Tag: Cisco

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HP Buys one of the seven networking dwarfs and gets a bargain

Last week EMC and Cisco announced their VCE collation and Acadia.

The other day, HP continued its early holiday shopping by plucking down $2.7B USD and bought 3COM, one of the networking seven dwarfs (e.g. when compared to networking giant Cisco).

Some of the other so called networking dwarfs when compared to Cisco include Brocade, Ciena and Juniper among others.

Why is 3COM a bargain at $2.7B

Sure HP paid a slight multiplier premium on 3COM trailing revenues or a slight small multiplier on their market cap.

Sure HP gets to acquire one of the networking seven dwarfs at a time when Cisco is flexing its muscles to move into the server space.

Sure HP gets to extend their networking groups capabilities including additional offerings for HPs broad SMB and lower-end SOHO and even consumer markets not to mention enterprise ROBO or workgroups.

Sure HP gets to extend their security and Voice over IP (VoIP) via 3COM and their US Robotics brand perhaps to better compete with Cisco at the consumer, prosumer, SOHO or low-end of SMB markets.

Sure HP gets access to H3C as a means of further its reach into China and the growing Asian market, perhaps even getting closer to Huawei as a future possible partner.

Sure HP could have bought Brocade however IMHO that would have cost a few more deceased presidents (aka very large dollar bills) and assumed over a billion dollars in debt, however lets leave the Brocadians and that discussion on the back burner for a different discussion on another day.

Sure HP gets to signal to the world that they are alive, they have a ton of money in their war chest, and last I checked, actually more cash in the 11B range (minus about 2.7B being spent on 3COM) that exceeds the $5B USD cash position of Cisco.

Sure HP could have done and perhaps will still do some smaller networking related deals in couple of hundreds of million dollar type range to beef up product offerings such as a Riverbed or others, or, perhaps wait for some fire sales or price shop on those shopping themselves around.

ROI is the bargin IMHO, not to mention other pieces including H3C!

3COM was and is a bargain for all of the above, plus given the revenues of about 1.3B, HP CEO Mark Hurd stands to reap a better return on cash investment than having it sitting in a bank account earning a few points. Plus, HP still has around 8-9B in cash leaving room for some other opportunistic holiday shopping, who knows, maybe adopt yet another networking or storage or server related dwarf!

Stay tuned, this game is far from being over as there are plenty of days left in the 2009 holiday shopping season!

Ok, nuff said.

Cheers gs

Greg Schulz – Author Cloud and Virtual Data Storage Networking (CRC Press), The Green and Virtual Data Center (CRC Press) and Resilient Storage Networks (Elsevier)
twitter @storageio

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved

twitter @storageio

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2012 StorageIO and UnlimitedIO All Rights Reserved

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Poll: EMC and Cisco Acadia VCE, what does it mean?

EMC and Cisco recently announced their new Acadia VCE coalition along with Intel and VMware.

As part of the VCE the collation or joint venture is also providing to market pre-acted vblocks that include Cisco servers power by Intel and network switches, EMC storage and management tools (Inonx and RSA for security), VMware vsphere virtualization along with pre-post sales services.

How does this move from a technology, packaging, integration as well as business or alliance perspective change the server, storage, networking, hardware, software and services game?

Whats your take?

Cheers gs

Greg Schulz – StorageIO, Author “The Green and Virtual Data Center” (CRC)

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Acadia VCE: VMware + Cisco + EMC = Virtual Computing Environment

Was today the day the music died? (click here or here if you are not familar with the expression)

Add another three letter acronym (TLA) to your IT vocabulary if you are involved with server, storage, networking, virtualization, security and related infrastructure resource management (IRM) topics.

That new TLA is Virtual Computing Environment (VCE), a coalition formed by EMC and Cisco along with partner Intel called Acadia that was announced today. Of course, EMC who also happens to own VMware for virtualization and RSA for security software tools bring those to the coalition (read press release here).

For some quick fun, twittervile and the blogosphere have come up with other meanings such as:

VCE = Virtualization Communications Endpoint
VCE = VMware Cisco EMC
VCE = Very Cash Efficient
VCE = VMware Controls Everything
VCE = Virtualization Causes Enthusiasm
VCE = VMware Cisco Exclusive

Ok, so much for some fun, at least for now.

With Cisco, EMC and VMware announcing their new VCE coalition, has this signaled the end of servers, storage, networking, hardware and software for physical, virtual and clouding computing as we know it?

Does this mean all other vendors not in this announcement should pack it up, game over and go home?

The answer in my perspective is NO!

No, the music did not end today!

NO, servers, storage and networking for virtual or cloud environments has not ended.

Also, NO, other vendors do not have to go home today, the game is not over!

However a new game is on, one that some have seen before, for others it is something new, exciting perhaps revolutionary or an industry first.

What was announced?
Figure 1 shows a general vision or positioning from the three major players involved along with four tenants or topic areas of focus. Here is a link to a press release where you can read more.

CiscoVirtualizationCoalition.png
Figure 1: Source: Cisco, EMC, VMware

General points include:

  • A new coalition (e.g. VCE) focused on virtual compute for cloud and non cloud environments
  • A new company Acadia owned by EMC and Cisco (1/3 each) along with Intel and VMware
  • A new go to market pre-sales, service and support cross technology domain skill set team
  • Solution bundles or vblocks with technology from Cisco, EMC, Intel and VMware

What are the vblocks and components?
Pre-configured (see this link for a 3D model), tested, and supported with a single throat to choke model for streamlined end to end management and acquisition. There are three vblocks or virtual building blocks that include server, storage, I/O networking, and virtualization hypervisor software along with associated IRM software tools.

Cisco is bringing to the game their Unified Compute Solution (UCS) server along with Nexus 1000v and Multilayer Director (MDS) switches, EMC is bringing storage (Symmetrix VMax, CLARiiON and unified storage) along with their RSA security and Ionix IRM tools. VMware is providing their vSphere hypervisors running on Intel based services (via Cisco).

