Tech Expectations

A deeper look at disruptive business and personal technology


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Your Enterprise Tech cheat sheet

As you speculate on who’s buying whom, who’s breaking up, who’s on the rise, and who’s in trouble, consider the Enterprise Technology stack. Hats off to Geoffrey Moore and the EMC M&A team who first taught me to think about the tech landscape in this way.

Technology markets are often controlled by “gorillas” or market leaders in particular parts of the stack. Consider the stranglehold Microsoft had for a long time in computer operating systems (dramatically reduced by Linux), or the continued dominance of Oracle in business databases (gradually being challenged by open source and the Cloud). Showing who has what in a stack orientation allows you to quickly scan gaps in a portfolio (that my need to be filled), alliances that may need to be formed, niche players that are being marginalized, etc.

This is a version 1 and would appreciate input. I had a tough time deciding whether to split Cloud vs. packaged/appliance into its own set of layers or not. I kept them as options within particular layers (e.g. database), but it may be more helpful to split them. In any case, here’s version 1. Let the speculation continue!


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Data storage market overview: State of the market in 2014

(updated 5/15/14)

Data storage is a massive market ($22.5 billion for the 2013 high end storage market alone), and has reached a critical point in its evolution, highlighted by dramatic changes in base technologies, interfaces, and service models. EMC’s recent acquisition of DSSD was another thought-provoking¬†data point.

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