Comments on: HP gets the LEFTovers! http://thesantechnologist.com/?p=135 A Storage Technology Blog by a Technologist Mon, 26 Oct 2009 04:20:58 +0000 hourly 1 http://wordpress.org/?v=3.0.1 By: Steven J. Schwartz http://thesantechnologist.com/?p=135&cpage=1#comment-472 Steven J. Schwartz Wed, 05 Aug 2009 15:14:21 +0000 http://thesantechnologist.com/?p=135#comment-472 I find this a very interesting comment. M. Dell himself said the the UK Register that Equallogic product sales were up 4x the revenue of Equallogic's 2007 fiscal year numbers for Dell's fiscal 2009 (basically calendar year 2008). From Equallogic's own S-1 (when the intentions were to go public) Fiscal year 2007 Equallogic booked roughly $180M in revenue, which puts Dell's revenue from Equallogic at over $750M from this one product line. Given the rate of growth, and the margins associated with the product Dell could easily see 100% return on investment in less than 3 years, I say that is a pretty good investment! The difference between Equallogic and Lefthand has always been about basic product differences, and how the products were brought to market. Remember Dell bought a Hardware based storage product, not a software company like LeftHand is/was. I find this a very interesting comment. M. Dell himself said the the UK Register that Equallogic product sales were up 4x the revenue of Equallogic’s 2007 fiscal year numbers for Dell’s fiscal 2009 (basically calendar year 2008). From Equallogic’s own S-1 (when the intentions were to go public) Fiscal year 2007 Equallogic booked roughly $180M in revenue, which puts Dell’s revenue from Equallogic at over $750M from this one product line. Given the rate of growth, and the margins associated with the product Dell could easily see 100% return on investment in less than 3 years, I say that is a pretty good investment! The difference between Equallogic and Lefthand has always been about basic product differences, and how the products were brought to market. Remember Dell bought a Hardware based storage product, not a software company like LeftHand is/was.

]]> By: Calvin Zito http://thesantechnologist.com/?p=135&cpage=1#comment-471 Calvin Zito Fri, 24 Jul 2009 22:29:26 +0000 http://thesantechnologist.com/?p=135#comment-471 I'd say looking back over the last 9 months, Dell paid too much for EqualLogic and I'm sure your field is seeing that now based on the competitive pressure from the HP LeftHand SAN solutions. I’d say looking back over the last 9 months, Dell paid too much for EqualLogic and I’m sure your field is seeing that now based on the competitive pressure from the HP LeftHand SAN solutions.

]]> By: Alex McDonald http://thesantechnologist.com/?p=135&cpage=1#comment-315 Alex McDonald Thu, 02 Oct 2008 10:23:11 +0000 http://thesantechnologist.com/?p=135#comment-315 OK, I stand corrected on the point of scale. But having gobbled up the last independent iSCSI vendor standing, it's pitching HP directly into the iSCSI market; exactly where Dell has marked out its stall. Size matters, but appearances can be deceptive. OK, I stand corrected on the point of scale. But having gobbled up the last independent iSCSI vendor standing, it’s pitching HP directly into the iSCSI market; exactly where Dell has marked out its stall. Size matters, but appearances can be deceptive.

]]> By: Steven J. Schwartz http://thesantechnologist.com/?p=135&cpage=1#comment-312 Steven J. Schwartz Thu, 02 Oct 2008 00:34:34 +0000 http://thesantechnologist.com/?p=135#comment-312 No, I was very clear, I stated that the Equallogic to LeftHand comparison was not equal, just as comparing NetApp to BlueArc wouldn't be a fair comparison. No, I was very clear, I stated that the Equallogic to LeftHand comparison was not equal, just as comparing NetApp to BlueArc wouldn’t be a fair comparison.

]]> By: Alex McDonald http://thesantechnologist.com/?p=135&cpage=1#comment-311 Alex McDonald Wed, 01 Oct 2008 23:39:38 +0000 http://thesantechnologist.com/?p=135#comment-311 Ah, I see why you posted that comment on my blog. You feel the Dell to LHN comparsion to be unequal, what with EQL costing over 4 times as much. HP are a force to be reckoned with, and if they execute on this, then perhaps it might be that Dell paid too much. Ah, I see why you posted that comment on my blog. You feel the Dell to LHN comparsion to be unequal, what with EQL costing over 4 times as much.

HP are a force to be reckoned with, and if they execute on this, then perhaps it might be that Dell paid too much.

]]> By: HP Picks Up iSCSI Contender, LeftHand Networks - Stephen Foskett, Pack Rat http://thesantechnologist.com/?p=135&cpage=1#comment-307 HP Picks Up iSCSI Contender, LeftHand Networks - Stephen Foskett, Pack Rat Wed, 01 Oct 2008 16:01:46 +0000 http://thesantechnologist.com/?p=135#comment-307 [...] $1.4 billion, as well as HP’s acquisition of PolyServe. Does the price disparity reflect the relative strength of EqualLogic’s offerings, or is the market to blame? LeftHand has definitely benefited from [...] [...] $1.4 billion, as well as HP’s acquisition of PolyServe. Does the price disparity reflect the relative strength of EqualLogic’s offerings, or is the market to blame? LeftHand has definitely benefited from [...]

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