The components include:

  • EMC Ionix management tools and framework – The IRM tools
  • EMC RSA security framework software – The security tools
  • EMC VMware vSphere hypervisor virtualization software – The virtualization layer
  • EMC VMax, CLARiiON and unified storage systems – The storage
  • Cisco Nexus 1000v and MDS switches – The Network and connectivity
  • Cisco Unified Compute Solution (UCS) – The physical servers
  • Services and support – Cross technology domain presales, delivery and professional services

CiscoEMCVMwarevblock.jpg
Figure 2: Source: Cisco vblock (Server, Storage, Networking and Virtualization Software) via Cisco

The three vblock models are:
Vblock0: entry level system due out in 2010 supporting 300 to 800 VMs for initial customer consolidation, private clouds or other diverse applications in small or medium sized business. You can think of this as a SAN in a CAN or Data Center in a box with Cisco UCS and Nexus 1000v, EMC unified storage secured by RSA and VMware vSphere.

Vblock1: mid sized building block supporting 800 to 3000 VMs for consolidation and other optimization initiatives using Cisco UCS, Nexus and MDS switches along with EMC CLARiiON storage secured with RSA software hosting VMware hypervisors.

Vblock2 high end supporting up 3000 to 6000 VMs for large scale data center transformation or new virtualization efforts combing Cisco Unified Computing System (UCS), Nexus 1000v and MDS switches and EMC VMax Symmetix storage with RSA security software hosting VMware vSpshere hypervisor.

What does this all mean?
With this move, for some it will add fuel to the campfire that Cisco is moving closer to EMC and or VMware with a pre-nuptial via Acadia. For others, this will be seen as fragmentation for virtualization particularly if other vendors such as Dell, Fujitsu, HP, IBM and Microsoft among others are kept out of the game, not to mention their channels of vars or IT customers barriers.

Acadia is a new company or more precisely, a joint venture being created by major backers EMC and Cisco with minority backers being VMware and Intel.

Like any other joint ventures, for examples those commonly seen in the airline industry (e.g. transportation utility) where carriers pool resources such as SkyTeam whose members include Delta who had a JV with Airframe owner of KLM who had a antitrust immunity JV with northwest (now being digested by Delta).

These joint ventures can range from simple marketing alliances like you see with EMC programs such as their Select program to more formal OEM to ownership as is the case with VMware and RSA to this new model for Acadia.

An airline analogy may not be the most appropriate, yet there are some interesting similarities, least of which that air carriers rely on information systems and technologies provided by members of this collation among others. There is also a correlation in that joint ventures are about streamlining and creating a seamless end to end customer experience. That is, give them enough choice and options, keep them happy, take out the complexities and hopefully some cost, and with customer control come revenue and margin or profits.

Certainly there are opportunities to streamline and not just simply cut corners, perhaps that’s another area or analogy with the airlines where there is a current focus on cutting, nickel and dimming for services. Hopefully the Acadia and VCE are not just another example of vendors getting together around the campfire to sing Kumbaya in the name of increasing customer adoption, cost cutting or putting a marketing spin on how to sell more to customers for account control.

Now with all due respect to the individual companies and personal, at least in this iteration, it is not as much about the technology or packaging. Likewise, while important, it is also not just about bundling, integration and testing (they are important) as we have seen similar solutions before.

Rather, I think this has the potential for changing the way server, storage and networking hardware along with IRM and virtualization software are sold into organizations, for the better or worse.

What Im watching is how Acadia and their principal backers can navigate the channel maze and ultimately the customer maze to sell a cross technology domain solution. For example, will a sales call require six to fourteen legs (e.g. one person is a two legged call for those not up on sales or vendor lingo) with a storage, server, networking, VMware, RSA, Ionix and services representative?

Or, can a model to drive down the number of people or product specialist involved in a given sales call be achieved leveraging people with cross technology domain skills (e.g. someone who can speak server and storage hardware and software along with networking)?

Assuming Acadia and VCE vblocks address product integration issues, I see the bigger issue as being streamlining the sales process (including compensation plans) along with how partners are dealt with not to mention customers.

How will the sales pitch be to the Cisco network people at VARs or customer sites, or too the storage or server or VMware teams, or, all of the above?

What about the others?
Cisco has relationships with Dell, HP, IBM, Microsoft and Oracle/Sun among others that they will be stepping even more on the partner toes than when they launched the UCS earlier this year. EMC for its part if fairly diversified and is not as subservient to IBM however has a history of partnering with Dell, Oracle and Microsoft among others.

VMware has a smaller investment and thus more in the wings as is Intel given that both have large partnership with Dell, HP, IBM and Microsoft. Microsoft is of interest here because on one front the bulk of all servers virtualized into VMware VMs are Windows based.

On the other hand, Microsoft has their own virtualization hypervisor HyperV that depending upon how you look at it, could be a competitor of VMware or simply a nuisance. Im of the mindset that its still to early and don’t judge this game on the first round which VMware has won. Keep in mind the history such as desktop and browser wars that Microsoft lost in the first round only to come back strong later. This move could very well invigorate Microsoft, or perhaps Oracle, Citrix among others.

Now this is far from the first time that we have seen alliances, coalitions, marketing or sales promotion cross technology vendor clubs in the industry let alone from the specific vendors involved in this announcement.

One that comes to mind was 3COMs failed attempt in the late 90s to become the first traditional networking vendor to get into SANs, that was many years before Cisco could spell SAN let alone their Andiamo startup incubated. The 3COM initiative which was cancelled due to financial issues literally on the eve of rollout was to include the likes of STK (pre-sun), Qlogic, Anchor (People were still learning how to spell Brocade), Crossroads (FC to SCSI routers for tape), Legato (pre-EMC), DG CLARiiON (Pre-EMC), MTI (sold their patents to EMC, became a reseller, now defunct) along with some others slated to jump on the bandwagon.

