The Cloudcast #308 - Can VMware cross the Cloud chasm?

Published: Aug. 25, 2017, 4 a.m.

b'Brian talks with Keith Townsend (@ctoadvisor, The CTO Advisor) and Stu Miniman (@stu, Wikibon | theCUBE) about the upcoming VMworld 2017 event, VMware\\u2019s relevance in a cloud-centric world, the Dell merger 2yrs later and the advice they would give Michael Dell or Pat Gelsinger.

Show Links:


Show Notes
  • Topic 1 - Welcome back to the show, both of you. What\\u2019s new in your worlds and what trends are on your radar these days?
  • Topic 2 - A couple weeks ago The Register forecasted that VMworld is a shrinking event and a stark contrast to the growth of AWS re:Invent. From your perspective, what\\u2019s the state of the VMware ecosystem these days?
  • Topic 3 - With Dell being private but VMware is still public, and their stock being up about 2.5x since the merger ($40-100), is there any sense of how money is flowing within VMware (e.g. R&D) vs. flowing over to pay Dell\\u2019s debts?
  • Topic 4 - You both get access to the VMware executive team during the week of VMworld. What questions do you wish you could ask them, but it\\u2019s not appropriate during the interview or Q&A formats that exist?
  • Topic 5 - Can you explain VMware\\u2019s \\u201cCloud Strategy\\u201d to us?
  • Topic 6 - HCI (HyperConverged Infrastructure) is growing very quickly and all the vendors now have an HCI play (Nutanix, DellEMC VxRail, HPE Simplivity/Nimble, Cisco SpringPath, Red Hat HCI, etc.). Does the market need this many similar offerings? Which one of these is non-existent in 3-4 years?
    Feedback?
    '