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VeloCloud Founder On How HPE-Silver Peak Acquisition ‘Misses Where The Puck Is Headed’

“It’s all about how services are delivered as subscriptions and how they are delivered from the cloud as services, and neither [HPE or Silver Peak] has strong base with the cloud. I think that‘s where it misses the mark,” said senior VP of VMware’s VeloCloud business unit Sanjay Uppal.

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Where are the shortcomings of the HPE/Silver Peak deal?  

The landscape is changing. It’s not the same case that networking used to be in last few decades where experts would get together and talk about bandwidth and infrastructure. Those days are gone. The entire architecture is changing with massive disruption and with disruption comes opportunity. That‘s the reason why we have 69 vendors in this space. And, the space itself is transforming. It’s no longer just an edge-to-edge space, meaning edge of a branch office to the edge of a data center. From the edge of the branch office; it’s now going inside to the Wi-Fi LAN, it’s getting to individual clients, partly because of COVID-19, and then on the other side, instead of stopping at the edge of the data center, it’s getting deeper into the data center into individual containers because of everything happening with computing.

Right before our eyes, the space is transforming, and that‘s where I feel that HPE and silver Peak won’t quite get to the mark of where the puck is headed. The puck is headed to where Gartner and other industry analysts have commented -- it’s all about how services are delivered as subscriptions and how they are delivered from the cloud as services- and neither has strong base with the cloud. I think that’s where it misses the mark. There’s not much information out there that says anything about how this will help enterprises with their cloud agendas. It has cloud management, but that doesn’t equate to delivering services from the cloud.

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