Lets also not forget that while among the traditional networking market vendors Cisco is the $32B giant and all of the others including 3Com, Brocade, Broadcom, Ciena, Emulex, Juniper and Qlogic are the seven plus dwarfs. However, keep the $23B USD Huawei networking vendor that is growing at a 45% annual rate in mind.

I would keep an eye on AMD, Brocade, Citrix, Dell, Fujitsu, HP, Huawei, Juniper, Microsoft, NetApp, Oracle/Sun, Rackable and Symantec among many others for similar joint venture or marketing alliances.

Some of these have already surfaced with Brocade and Oracle sharing hugs and chugs (another sales term referring to alliance meetings over beers or shots).

Also keep in mind that VMware has a large software (customer business) footprint deployed on HP with Intel (and AMD) servers.

Oh, and those VMware based VMs running on HP servers also just happen to be hosting in their neighbor of 80% or more Windows based guests operating systems, I would say its game on time.

When I say its game on time, I dont think VMware is brash enough to cut HP (or others) off forcing them to move to Microsoft for virtualization. However the game is about control, control of technology stacks and partnerships, control of vars, integrators and the channel, as well as control of customers.

If you cannot tell, I find this topic fun and interesting.

For those who only know me from servers they often ask when did I learn about networking to which I say check out one of my books (Resilient Storage Networks-Elsevier). Meanwhile for others who know me from storage I get asked when did I learn about or get into servers to which I respond about 28 years ago when I worked in IT as the customer.

Bottom line on Acadia, vblocks and VCE for now, I like the idea of a unified and bundled solution as long as they are open and flexible.

On the other hand, I have many questions and even skeptical in some areas including of how this plays out for Cisco and EMC in terms of if it can be a unifier or polarized causing market fragmentation.

For some this is or will be dejavu, back to the future, while for others it is a new, exciting and revolutionary approach while for others it will be new fodder for smack talk!

More to follow soon.

Cheers gs

Greg Schulz – Author Cloud and Virtual Data Storage Networking (CRC Press, 2011), The Green and Virtual Data Center (CRC Press, 2009), and Resilient Storage Networks (Elsevier, 2004)

twitter @storageio

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2012 StorageIO and UnlimitedIO All Rights Reserved

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Could Huawei buy Brocade?

Disclosure: I have no connection to Huawei. I own no stock in, nor have I worked for Brocade as an employee; however I did work for three years at SAN vendor INRANGE which was acquired by CNT. However I left to become an industry analyst prior to the acquisition by McData and well before Brocade bought McData. Brocade is not a current client; however I have done speaking events pertaining to general industry trends and perspectives at various Brocade customer events for them in the past.

Is Brocade for sale?

Last week a Wall Street Journal article mentioned Brocade (BRCD) might be for sale.

BRCD has a diverse product portfolio for Fibre Channel, Ethernet along with the emerging Fibre Channel over Ethernet (FCoE) market and a whos who of OEM and channel partners. Why not be for sale, good timing for investors, CEO Mike Klayko and his team have arguably done a good job of shifting and evolving the company.

Generally speaking, lets keep in perspective, everything is always for sale, and in an economy like now, bargains are everywhere. Many business are shopping, its just a matter of how visible the shopping for a seller or buyer is along with motivations and objectives including shareholder value.

Consequently, the coconut wires are abuzz with talk and speculation of who will buy Brocade or perhaps who Brocade might buy among other Merger and Acquisition (M and A) activity of who will buy who. For example, who might buy BRCD, why not EMC (they sold McData off years ago via IPO), or IBM (they sold some of their networking business to Cisco years ago) or HP (currently an OEM partner of BRCD) as possible buyers?

Last week I posted on twitter a response to a comment about who would want to buy Brocade with a response to the effect of why not a Huawei to which there was some silence except for industry luminary Steve Duplessie (have a look to see what Steve had to say).

Part of being an analyst IMHO should be to actually analyze things vs. simply reporting on what others want you to report or what you have read or hear elsewhere. This also means talking about scenarios that are of out of the box or in adjacent boxes from some perspectives or that might not be in-line with traditional thinking. Sometimes this means breaking away and thinking and saying what may not be obvious or practical. Having said that, lets take a step back for a moment as to why Brocade may or might not be for sale and who might or may not be interested in them.

IMHO, it has a lot to do with Cisco and not just because Brocade sees no opportunity to continue competing with the 800lb guerilla of LAN/MAN networking that has moved into Brocades stronghold of storage network SANs. Cisco is upsetting the table or apple cart with its server partners IBM, Dell, HP, Oracle/Sun and others by testing the waters of the server world with their UCS. So far I see this as something akin to a threat testing the defenses of a target before actually full out attacking.

In other words, checking to see how the opposition responds, what defense are put up, collect G2 or intelligence as well as how the rest of the world or industry might respond to an all out assault or shift of power or control. Of course, HP, IBM, Dell and Sun/Oracle will not take this move into their revenue and account control goes un-noticed with initial counter announcements having been made some re-emphasize relationship with Brocade along with their recent acquisition of Ethernet/IP vendor Foundry.

Now what does this have to do with Brocade potentially being sold and why the title involving Huawei?

Many of the recent industry acquisitions have been focused on shoring up technology or intellectual property (IP), eliminating a competitor or simply taking advantage of market conditions. For example, Datadomain was sold to EMC in a bidding war with NetApp, HP bought IBRIX, Oracle bought or is trying to buy Sun, Oracle also bought Virtual Iron, Dell bought Perot after HP bought EDS a year or so ago while Xerox bought ACS and so the M and A game continues among other deals.

Some of the deals are strategic, many being tactical, Brocade being bought I would put in the category of a strategic scenario, a bargaining chip or even pawn if you prefer in a much bigger game that is more than about switches, directors, HBAs, LANs, SANs, MANSs, WANs, POTS and PANs (Checkout my  book “Resilient Storage Networks”-Elsevier)!

