Skip to main content

Microsoft must buy Rackable!

Ashlee thinks so.

Under previous management, Rackable received and then turned down an acquisition offer from Dell. That was a huge mistake since Rackable's share price was almost triple its current level. In addition, Dell along with all of the major hardware makers have since moved on with their own cloud/utility computing designs. This leaves Rackable in an awkward position. Its natural acquirers have disappeared. It will need an unnatural act to strike it rich.

Rackable is expected to release new systems any day now, and our sources indicate that the hardware will put the stuff being pimped by the Tier 1s to shame. The Silicon Valley-based company offers the most energy efficient, balanced servers of anyone and has, by most accounts, the top data center in a container design, which should only improve with the new servers.

In addition, Rackable has always run on a build-to-order model. The company is flexible enough and smart enough to cater to a customer's individual needs, unlike the big boys which must make drastic compromises to serve as broad a set of customers as possible.

So why not have Microsoft commit that unnatural act and buy the server house? Rackable's market capitalization stands at just $417m, as of this writing. Microsoft could afford to pay a 100 per cent premium and grab Rackable for $1bn. That's just two data centers' worth of money at the going $500m per center rate.


More here..

What do I think?

This move will certainly align Microsoft's future plans of doing the Dual-Strategic Convergence and eventually using one of the two as a launchpad to the other. Confused?

OK here you go:

First part of the convergence its to align all its products such as SharePoint, Exchange into the new products such as Windows 7, Exchange 14, SharePoint, MDOP/MDEV and package them into a software assured model.

Second part of the convergence is to to the Microsoft's Web 2.0 strategy and bring these products as " Globally Deliverable" from high density VPCs (Virtual Private Clouds).

Then eventually launch these "web deliverable", SaaS optimized licensable services through the data centers. And what better way to do it than having Rackables in your house!

More here...

Comments

Popular posts from this blog

Get Vyatta Virtual Appliance, now VMware certified!

We all know Vyatta, don't we?

Vyatta, the leader in Linux-based networking, today announced that its open-source networking software has received VMware Virtual Appliance Certification, thereby providing customers with a solution that has been optimized for a production-ready VMware environment. The company also announced it has joined the VMware Technology Alliance Partner (TAP) Program. As a member of TAP, Vyatta will offer its solutions via the TAP program website. With the Vyatta virtual appliance for VMware environments, organizations can now include Vyatta’s router, firewall and VPN functions as part of their virtualized infrastructure.

Vyatta combines enterprise-class routing and security capabilities into an integrated, reliable and commercially supported software solution, delivering twice the performance of proprietary network solutions at half the price. Running Vyatta software as virtual appliances gives customers many more options for scaling their data centers and cons…

3PAR adds native LDAP support to simplify administration

3PAR®, the leading global provider of utility storage, announced today native support for lightweight directory access protocol (LDAP). Support for LDAP enables centralized user authentication and authorization using a standard protocol for managing access to IT resources. With 3PAR’s support for LDAP, customers are able to now integrate 3PAR Utility Storage--a simple, cost-efficient, and massively scalable storage platform—with standard, open enterprise directory services. The result is simplified security administration with centralized access control and identity management.

“3PAR Utility Storage already provides us with a reliable, shared, and easy-to-use consolidated storage platform,” said Burzin Engineer, Vice President of Infrastructure Services at Shopzilla. "Now, with 3PAR support for LDAP, managing security commonly--across all our resources, including storage--is also simple and efficient.”

Press Release

DeepLearningTrucker Part 1