew they would never make it, so I left in 1989. I am still not sure what was more important to the company’s meteoric rise to greatness, me leaving or Mike Ruettgers coming in. (Mike was the guy brought in to ensure that the stuff we built and sold actually worked.)

It’s been a stunningly awesome success story that could have derailed many times along the way, but took every beating that came along (whether self-imposed or not) and came out stronger. Many times people wrote them off. Every time they were wrong.

I have a thousand stories.  Here are just a few of the thoughts off the top of my head.

Read More

Veeam: nice guys still finish first

Posted: June 29, 2016   /   By: Steve Duplessie   /   Tags: Veeam, Virtualization, venture capital

UnicornI just left Veeam's analyst summit (in Napa, which is fantastic). Normally I don’t do analyst days (as we have legitimately smart analysts who do them), but I wanted to know more about this company who successfully latched on to the virtualization movement and never let go. Plus, did I mention it was in Napa?

Suffice it to say that Veeam is one of those "once in 25 years" success stories. They use their own money, grow at an insane pace, print cash, and have become the envy of not only the “availability” world, but anyone in this generation of tech.

Read More

Dell sheds Perot

Posted: March 31, 2016   /   By: Steve Duplessie   /   Tags: EMC, Dell, Perot, dell-emc

dell perotThere's a lot of confusion over this announcement, so allow me to explain. Perot does about $3 billion for Dell. It drags no real Dell infrastructure. It’s a bit of an island.

In the new Dell/EMC world, Perot goes away. Dell gets $3 billion in cash. There's no impact to the core businesses, nor to the core services.

Read More

Thoughts from the dark side

Posted: March 02, 2016   /   By: Steve Duplessie   /   Tags: rsa conference

rsa conference 2016I’m lucky. After doing this for 17 years and having brilliant people that actually know what they speak of, I've been able to opt out of the big conference world. This year I opted in to RSA. Why? Because this industry is fascinating to me. We are at a rare point in time: most revolutionary/evolutionary tech industry explosions happen when one primary catalyst (an event, a technology, a company) creates net new value and the VCs then fund a ton of wannabes to try to eat the scraps left behind. During that period, we have a ton of companies who all sound the same. They all look the same. They are all positioning themselves as having a better mousetrap.

This is true at RSA — in spades.

Read More

Dell-EMC Buyer Sentiment Research Redux

Posted: January 28, 2016   /   By: Steve Duplessie   /   Tags: EMC, Cisco, Dell, IT buyers, VCE, dell-emc

dell-emc researchAs you might recall, ESG conducted our own research after the announcement of Dell acquiring EMC to find out what actual people — those who buy stuff — thought. At that time, we really wanted to focus on only what Dell and EMC customers thought about the deal. But recently, we conducted some additional research to specifically gain insight into what non-customers of Dell and EMC thought.

Read More

Plexxi Draws Google’s Attention – and Money

Posted: January 26, 2016   /   By: Steve Duplessie   /   Tags: Plexxi

software defined networkingPlexxi is one of those “intelligent infrastructure” companies I’ve been harping about as of late. And by intelligent, in this case I mean a network that can self-actualize and alter its very being based on real-time application and usage demands. It’s way cool.

And because I love to tell you “I told you so”, which I did over a year ago, I now get to rub your noses in it. This stuff matters.

Read More

The new buying dynamics for storage, servers, and converged infrastructure

Posted: December 10, 2015   /   By: Steve Duplessie   /   Tags: Storage, Converged Infrastructure, Hyper-converged

Working as a systemFor 50 years we’ve bought stuff based on what the “box” could do – how much capacity, how fast, how expensive. We made our decision, picked our vendor, and we lived with it.

When we ran out of something, we bought another box. And another. We loved our first box, and hated our 87th. Such has been the life of the infrastructure buyer.

Read More

Dell-EMC Deal: The Customers Speak

Posted: November 17, 2015   /   By: Steve Duplessie   /   Tags: EMC, Dell, esg research, acquisition

research chartsToday, ESG released a non-sponsored brief on customer sentiment of the Dell/EMC deal.

It’s important to note the emphasis – “non-sponsored.” We did this all by our lonesome – because we wanted to know what real people really thought about the deal. No offense to you non-real people.

We, like many others, have prognosticated on the deal – and we have been generally bullish. Many others have decided the deal is garbage.

Alas, we, and they, are not meaningful. Only those who buy stuff are relevant. It doesn’t matter what I think really. Heck, I use a Mac.

So we asked midmarket and enterprise CUSTOMERS of Dell, EMC, or both a series of questions to get their thoughts on the deal.

Read More

Dell and EMC – Sanity Check

Posted: October 20, 2015   /   By: Steve Duplessie   /   Tags: EMC, Dell, Mergers / Acquisitions

handshakeIn our ESG Lab group, we have a saying: “It’s easy to prove something doesn’t work, but it’s really hard to prove something does.”

Even so, I’m a little surprised at the volume of naysayers that are popping up post Dell/EMC merger announcement. Some of the things I’m hearing and reading are just plain dumb. Thus, allow me to straighten you all out.

First, let’s agree Mr. Dell is not an idiot. On the contrary, he’s about 25 billion times smarter than you and I. Second, we should probably agree that Mr. Tucci is pretty smart himself. He took a ragtag bunch who appeared near the end of the customer abuse cycle, with one real product (Symmetrix), and turned it into a powerhouse that has dominated the storage world for decades, and, oh yeah, brought you VMware.

Read More

Data-aware infrastructure: it’s about time!

Posted: September 29, 2015   /   By: Steve Duplessie   /   Tags: Internet of Things, infrastructure

2015 has been my year of nonstop ranting about the need for us to get out of the IT Stone Age and into the 19th century. Dumb infrastructure will be our demise.

But it’s not too late. There are signs of life starting to appear. All hope is not lost.

Read More

Posts by Topic

see all