So with conversations focused around Cisco expanding into servers to control the data center discussion, mindset, thinking, budgets and decision making, why wouldnt an HP, IBM, Dell let alone a NetApp, Oracle/Sun or even EMC want to buy Brocade as a bargaining chip in a bigger game? Why not a Ciena (they just bought some of Nortels assets), Juniper or 3Com (more of a merger of equals to fight Cisco), Microsoft (might upset their partner Cisco) or Fujitsu (Their Telco group that is) among others?

Then why not Huawei, a company some may have heard of, one that others may not have.

Who is Huawei you might ask?

Simple, they are a very large IT solutions provider who is also a large player in China with global operations including R&D in North America and many partnerships with U.S. vendors. By rough comparison, Cisco most recently reported annual revenue are about 36.1B (All are USD), BRCD about 1.5B, Juniper about $3.5B and 3COM about $1.3B and Huawei at about 23B USD with a year over year sales increase of 45%. Huawei has previous partnerships with storage vendors including Symantec and Falconstor among others. Huawei also has had partnership with 3com (H3C), a company that was first of the LAN vendors to get into SANs (pre-maturely) beating Cisco easily by several years.

Sure there would be many hurdles and issues, similar to the ones CNT and INRANGE had to overcome, or McData and CNT, or Brocade and McData among others. However in the much bigger game of IT account and thus budget control is played by HP, IBM, and Sun/Oracle among others, wouldn’t maintaining a dual-source for customers networking needs make sense, or, at least serve as a check to Cisco expansion efforts? If nothing else, maintaining the status quo in the industry for now, or, if the rules and game are changing, wouldn’t some of the bigger vendors want to get closer to the markets where Huawei is seeing rapid growth?

Does this mean that Brocade could be bought? Sure.
Does this mean Brocade cannot compete or is a sign of defeat? I don’t think so.
Does this mean that Brocade could end up buying or merging with someone else? Sure, why not.
Or, is it possible that someone like Huawei could end up buying Brocade? Why not!

Now, if Huawei were to buy Brocade, which begs the question for fun, could they be renamed or spun off as a division called HuaweiCade or HuaCadeWei? Anything is possible when you look outside the box.

Nuff said for now, food for thought.

Cheers – gs

Greg Schulz – StorageIO, Author “The Green and Virtual Data Center” (CRC)

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I/O, I/O, Its off to Virtual Work and VMworld I Go (or went)

Ok, so I should have used that intro last week before heading off to VMworld in San Francisco instead of after the fact.

Think of it as a high latency title or intro, kind of like attaching a fast SSD to a slow, high latency storage controller, or a fast server attached to a slow network, or fast network with slow storage and servers, it is what it is.

I/O virtualization (IOV), Virtual I/O (VIO) along with I/O and networking convergence have been getting more and more attention lately, particularly on the convergence front. In fact one might conclude that it is trendy to all of a sudden to be on the IOV, VIO and convergence bandwagon given how clouds, soa and SaaS hype are being challenged, perhaps even turning to storm clouds?

Lets get back on track, or in the case of the past week, get back in the car, get back in the plane, get back into the virtual office and what it all has to do with Virtual I/O and VMworld.

The convergence game has at its center Brocade emanating from the data center and storage centric I/O corner challenging Cisco hailing from the MAN, WAN, LAN general networking corner.

Granted both vendors have dabbled with success in each others corners or areas of focus in the past. For example, Brocade as via acquisitions (McData+Nishan+CNT+INRANGE among others) a diverse and capable stable of local and long distance SAN connectivity and channel extension for mainframe and open systems supporting data replication, remote tape and wide area clustering. Not to mention deep bench experience with the technologies, protocols and partners solutions for LAN, MAN (xWDM), WAN (iFCP, FCIP, etc) and even FAN (file area networking aka NAS) along with iSCSI in addition to Fibre Channel and FICON solutions.

Disclosure: Here’s another plug ;) Learn more about SANs, LANs, MANs, WANs, POTs, PANs and related technologies and techniques in my book “Resilient Storage Networks – Designing Flexible Scalable Data Infrastructures" (Elsevier).

Cisco not to be outdone has a background in the LAN, MAN, WAN space directly, or similar to Brocade via partnerships with product and experience and depth. In fact while many of my former INRANGE and CNT associates ended up at Brocade via McData or in-directly, some ended up at Cisco. While Cisco is known for general networking, the past several years they have gone from zero to being successful in the Fibre Channel and yes, even the FICON mainframe space while like Brocade (HBAs) dabbling in other areas like servers and storage not to mention consumer products.

What does this have to do with IOV and VIO, let alone VMworld and my virtual office, hang on, hold that thought for a moment, lets get the convergence aspect out of the way first.

On the I/O and networking convergence (e.g. Fibre Channel over Ethernet – FCoE) scene both Brocade (Converged Enhanced Ethernet-CEE) and Cisco (Data Center Ethernet – DCE) along with their partners are rallying around each others camps. This is similar to how a pair of prize fighters maneuvers in advance of a match including plenty of trash talk, hype and all that goes with it. Brocade and Cisco throwing mud balls (or spam) at each other, or having someone else do it is nothing new, however in the past each has had their core areas of focus coming from different tenets in some cases selling to different people in an IT environment or those in VAR and partner organizations. Brocade and Cisco are not alone nor is the I/O networking convergence game the only one in play as it is being complimented by the IOV and VIO technologies addressing different value propositions in IT data centers.

Now on to the IOV and VIO aspect along with VMworld.

For those of you that attended VMworld and managed to get outside of session rooms, or media/analyst briefing or reeducation rooms, or out of partner and advisory board meetings walking the expo hall show floor, there was the usual sea of vendors and technology. There were the servers (physical and virtual), storage (physical and virtual), terminals, displays and other hardware, I/O and networking, data protection, security, cloud and managed services, development and visualization tools, infrastructure resource management (IRM) software tools, manufactures and VARs, consulting firms and even some analysts with booths selling their wares among others.

Likewise, in the onsite physical data center to support the virtual environment, there were servers, storage, networking, cabling and associated hardware along with applicable software and tucked away in all of that, there were also some converged I/O and networking, and, IOV technologies.

Yes, IOV, VIO and I/O networking convergence were at VMworld in force, just ask Jon Torr of Xsigo who was beaming like a proud papa wanting to tell anyone who would listen that his wares were part of the VMworld data center (Disclosure: Thanks for the T-Shirt).

Virtensys had their wares on display with Bob Nappa more than happy to show the technology beyond an UhiGui demo including how their solution includes disk drives and an LSI MegaRAID adapter to support VM boot while leveraging off-the shelf or existing PCIe adapters (SAS, FC, FCoE, Ethernet, SATA, etc.) while allowing adapter sharing across servers, not to mention, they won best new technology at VMworld award.

NextIO who is involved in the IOV / VIO game was there along with convergence vendors Brocade, Cisco, Qlogic and Emulex among others. Rest assured, there are many other vendors and VARs in the VIO and IOV game either still in stealth, semi-stealth or having recently launched.

IOV and VIO are complimentary to I/O and networking convergence in that solutions like those from Aprius, Virtensys, Xsigo, NextIO and others. While they sound similar, and in fact there is confusion as to if Fibre Channel N_Port Virtual ID (FC_NPVID) and VMware virtual adapters are IOV and VIO vs. solutions that are focused on PCIe device/resource extension and sharing.

Another point of confusion around I/O virtualization and virtual I/O are blade system or blade center connectivity solutions such as HP Virtual Connect or IBM Fabric Manger not to mention those form Engenera add confusion to the equation. Some of the buzzwords that you will be hearing and reading more about include PCIe Single Root IOV (SR-IOV) and Multi-Root IOV (MR-IOV). Think of it this way, within VMware you have virtual adapters, and Fibre Channel Virtualization N_Port IDs for LUN mapping/masking, zone management and other tasks.

IOV enables localized sharing of physical adapters across different physical servers (blades or chassis) with distances measured in a few meters; after all, it’s the PCIe bus that is being extended. Thus, it is not a replacement for longer distance in the data center solutions such as FCoE or even SAS for that matter, thus they are complimentary, or at least should be considered complimentary.

The following are some links to previous articles and related material including an excerpt (yes, another plug ;)) from chapter 9 “Networking with you servers and storage” of new book “The Green and Virtual Data Center” (CRC). Speaking of virtual and physical, “The Green and Virtual Data Center” (CRC) was on sale at the physical VMworld book store this week, as well as at the virtual book stores including Amazon.com

The Green and Virtual Data Center

The Green and Virtual Data Center (CRC) on book shelves at VMworld Book Store

Links to some IOV, VIO and I/O networking convergence pieces among others, as well as news coverage, comments and interviews can be found here and here with StorageIOblog posts that may be of interest found here and here.

SearchSystemChannel: Comparing I/O virtualization and virtual I/O benefits – August 2009

Enterprise Storage Forum: I/O, I/O, It’s Off to Virtual Work We Go – December 2007

Byte and Switch: I/O, I/O, It’s Off to Virtual Work We Go (Book Chapter Excerpt) – April 2009

Thus I went to VMworld in San Francisco this past week as much of the work I do is involved with convergence similar to my background, that is, servers, storage, I/O networking, hardware, software, virtualization, data protection, performance and capacity planning.

As to the virtual work, well, I spent some time on airplanes this week which as is often the case, my virtual office, granted it was real work that had to be done, however I also had a chance to meet up with some fellow tweeters at a tweet up Tuesday evening before getting back in a plane in my virtual office.

Now, I/O, I/O, its back to real work I go at Server and StorageIO , kind of rhymes doesnt it!

I/O, I/O, Its off to Virtual Work and VMworld I Go (or went)

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IBM Out, Oracle In as Buyer of Sun

Following on the heals of IBM in talks with Sun that broke down a week or so ago, today’s news is Oracle has agreed to buy Sun extending Larry Ellison’s software empire as well as boosting his hardware empire from fast sport platforms to server, storage and other IT data center hardware.

What’s the real play and story here is certainly open to discussion and debate, is it good, is it bad, who are the winners and losers will be determined as the dust settles, not to mention as responses from across the industry, not to mention new product announcements and enhances slated by some for as early as this week. What if any role does Cisco wanting to get into servers and maybe storage play, does Oracle want to make sure they remain at the big table?

Regarding discussions of this deal, what it means, the twitter world has been abuzz already this morning, click here to see and follow some of the conversations, perspectives and insights being exchanged.

Nuf said for now, its time to get ready to head off to the airport as I’m doing several events speaking and keynote sessions this week on the right coast while the left coast is abuzz with the Sun & Oracle activity.

Ok, nuff said.

Cheers gs

Greg Schulz – Author Cloud and Virtual Data Storage Networking (CRC Press), The Green and Virtual Data Center (CRC Press) and Resilient Storage Networks (Elsevier)
twitter @storageio

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved

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Out and About Update

As part of the continuing on the road theme and series, this post is being done while traveling for this weeks adventures and events including stops in Atlanta, St. Louis and wrapping up the week in Minneapolis at the local CMG quarterly meeting event. At both last weeks events in Las Vegas and Milwaukee as well as this weeks events talking with IT professionals from various organizations, a consistent theme is that there is no data or I/O recession, however there is the need to do more with less while enabling business sustainability.

While VMware remains the dominant server virtualization platform, I’m hearing of more organizations using Citrix or other Xensource based technologies along with some Microsoft HyperV adopters in part to leverage lower cost of ownership compared to VMware in instances where not all of the feature functionality of the robust VMware technology is needed. This will be an interesting scenario to keep an eye on in the weeks and months to come to see if there are any shifting patterns on the server virtualization front while trying to stretch IT dollars further to do more.

On the Merger & Acquisition (M&A) scene, coverage of on again, off-again and recently rekindled rumored of IBM buying Sun is rampant from the Wall Street Journal to twitter and most points in between. There have been many storm clouds around Sun the past several years from a business and technology perspective, and perhaps the best thing is for Sun and IBM to combine forces and resources, bridging the gap between old physical worlds and new virtual cloud enabled worlds so to speak. Personally, I like the idea for many different reasons and think that some shape or form of an IBM and Sun deal either in entirety, or pieces is far more likely to occur and sooner, than seeing funds returned from either AIG or Bernard Madoff, the other top news items this week, nuf said for now about IBM and Sun.

Also this week, other activity included Cisco announcing that they are testing the waters to enter into the server market space to help jumpstart the converged networking space with some of my initial comments here and here. Check out StorageIO in the news page here for other comments on various IT industry trends, technologies and related activities including a recent piece by Drew Robb about The State of the Data Storage Job Market.

Lets see how this plays out with more to say later, thanks again for everyone who came out for last weeks as well as this weeks events, look forward to seeing and talking with you again soon I hope.

Cheers – gs

Technorati tags: Recession, Sustainability, Wall Street Journal, Data Center Bottlenecks, Performance, Capacity, Networking, Telephone, Data Center, Consolidation, Virtualization, VMware, Server, Storage, Software, Sun, IBM, Las Vegas, Milwaukee, St. Louis, Atlanta, CMG, AIG, Bernard Madoff, Cisco

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Cisco wins FCoE Pre-Season and Primaries – Now for the Main Event!

Storage I/O trends

Ok, unless you have turned off all of your news feeds, RSS feeds, discontinued all printed industry and trade related publications and stopped visiting blogs and other on-line venues, you may not have heard that Cisco, NetApp, EMC, Emulex and Qlogic have made a series of announcements signaling proof of life for the emerging Fibre Channel over Ethernet (FCoE) based on the Cisco Data Center Ethernet (DCE) or on the emerging more general Converged Enhanced Ethernet (CEE).

Now if you have not heard, check out the various industry news and information venues and blogs. Likewise if you are a Brocadian, dont worry and do not get upset by the early poll or exit poll results from the primaries, the real and broad adoption game has not started yet, however, get your game faces on.

At this point given the newness of the technology and early adopter status, its safe to say that Cisco has won the pre-season or primaries for the first FCoE battle. However, despite the hype and proof of life activity which can be gauged by the counter claims from the iSCSI camps, the main event or real market adoption and deployment will start ramping up in 2009 and with broader adoption occurring in the 2010 to 2011 timeframes.

This is not to say that there will not be any adoption of FCoE between now and the next 12-18 months, quite the opposite, there will be plenty of early adopters, test and pilot cases as well as Cisco faithful who chose to go the FCoE route vs. another round of Fibre Channel at 8Gb, or, for those who want to go to FCoE at 10Gb instead of iSCSI or NAS at 10GbE for what ever reasons. However the core target market for FCoE is the higher-end, risk adverse environments that shy away from bleeding edge technology unless there is an adjacent and fully redundant blood bank located next door if not on-site.

Consequently similar how Fibre Channel and FICON were slow to ramp-up taking a couple of years from first product and components availability, FCoE will continue to gain ground and as the complete and open ecosystem comes into place including adapters, switches and directors, routers, bridges and gateways, storage systems as well as management tools and associated training and skills development.

Watch for vendors to ratchet up discussions about how many FCoE or FCoE enabled systems are shipped with an eye on the keyword, FCoE enabled which means that the systems may or may not actually be deployed in FCoE mode, rather that they are ready for it, sound familiar to early iSCSI or event FC product shipments?

Rest assured, FCoE has a very bright future (see here and here) at the mid to high-end of the market while iSCSI will continue to grow and gain in adoption in the mid-market down to the lower reaches of the SMB market. Of course there will be border skirmishes as iSCSI tries to move up market and FCoE tries to move down market and of course there will be those that stay the course for another round of Fibre Channel beyond 8Gb while NAS continues to gain ground in all market segments and SAS at the very low-end where even iSCSI is to expensive. Learn more over at the Fibre Channel Industry Association (FCIA) or FCoE Portal sites as well as at Brocade, Cisco, EMC, Emulex, NetApp and Qlogic sites among others.

Ok, nuff said.

Cheers gs

Greg Schulz – Author Cloud and Virtual Data Storage Networking (CRC Press), The Green and Virtual Data Center (CRC Press) and Resilient Storage Networks (Elsevier)
twitter @storageio

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved

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Why XIV is so important to IBMs storage business – Its Not About the Technology or Product!

Storage I/O trends

Ok, so I know I’m not taking a popular stance on this one from both camps, the IBMers and their faithful followers as well as the growing legion of XIV followers will take exception I’m sure.

Likewise, the nay sayers would argue why not take a real swing and knock the ball out of the park as if it were baseball batting practice. No, I’m going a different route as actually, either of the approaches would be too easy and have been pretty well addressed already.

The IBM XIV product that IBM acquired back in January 2008 is getting a lot of buzz (some good, some not so good) lately in the media and blog sphere (here and here which in turn lead to many others) as well as in various industry and customer discussions.

How ironic that the 2008 version of storage in an election year in the U.S. pits the IBM and XIV faithful in one camp and the nay sayers and competition in the other camps. To hear both camps go at it with points, counter points, mud-slinging and lipstick slurs should be of no surprise when it comes vendor?s points and counter points. In fact the only thing missing from some of the discussions or excuse me, debates is the impromptu appearance on-stage by either Senators Bidden, Clinton, McCain or Obama or Governor Palin to weigh in on the issues, after all, it is the 2008 edition of storage in an election year here in the United States.

Rather than jump on the bashing XIV bandwagon which about everyone in the industry is now doing except for, the proponents or, folks taking a step back looking at the bigger non-partisan picture like Steve Duplessie the genesis billionaire founder of ESG and probably the future owner of the New England Patriots (American) Football team whose valuation may have dripped enough for Steve to buy now that their start quarterback Tom Brady is out with a leg injury that will take longer to rebuild than all the RAID 6 configured 1 TByte SATA disk drives in 3PAR, Dell, EMC, HGST, HP, IBM, NetApp, Seagate, Sun and Western Digital as well as many other vendors test labs combined. As for the proponents or faithful, in the spirit of providing freedom of choice and flexible options, the cool-aid comes in both XIV orange as well as traditional IBM XIV blue, nuff said.

In my opinion, which is just that, an opinion, XIV is going to help and may have already done so for IBMs storage business not from the technical architecture or product capabilities or even in the number of units that IBM might eventually sell bundled or un-bundled. Rather, XIV is getting IBM exposure and coverage to be able to sit at the table with some re-invigorated spirit to tell the customer what IBM is doing and if they pay attention, in-between slide decks, grasp the orders for upgrades, expansion or new installs for the existing IBM storage product line, then continue on with their pitch until the customer asks to place another upgraded or expansion order, then quickly grab that order, then continue on with the presentation while touching lightly on the products IBM customers continue to buy and looking to upgrade including:

IBM disk
IBM tape – tape and virtual tape
DS8000 – Mainframe and open systems storage
DS5000 – New version of DS4000 to compete with new EMC CLARiiON CX4s
DS4000 ? aka the Array formerly known as the FastT
DS3000 – Entry level iSCSI, SAS and FC storage
NetApp based N-Series – For NAS windows CIFS and NFS file sharing
DR550 archiving solution
SAN Volume Controller-SVC

Not to mention other niche products such as the Data Direct Networks-DDN based DCS9550 or IBM developed DS6000 or recently acquired Diligent VTL and de-duping software.

IBM will be successful with XIV not by how many systems they sell or give away, oh, excuse me, add value to other solutions. How IBM should be gauging XIV success is based on increased sales of their other storage systems and associated software and networking technologies including the mainframe attachable DS8000, the new high performance midrange DS5000 that builds on the success of the DS4000, all of which should have both Brocade and Cisco salivating given their performance need for more Fibre Channel (and FICON for DS8000) 4GFC and 8GFC Fibre Channel ports, switches, adapters and directors. Then there is the netapp based N series for NAS and file serving to support unstructured data including Web and social networking.

If I were Brocade, Cisco, NetApp or any of the other many IBM suppliers, I would be putting solution bundles together certainly to ride the XIV wave, however have solution bundles ready to play to the collateral impact of all the other IBM storage products getting coverage. For example sure Brocade and Cisco will want to talk about more Fibre Channel and iSCSI switch ports for the XIV, however, also talk performance to be able to unleash the capabilities of the DS8000 and DS5000, or, file management tools for the N-Series as well as bundles around the archiving DR550 solution.

The N-Series NAS gateway that could be used in theory to dress up XIV and actually make it usable for NAS file serving, file sharing and Web 2.0 related applications or unstructured data. There is the IBM SAN Volume Controller-SVC that virtualizes almost everything except the kitchen sink which may be in a future release. There is the DR550 archiving and compliance platform that not only provides RAID 6 protected energy-efficient storage, it also supports movement of data to tape, now if IBM could get the story out on that solution which maybe in the course of talking about XIV, IBM DR550 might get discovered as well. Of course there are all the other backup, archiving, data protection management and associated tools that will get pick-up and traction as well.

You see even if IBM quadruples the XIV footprint of revenue installed in production systems with 400% growth rates year over year, never mind that the nay-sayers that would only be about 1/20 or 1/50th of what Dell/EqualLogic, or LeftHand via HP/Intel or even IBM xseries not to mention all the others using IBRIX, HP/PolyServe, Isilon, 3PAR, Panasas, Permabit, NEC and the list goes on with similar clustered solutions have already done.

The point is watch for up-tick even if only 10% on the installed DS8000 or DS5000 (new) or DS4000 or DS3000 or N-Series (NetApp) or DR550 (the archive appliance IBM should talk more about), or SVC or the TS series VTLs.

Even a 1% jump due to IBM folks getting out and in front of customers and business partners, a 10% jump on the installed based of somewhere around 40,000 DS8000 (and earlier ESS versions) is 4,000 new systems, on the combined DS5000/DS4000/DS3000 formerly known as FasT with combined footprint of over 100,000 systems in the field, 10% would be 10,000 new systems. Take the SVC, with about 3,000 instances (or about 11,000 clustered nodes), 10% would mean another new 300 instances and continue this sort of improvement across the rest of the line and IBM will have paid for not only XIV and Moshe?s (former EMCer and founded of XIV and now IBM fellow) retirement fund.

IBM may be laughing to the big blue bank even after having enough money to finally buy a clustered NAS file system for Web 2.0 and bulk storage such as IBRIX before someone else like Dell, EMC or HP gets their hands on it. So while everyone else continues to bash how bad XIV is performing. Whether this is a by design strategy or one that IBM can simply fall into, it could be brilliant if played out and well executed however only time will tell.

If those who want to rip on xiv really want to inflict damage, cease and ignore XIV for what it is or is not and find something else to talk about and rest assured, if there are other good stories, they will get covered and xiv will be ignored.

Instead of ripping on XIV, or listening to more XIV hype, I’m going fishing and maybe will come back with a fish story to rival the XIV hype, in the meantime, look I forward to seeing the IBM success for their storage business as a whole due to the opportunity for IBMers and their partners getting excited to go and talk about storage and being surprised by their customers giving them orders for other IBM products, that is unless the IBM revenue prevention department gets in the way. For example if IBMers or their partners in the excitement of the XIV moment forget to sell to customers what customers want, and will buy today or are ready to buy and grab the low hanging fruit (sales orders for upgrades and new sales) of current and recently enhanced products while trying to reprogram and re-condition customers to the XIV story.

Congratulations to IBM and their partners as well as OEM suppliers if they can collective pull the ruse off and actually stimulate total storage sales while XIV becomes a decoy and maybe even gets a few more installs and some revenue to help prop it up as a decoy.

Ok, nuff said.

Cheers gs

Greg Schulz – Author Cloud and Virtual Data Storage Networking (CRC Press), The Green and Virtual Data Center (CRC Press) and Resilient Storage Networks (Elsevier)
twitter @storageio

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved

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Brocade to Buy Foundry Networks – Prelude to Upcoming Converged Ethernet and FCoE Battle

Storage I/O trends

The emerging and maturing Fibre Channel over Ethernet (FCoE) and Converged Ethernet, aka Data Center Ethernet, Converged Enhanced Ethernet, Enterprise Ethernet among others marketing names activity is picking up. Today Brocade took a major step to shore up its already announced FCoE and converged Ethernet story which includes new directors and converged host bus adapters
by announcing intentions of buying

Ethernet high performance switching vendor Foundry Networks in a deal valued around $3B USD and some change. Not a bad deal for Foundry, some would say an expensive deal for Brocade, perhaps paying to much, however given some of the recent storage and networking related deals. For example IBM spending around $300M for a startup called XIV who claims to have shipped a few storage systems to a few customers, or, Dell spending about $1.3B to buy EqualLogic who had a few thousand customers (Could be the deal of the century for Dell compared to IBM and XIV, however time will tell), or EMC and some of its recent purchases like RSA, Avamar or bargains like WysDM, Mozy and Iomega not to mention Cisco having not been bashful about dropping some serious coin for standalone companies like Neuspeed (where are they now) for iSCSI as well as Andimao and more recently Nuovo. Regardless of if Mike Klayko (Brocade CEO) paid too much or not, he did what he had to do as part of his continuing activities to re-invent Brocade and leverage their core DNA and business focus of data infrastructures.

Brocade could probably have made a nice business for a few more years like some of the companies they have recently acquired tried to do including McData, CNT, INRANGE and so forth. However the reality is that sooner or later, they too (Brocade) would probably have been acquired by someone perhaps. With the acquisition of Foundry Networks, along with previous announcements for FCoE technologies and their existing products for NAS or file based storage management and iSCSI solutions, Brocade is signaling that they want to fight for survival as opposed to circle the wagons and guard their installed base and wheel house.

With the up-coming Converged Ethernet and FCoE battle royal shaping up to start in about 12 to 18 months, sooner for the early adopters who like to test and kick around technology early, or for those who want to go right to 10GbE today instead of 8Gb Fibre Channel, or, for those who like bleeding edge solutions. The reality even with recent proof of life plug-fest demos and claims of being ready for primetime, core Brocade customers particularly at the high-end of the market tend to be rather risk averse and cautions with their data infrastructure thus moving at a slower pace. For them, upgrading to 8Gb Fibre Channel may be the near term future while watching FCoE and converged Ethernet or converged enhanced Ethernet evolve and being transitioning in a couple of years. For these risk adverse type customers, bleeding edge technology means having a blood bank nearby and on call as downtime and disruption is not an option.

Rest assured, with Ciscopushing hard to stimulate the FCoE market and get people to skip 8Gb FC and switch over to 10GbE, there will be plenty more plug fest and proof of life demos, plenty of trash talking by both sides that will rival some of the best heavy weight match-ups.

Buyers beware, do your home work and if being an early adopter of FCoE and converged networks is right for you, with due diligence do some testing to see how everything really works in your environment from storage systems, to adapters, to switches, to protocol converters and gateways to management and diagnostic software. How does the whole ecosystem that matches your environment work for your scenario. If you are not comfortable with where the FCoE and converged Ethernet technologies and more importantly supporting ecosystem are at, take your time, monitor the situation as it unfolds over the next year or so leading up to the big battle royal between Brocade and Cisco.

Something that I think is interesting is that here we have Brocade and Cisco squaring off in a convergence battle between a general networking vendor (Cisco) and storage centric networking vendor (Brocade), both of whom have been built on organic growth as well as acquisitions. What?s even more interesting is that around 10 years ago back when Brocade was just getting started and Cisco was still trying to figure out Fibre Channel and iSCSI, 3COM had at the time the foresight to put together an alliance of Storage related partners to get into the then emerging SAN market place. The alliance was to include various storage vendors, switch and HBA as well as router or gateway vendors along with data and backup software vendors. Before the program could be officially launched, it was canceled just as all of the promotional material was about to be distributed due to poor finical health of 3COM. With a few exceptions, most of the participants in that early program, which was probably a year or two ahead of its time have either been bought or disappeared altogether. 3COM could have been a major force in a converged LAN and SAN market place instead of now watching Brocade and Cisco form the sidelines.

For now, congratulations to Mike Klayko and crew for demonstrating that they want to put up a fight and provide an alternative for their customers to Cisco and that they are serious about being a serious contender in the data infrastructure solution provider fight. For Cisco, looks like two of your competitors have now become one. Good luck and best wishes to both sides, Brocade and Cisco and I will be watching this battle from ring side as both parties line up and re-align their partner ecosystems.

Cheers
gs

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More on Fibre Channel over Ethernet (FCoE)

Here’s a link to a new StorageIO Industry Trends and Perspective on the emerging “Fibre Channel over Ethernet (FCoE) technology”.

Ok, nuff said.

Cheers gs

Greg Schulz – Author Cloud and Virtual Data Storage Networking (CRC Press), The Green and Virtual Data Center (CRC Press) and Resilient Storage Networks (Elsevier)
twitter @storageio

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved