IBM buys flash solid state device (SSD) industry veteran TMS

How much flash (or DRAM) based Solid State Device (SSD) do you want or need?

IBM recently took a flash step announcing it wants and needs more SSD capabilities in different packaging and functionality capabilities to meet the demands and opportunities of customers, business partners and prospects by acquiring Texas Memory Systems (TMS).

IBM buys SSD flash vendor TMS

Unlike most of the current generation of SSD vendors besides those actually making the dies (chips or semiconductors) or SSD drives that are startups or relatively new, TMS is the industry veteran. Where most of the current SSD vendors experiences (as companies) is measured in months or at best years, TMS has seen several generations and SSD adoption cycles during its multi-decade existence.

IBM buys SSD vendor Texas Memory Systems TMS

What this means is that TMS has been around during past dynamic random access memory (DRAM) based SSD cycles or eras, as well as being an early adopter and player in the current nand flash SSD era or cycle.

Granted, some in the industry do not consider the previous DRAM based generation of products as being SSD, and vice versa, some DRAM era SSD aficionados do not consider nand flash as being real SSD. Needless to say that there are many faces or facets to SSD ranging in media (DRAM, and nand flash among others) along with packaging for different use cases and functionality.

IBM along with some other vendors recognize that the best type of IO is the one that you do not have to do. However reality is that some type of Input Output (IO) operations need to be done with computer systems. Hence the second best type of IO is the one that can be done with the least impact to applications in a cost-effective way to meet specific service level objectives (SLO) requirements. This includes leveraging main memory or DRAM as cache or buffers along with server-based PCIe SSD flash cards as cache or target devices, along with internal SSD drives, as well as external SSD drives and SSD drives and flash cards in traditional storage systems or appliances as well as purpose-built SSD storage systems.

While TMS does not build the real nand flash single level cell (SLC) or multi-level cell (MLC) SSD drives (like those built by Intel, Micron, Samsung, SANdisk, Seagate, STEC and Western Digital (WD) among others), TMS does incorporate nand flash chips or components that are also used by others who also make nand flash PCIe cards and storage systems.

StorageIO industry trend for storage IO

IMHO this is a good move for both TMS and IBM, both of whom have been StorageIO clients in the past (here, here and here) that was a disclosure btw ;) as it gives TMS, their partners and customers a clear path and large organization able to invest in the technologies and solutions on a go forward basis. In other words, TMS who had looked to be bought gets certainty about their future as do they clients.

IBM who has used SSD based components such as PCIe flash SSD cards and SSD based drives from various suppliers gets a PCIe SSD card of their own, along with purpose-built mature SSD storage systems that have lineages to both DRAM and nand flash-based experiences. Thus IBM controls some of their own SSD intellectual property (e.g. IP) for PCIe cards that can go in theory into their servers, as well as storage systems and appliances that use Intel based (e.g. xSeries from IBM) and IBM Power processor based servers as a platform such. For example DS8000 (Power processor), and Intel based XIV, SONAS, V7000, SVC, ProtecTier and Pursystems (some are Power based).

In addition IBM also gets a field proven purpose-built all SSD storage system to compete with those from startups (Kaminario, Purestorage, Solidfire, Violin and Whiptail among others), as well as those being announced from competitors such as EMC (e.g. project X and project thunder) in addition to SSD drives that can go into servers and storage systems.

The question should not be if SSD is in your future, rather where will you be using it, in the server or a storage system, as a cache or a target, as a PCIe target or cache card or as a drive or as a storage system. This also means the question of how much SSD do you need along with what type (flash or DRAM), for what applications and how configured among other topics.

Storage and Memory Hirearchy diagram where SSD fits

What this means is that there are many locations and places where SSD fits, one type of product or model does not fit or meet all requirements and thus IBM with their acquisition of TMS, along with presumed partnership with other SSD based components will be able to offer a diverse SSD portfolio.

StorageIO industry trend for storage IO

The industry trend is for vendors such as Cisco, Dell, EMC, IBM, HP, NetApp, Oracle and others all of whom are either physical server and storage vendors, or in the case of EMC, virtual servers partnered with Cisco (vBlock and VCE) and Lenovo for physical servers.

Different types and locations for SSD

Thus it only makes sense for those vendors to offer diverse SSD product and solution offerings to meet different customer and application needs vs. having a single solution that users adapt to. In other words, if all you have is a hammer, everything needs to look like a nail, however if you have a tool box of various technologies, then it comes down to being able to leverage including articulating what to use when, where, why and how for different situations.

I think this is a good move for both IBM and TMS. Now lets watch how IBM and TMS can go beyond the press release, slide decks and webex briefings covering why it is a good move to justify their acquisition and plans, moving forward and to see the results of what is actually accomplished near and long-term.

Read added industry trends and perspective commentary about IBM buying TMS here and here, as well as check out these related posts and content:

How much SSD do you need vs. want?
What is the best kind of IO? The one you do not have to do
Is SSD dead? No, however some vendors might be
Has SSD put Hard Disk Drives (HDDs) On Endangered Species List?
Why SSD based arrays and storage appliances can be a good idea (Part I)
EMC VFCache respinning SSD and intelligent caching (Part I)
SSD options for Virtual (and Physical) Environments: Part I Spinning up to speed on SSD
Speaking of speeding up business with SSD storage
Is SSD dead? No, however some vendors might be
Part I: PureSystems, something old, something new, something from big blue
The Many Faces of Solid State Devices/Disks (SSD)
SSD and Green IT moving beyond green washing

Meanwhile, congratulations to both IBM and TMS, ok, nuff said (for now).

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

What does new EMC and Lenovo partnership mean?

EMC and EMCworld

The past several weeks have been busy with various merger, acquisitions and collaborating activity in the IT and data storage world. Summer time often brings new relationships and even summer marriages. The most recent is EMC and Lenovo announcing a new partnership that includes OEM sourcing of technology, market expansion and other initiatives. Hmm, does anybody remember who EMCs former desktop and server partner was, or who put Lenovo out for adoption several years ago?

Here is the press release from EMC and Lenovo that you can read yourself vs. me simply paraphrasing it:

Lenovo and EMC Team Up In Strategic Worldwide Partnership
A Solid Step in Lenovo’s Aspiration to Be a Player in Industry Standard Servers and Networked Storage with EMC’s Leading Technology; EMC Further Strengthens Ability to Serve Customers’ Storage Solutions Needs in China and Other Emerging Markets; Companies Agree to Form SMB-Focused Storage Joint Venture
BEIJING, China – August 1, 2012
Lenovo (HKSE: 992) (ADR: LNVGY) and EMC Corporation (NYSE: EMC) today announced a broad partnership that enhances Lenovo’s position in industry standard servers and networked storage solutions, while significantly expanding EMC’s reach in China and other key, high-growth markets. The new partnership is expected to spark innovation and additional R&D in the server and storage markets by maximizing the product development talents and resources at both companies, while driving scale and efficiency in the partners’ respective supply chains.
The partnership is a strong strategic fit, leveraging the two leading companies’ respective strengths, across three main areas:

  • First, Lenovo and EMC have formed a server technology development program that will accelerate and extend Lenovo’s capabilities in the x86 industry-standard server segment. These servers will be brought to market by Lenovo and embedded into selected EMC storage systems over time.
  • Second, the companies have forged an OEM and reseller relationship in which Lenovo will provide EMC’s industry-leading networked storage solutions to its customers, initially in China and expanding into other global markets in step with the ongoing development of its server business.
  • Finally, EMC and Lenovo plan to bring certain assets and resources from EMC’s Iomega business into a new joint venture which will provide Network Attached Storage (NAS) systems to small/medium businesses (SMB) and distributed enterprise sites.

“Today’s announcement with industry leader EMC is another solid step in our journey to build on our foundation in PCs and become a leader in the new PC-plus era,” said Yuanqing Yang, Lenovo chairman and CEO. “This partnership will help us fully deliver on our PC-plus strategy by giving us strong back-end capabilities and business foundation in servers and storage, in addition to our already strong position in devices. EMC is the perfect partner to help us fully realize the PC-plus opportunity in the long term.”
Joe Tucci, chairman and CEO of EMC, said, “The relationship with Lenovo represents a powerful opportunity for EMC to significantly expand our presence in China, a vibrant and very important market, and extend it to other parts of the world over time. Lenovo has clearly demonstrated its ability to apply its considerable resources and expertise not only to enter, but to lead major market segments. We’re excited to partner with Lenovo as we focus our combined energies serving a broader range of customers with industry-leading storage and server solutions.”
In the joint venture, Lenovo will contribute cash, while EMC will contribute certain assets and resources of Iomega. Upon closing, Lenovo will hold a majority interest in the new joint venture. During and after the transition from independent operations to the joint venture, customers will experience continuity of service, product delivery and warranty fulfillment. The joint venture is subject to customary closing procedures including regulatory approvals and is expected to close by the end of 2012.
The partnership described here is not considered material to either company’s current fiscal year earnings.
About Lenovo
Lenovo (HKSE: 992) (ADR: LNVGY) is a $US30 billion personal technology company and the world’s second largest PC company, serving customers in more than 160 countries. Dedicated to building exceptionally engineered PCs and mobile internet devices, Lenovo’s business is built on product innovation, a highly efficient global supply chain and strong strategic execution. Formed by Lenovo Group’s acquisition of the former IBM Personal Computing Division, the Company develops, manufactures and markets reliable, high-quality, secure and easy-to-use technology products and services. Its product lines include legendary Think-branded commercial PCs and Idea-branded consumer PCs, as well as servers, workstations, and a family of mobile internet devices, including tablets and smart phones. Lenovo has major research centers in Yamato, Japan; Beijing, Shanghai and Shenzhen, China; and Raleigh, North Carolina. For more information, see www.lenovo.com.
About EMC
EMC Corporation is a global leader in enabling businesses and service providers to transform their operations and deliver IT as a service. Fundamental to this transformation is cloud computing. Through innovative products and services, EMC accelerates the journey to cloud computing, helping IT departments to store, manage, protect and analyze their most valuable asset — information — in a more agile, trusted and cost-efficient way. Additional information about EMC can be found at www.EMC.com.

StorageIO industry trends and perspectives

What is my take?

Disclosures
I have been buying and using Lenovo desktop and laptop products for over a decade and currently typing this post from my X1 ThinkPad equipped with a Samsung SSD. Likewise I bought an Iomega IX4 NAS a couple of years ago (so I am a customer), am a Retrospect customer (EMC bought and then sold them off), used to be a Mozy user (now a former customer) and EMC has been a client of StorageIO in the past.

Lenovo Thinkpad
Some of my Lenovo(s) and EMC Iomega IX4

Let us take a step back for a moment, Lenovo was the spinout and sale from IBM who has a US base in Raleigh North Carolina. While IBM still partners with Lenovo for desktops, IBM over the past years or decade(s) has been more strategically focused on big enterprise environments, software and services. Note that IBM has continued enhancing its own Intel based servers (e.g. xSeries), propriety Power processor series, storage and technology solutions (here, here, here and here among others). However, for the most part, IBM has moved away from catering to the Consumer, SOHO and SMB server, storage, desktop and related technology environments.

EMC on the other hand started out in the data center growing up to challenge IBMs dominance of data storage in big environments to now being the industry maker storage player for big and little data, from enterprise to cloud to desktop to server, consumer to data center. EMC also was partnered with Dell who competes directly with Lenovo until that relationship ended a few years ago. EMC for its part has been on a growth and expansion strategy adding technologies, companies, DNA and ability along with staff in the desktop, server and other spaces from a data, information and storage perspective not to mention VMware (virtualization and cloud), RSA (security) among others such as Mozy for cloud backup. EMC is also using more servers in its solutions ranging from Iomega based NAS to VNX unified storage systems, Greenplum big data to Centera archiving, ATMOS and various data protection solutions among other products.

StorageIO industry trends and perspectives

Note that this is an industry wide trend of leveraging Intel Architecture (IA) along with AMD, Broadcom, and IBM Power among other general-purpose processors and servers as platforms for running storage and data applications or appliances.

Overall, I think that this is a good move for both EMC and Lenovo to expand their reach into different adjacent markets leveraging and complimenting each other strengths.

Ok, lets see who is involved in the next IT summer relationship, nuff said for now.

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

EMCworld 2012: Trust and marketing, can they coexist?

Storage I/O Industry Trends and Perspectives

Recently while at EMCworld in Las Vegas (Thanks btw to EMC who covered coach airfare and 3 nights hotel) I had the opportunity along with group of other industry analysts and advisors to have a series of small group meeting sessions with key EMC leadership.

EMC world

These sessions included time with Chairman of the Board of Directors and Chief Executive Officer Joe Tucci, Chairmen of VCE Michael Capellas (who is also on the Cisco Board of Directors), President and Chief Operating Officer, EMC Information Infrastructure and Cloud Services Howard Elias, President and Chief Operating Officer, EMC Information Infrastructure Products Pat Gelsinger, and Executive Vice President and Chief Marketing Officer (CMO) Jeremy Burton.

Joe Tucci is always fun to listen and engage with in small groups and conveys a cordial confidence when you meet face to face. Howard Elias who is now heading up the services business talked about walking the talk with services, public and private cloud including what EMC is doing internally. Michael Capellas had some good insight into what he is doing with VCE, along with his role on the Cisco BOD. Pat Gelsinger had some interesting points however seemed a bit more reserved than in earlier sessions. Jeremy Burton who is normally associated with the effective marketing company or everything movie campaigns at EMC did not use any backdrops, visual aids, theatrics or Vegas style entertainment during his session.

Of the above-mentioned executives, the one that impressed me the most, and talking with other analysts/advisors had similar perspectives was Jeremy Burton. I have seen and heard him talk before in live and virtual venues along with what he is doing to focus EMC messaging and themes.

A common comment and theme in talking with other analysts and advisors was that in five minutes, Jeremy did more to advance, clarify, articulate and explain who EMC is, what they are doing now and for the future.

Image courtesy of EMC.com

Trust was one of the themes of the EMCworld event as it pertains to collaborating with vendors and service providers as well as consultants, advisors and others. Trust is also important for going to the cloud on a public or private basis. It is easy to talk about trust however, it is also something that is earned and is important to keep up and protect. Normally given some of the stigma associated with marketing and or sales, trust too often becomes a punch line or term tossed around with skepticism, cynicism or empty promises. The reason I bring trust up in this discussion was that in Jeremy’s interaction with those in the room, whether others realized it or not, he was working on planting the seeds and establishing the basis for trust.

Does that mean there is automatic trust now in anything that EMC or their marketing organization says or more so than what heard from other organizations? Perhaps some will automatically take what is heard and go with that as gospel however, they may be doing that already. For others who are skeptical by default and do their homework, analysis, research and other related tasks, they may be more likely to give the benefit of the doubt vs. automatically questioning everything looking for multiple confirmations and added fact checking.

As for me, I generally take what any vendor or their pundits say with a grain of salt giving benefit of doubt where applicable unless trust has been previously impacted. In the case of EMC, I generally take what they say with a grain of salt. However, a level of trust and confidence can make validating what they say sometimes easier than with others. This is in part due to knowing where to go internally for details and information including NDA based material and the good job their analyst relations team and other group do on building and keep up relationships.

Does this mean I like EMC more or less than other vendors? It means there is a level of trust, communication, relationship, contact, interaction and access to resources with EMC that might be more or less than with other vendors.  Disclosure EMC along with some companies they have acquired have been past clients.

Now back to Jeremy.

What impressed me the most was while other executives were engaging to different degrees, when I asked Jeremy how he and EMC balances entertainment (videos and movies, theatrics), education (expanding knowledge of EMC solutions, technology advancement) and being engaging (not just sales calls, social media, golfing or other in person activities) to drive business economics his response included all three of those aspects.

Storage I/O Industry Trends and Perspectives

Ok, I know, some of you should be saying that is the job and role of a marketing person to be an effective communicator which I would agree, however why don’t more marketers do a more effective job of what they do?

In other words, Jeremy educated by sharing what and why they are doing certain things, Jeremy engaged with the entire audience while answering my question however not singular responding to me, he also entertained with some of his answers while also keeping them to the point, not rambling on. Afterwards I had a few minutes to talk one on one with Jeremy without the handlers or others and I can say it was refreshing and as is too of the case with marketers, there is trust.

That does not mean I will take anything verbatim or follow the scripts or other things the truth squads want preached or handed out from EMC, Jeremy or any other vendor for that matter.

I can say that in the few minutes up close and in a smaller setting, EMC has a secret weapon who can do more to build and convey trust and that is Jeremy Burton, hope I am not wrong ;).

Ok, nuff said for now

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

NetApp on rough ground, or a diamond in the rough?

Storage I/O Industry Trends and Perspectives

In case you missed it, NetApp announced their most recent quarterly earnings a few weeks ago which in themselves were not bad. However what some of their competition jumping up and down for joy while others are scratching their heads is the forward-looking guidance given by NetApp.

NetApp can be seen as being on rough ground given their forward-looking guidance over the next year which could be seen as either very conservative, or an admission that they are not growing as fast as some of their competitors are challenging them.

Reading between the lines, looking at various financial and other resources in addition to factoring in technology items, there is more to NetApp then meets the eye and current stock price or product portfolio.

For example, NetApp is sitting on over $4 Billion USD cash that they could use for an acquisition, buying back stock, launching a major sales and marketing initiative to expand into new or adjacent markets or other activities. Speaking of acquisitions, NetApp has done some in the past including Spinnaker, which is now integrated with Ontap (e.g. clustering), Topio, Decru (security encryption) and Onaro (DCIM and IRM management software tools). More recently, NetApp has acquired Bycast (archiving and policy storage management software), Akorri (capacity management and DCIM and IRM software) and Engenio. NetApp is also maintaining good margins via both direct, channel and OEM activities while launching new products such as the channel and SMB focused FAS 2220.

Its arguable depending upon your point of view (or who you for or are a fan of) if NetApp has all the right product pieces now, in the works, or on their radar for acquisitions. Assuming that NetApp has the pieces, they also need to move beyond selling simply what is on the truck or what is safe and comfortable or perhaps easy to sell. This is not to say that NetApp is not being effective in selling what they have and pushing the envelope, however keeping in mind who their main competitor is, the old sales saying of being able to sell ice to an Eskimo comes to mind.

Two companies on parralel tracks offset by time: EMC and NetApp

In the case of NetApp, when the competition makes an issue about scalibility or performance of their flagship storage systems FAS and Ontap storage software, change the playing field leveraging all the tools in their portfolio. NetApp like EMC before them is figuring out how to sell via different channels or venues their complete portfolio with a mix of direct, channel and OEM. After all, it seems like only yesterday that EMC was trying to figure out where and when to sell CLARiiON (e.g. now VNX) as opposed to avoiding competing with the Symmetrix (aka now the VMAX) not to mention expanding from a direct to channel and OEM model. Perhaps NetApp can continue to figure out how to leverage more effectively the Engenio E series for big bandwidth beyond their current OEMs. NetApp can also leverage their existing partners who have embraced Bycast (aka StorageGrid) while finding new ones.

The reality is that NetApp is being challenged by EMC who is moving down market into some of NetApp’s traditional accounts along with in the scale-out NAS and big data sectors. This is where NetApp can leverage their technical capabilities including people combined with some effective sales and marketing execution to change the playing field vs. responding to EMC and others.

NetApp has many of the pieces, parts, products, people, programs and partners so now how can they leverage those to expand both their revenues, as well as support margin to grow the business, unless they are looking to be acquired.

I still subscribe that NetApp and EMC are two similar companies on parallel tracks offset by time, by about a decade or decade and a half.

Storage I/O Industry Trends and Perspectives

Thus, IMHO NetApp is a diamond in the rough, granted I am guessing EMC and some others do not see it that way. However, there was a time when EMC was seen as a diamond in the rough while others discounted that notion, particularly an Itty Bitty Manufacturing company from New York who is now focusing on services among other things.

Keep in mind however, diamonds can also be lost or taken as well as there can be fake gems.

Here are some related links:
Unified storage systems showdown: NetApp FAS vs. EMC VNX
Two companies on parallel tracks moving like trains offset by time: EMC and NetApp
NetApp buying LSI’s Engenio Storage Business Unit

Ok, nuff said for now

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

Are large storage arrays dead at the hands of SSD?

Storage I/O trends

An industry trends and perspective.

.

Are large storage arrays dead at the hands of SSD? Short answer NO not yet.
There is still a place for traditional storage arrays or appliances particular those with extensive features, functionality and reliability availability serviceability (RAS). In other words, there is still a place for large (and small) storage arrays or appliances including those with SSDs.

Is there a place for newer flash SSD storage systems, appliances and architectures? Yes
Similar to how there is a place for traditional midrange storage arrays or appliances have found their roles vs. traditional higher end so-called enterprise arrays. Think as an example  EMC CLARiiON/VNX or HP EVA/P6000 or HDS AMS/HUS or NetApp FAS or IBM DS5000 or IBM V7000 among others vs. EMC Symmetrix/DMX/VMAX or HP P10000/3Par or HDS VSP/USP or IBM DS8000. In addition to traditional enterprise or high-end storage systems and midrange also known as modular, there are also specialized appliances or targets such as for backup/restore and archiving. Also do not forget the IO performance SSD appliances like those from TMS among others that have been around for a while.

Is the role of large storage systems changing or evolving? Yes
Given their scale and ability to do large amounts of work in a dense footprint, for some the role of these systems is still mission critical tier 1 application and data support. For other environments, their role continues to evolve being used for high-density tier 2 bulk or even near-line storage for on-line access at scale.

Storage I/O trends

Does this mean there is completion between the old and new systems? Yes
In some circumstances as we have seen already with SSD solutions. Some will place as competing or replacements while others as complementing. For example in the PCIe flash SSD card segment EMC VFCache is positioned is complementing Dell, EMC, HDS, HP, IBM, NetApp, Oracle or others storage vs. FusionIO who positions as a replacement for the above and others. Another scenario is how some SSD vendors have and continue to position their all-flash SSD arrays using either drives or PCIe cards to complement and coexist with other storage systems in an environment (e.g. data center level tiering) vs. as a replacement. Also keep in mind SSD solutions that also support a mix of flash devices and traditional HDDs for capacity and cost savings or cloud access in the same solution.

Does this mean that the industry has adopted all SSD appliances as the state of art?
Avoid confusing industry adoption or talk with industry and customer deployment. They are similar, however one is focused on what the industry talks about or discusses as state of art or the future while the other is what customers are doing. Certainly some of the new flash SSD appliance and storage startups such as Solidfire, Nexgen, Violin, Whiptail or veteran TMS among others have promising futures, some of which may actually be in play with the current SSD market shakeout and consolidation.

Does that mean everybody is going SSD?
SSD customer adoption and deployment continues to grow, however so too does the deployment of high-capacity HDDs.

Storage I/O trends

Do SSDs need HDDs, do HDDs need SSDs? Yes
Granted there are environments where needs can be addressed by all of one or the other. However at least near term, there is a very strong market for tiering and mix of SSD, some fast HDDs and lots of high-capacity HDDs to meet various needs including performance, availability, capacity, energy and economics. After all, there is no such thing, as a data or information recession yet budgets are tight or being reduced. Likewise, people and data are living longer.

What does this mean?
If there, were no such thing as a data recession and budgets a non-issue, perhaps everything could move to all flash SSD storage systems. However, we also know that people and data are living longer along with changing data life-cycle patterns. There is also the need for performance to close the traditional data center IO performance to space capacity gap and bottlenecks as well as store and keep data longer.

There will continue to be a need for a mix of high-capacity and high performance. More IO will continue to gravitate towards the IO appliances, however more data will settle in for longer-term retention and continued access as data life-cycle continue to evolve. Watch for more SSD and cache in the large systems, along with higher density SAS-NL (SAS Near Line e.g. high capacity) type drives appearing in those systems.

If you like new shiny new toys or technology (SNTs) to buy, sell or talk about, there will be plenty of those to continue industry adoption while for those who are focused on industry deployment, there will be a mix of new, and continued evolution for implementation.

Related links
Industry adoption vs. industry deployment, is there a difference?

Industry trend: People plus data are aging and living longer

No Such Thing as an Information Recession

Changing Lifecycles & Data Footprint Reduction
What is the best kind of IO? The one you do not have to do
Is SSD dead? No, however some vendors might be
Speaking of speeding up business with SSD storage
Are Hard Disk Drives (HDD’s) getting too big?
IT and storage economics 101, supply and demand
Has SSD put Hard Disk Drives (HDD’s) On Endangered Species List?
Why SSD based arrays and storage appliances can be a good idea (Part I)
Researchers and marketers don’t agree on future of nand flash SSD
EMC VFCache respinning SSD and intelligent caching (Part I)
SSD options for Virtual (and Physical) Environments Part I: Spinning up to speed on SSD

Ok, nuff said for now

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

Part IV: PureSystems, something old, something new, something from big blue

This is the fourth in a five-part series around the recent IBM PureSystems announcements. You can view the earlier post here, and the next post here.

So what does this mean for IBM Business Partners (BPs) and ISVs?
What could very well differentiate IBM PureSystems from those of other competitors is to take what their partner NetApp has done with FlexPods combing third-party applications from Microsoft and SAP among others and take it to the next level. Similar to what helped make EMC Centera a success (or at least sell a lot of them) was inclusion and leveraging third-party ISVs and BPs  to add value. Compared to other vendors with object based or content accessible storage (CAS) or online archive platforms that focused on the technology feature, function speeds and feeds, EMC realized the key was getting ISVs to support so that BPs and their own direct sales force could sell the solution.

With PureSystems, IBM is revisiting what they have done in the past which if offer bundled solutions providing incentives for ISVs to support and BPs to sell the IBM brand solution. EMC took an early step with including VMware with their Vblock combing server, storage, networking and software with NetApp taking the next step adding SAP, Microsoft and other applications. Dell, HP, Oracle and others are following suit so it only makes sense that IBM returns to its roots leveraging its DNA to reach out and get their ISVs who are now, have been in the past, or are new opportunities to be on board.

IBM is throwing its resources including their innovation centers for training around the world where business partners can get the knowledge and technical support they need. In other words, workshops or seminars on how to sell deploy and setting up of these systems, application and customer testing or proof of concepts and things one would expect out of IBM for such an initiative. In addition to technology and sales training along with marketing support, IBM is making their financing capabilities available to help customers as well as offer incentives to their business partners to simplify acquisitions.

So what buzzword bingo topics and themes did IBM address with this announcement:
IBM did a fantastic job in terms of knocking the ball out of the park with this announcement pertaining buzzword bingo and deserves an atta boy or atta girl!

So what about how this will affect sales of Bladecenters  or other systems?
If all IBM and their BPs do are, encroach on existing systems sales to circle the wagons and protect the installed base, which would be one thing. However if IBM and their BPs can use the new packaging and model approach to reestablish customers and partnerships, or open and expand into new adjacent markets, then the net differences should be more Bladecenters (excuse me, PureFlex) being sold.

So what will this cost?
IBM is citing entry PureSystems Express models starting at around $100,000 USD for base systems with others starting at around $200,000 and $300,000 expandable into larger configurations and budgets. Note that like airlines that advertise a low airfare and then you get to pay extra for peanuts, drinks, extra bag space, changes to reservations and so forth, look at these and related systems not just for the first starting price, also for expansion costs over different time periods. Contact IBM, your BP or ISV to find out what one of these systems will do for and cost you.

So what about VARs and IBM business partners (BPs)?
This could be a boon for those BPs and ISVs  that had previously sold their software solutions bundled with IBM hardware platforms who were being challenged by other converged solution stacks or were being forced to unbundled. This will also allow those business partners to compete on par with other converged solutions or continue selling the pieces of what they are familiar with however under a new umbrellas. Of course, pricing will be a focus and concern for some who will want to see what added value exists vs. acquiring the various components. This also means that IBM will have to make incentives available for their partners to make a living while also allowing their customers to afford solutions and maximize their return on innovation (the new ROI) and enablement.

Click here to view the next post in this series, ok nuff said for now.

Here are some links to learn more:
Various IBM Redbooks and related content
The blame game: Does cloud storage result in data loss?
What do you need when its time to buy a new server?
2012 industry trends perspectives and commentary (predictions)
Convergence: People, Processes, Policies and Products
Buzzword Bingo and Acronym Update V2.011
The function of XaaS(X) Pick a letter
Hard product vs. soft product
Buzzword Bingo and Acronym Update V2.011
Part I: PureSystems, something old, something new, something from big blue
Part II: PureSystems, something old, something new, something from big blue
Part III: PureSystems, something old, something new, something from big blue
Part IV: PureSystems, something old, something new, something from big blue
Part V: PureSystems, something old, something new, something from big blue
Cloud and Virtual Data Storage Networking

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

Part V: PureSystems, something old, something new, something from big blue

This is the fifth in a five-part series around the recent IBM PureSystems announcements. You can view the earlier post here.

So what about vendor or technology lock in?
So who is responsible for vendor or technology lock in? When I was working in IT organizations, (e.g. what vendors call the customer) the thinking was vendors are responsible for lock in. Later when I worked for different vendors (manufactures and VARs) the thinking was lock in is what was caused by the competition. More recently I’m of the mind set that vendor lock in is a shared responsibility issue and topic. I’m sure some marketing wiz or sales type will be happy to explain the subtle differences of how their solution does not cause lock in.

Vendor lock in can be a shared responsibility. Generally speaking, lock in, stickiness and account control are essentially the same, or at least strive to get similar results. For example, vendor lock in too some has a negative stigma. However vendor stickiness may be a new term, perhaps even sounding cool thus it is not a concern. Remember the Mary Poppins song a spoon full of sugar makes the medicine go down? In other words, sometimes changing and using a different term such as sticky vs. vendor lock in helps make the situation taste better.

So what should you do?
Take a closer look if you are considering converged infrastructures, cloud or data centers in a box, turnkey application or information services deployment platforms. Likewise, if you are looking at specific technologies such as those from Cisco UCS, Dell vStart, EMC Vblock (or via VCE), HP, NetApp FlexPod or Oracle (ExaLogic, ExaData, etc) among others, also check out the IBM PureSystems (Flex and PureApplication). Compare and contrast these converged solutions with your traditional procurement and deployment modes including cost of acquiring hardware, software, ongoing maintenance or service fees along with value or benefit of bundled tools. There may be a higher cost for converged systems in some scenarios, however compare on the value and benefit derived vs. doing the integration yourself.

Compare and contrast how converged solutions enable, however also consider what constraints exists in terms of flexibility to reconfigure in the future or make other changes. For example as part of integration, does a solution take a lowest common denominator approach to software and firmware revisions for compatibility that may lag behind what you can apply to standalone components. Also, compare and contrast various reference architectures with different solution bundles or packages.

Most importantly compare and evaluate the solutions on their ability to meet and exceed your base requirements while adding value and enabling return on innovation while also being cost-effective. Do not be scared of these bundled solutions; however do your homework to make informed decisions including overcoming any concerns of lock in or future costs and fees. While these types of solutions are cool or interesting from a technology perspective and can streamline acquisition and deployment, make sure that there is a business benefit that can be addressed as well as enablement of new capabilities.

So what does this all mean?
Congratulations to IBM with their PureSystems for leveraging their DNA and roots bundling what had been unbundled before cloud and stacks were popular and trendy. IBM has done a good job of talking vision and strategy along lines of converged and dynamic, elastic and smart, clouds and other themes for past couple of years while selling the pieces as parts of solutions or ala carte or packaged by their ISVs and business partners.

What will be interesting to see is if bladecenter customers shift to buying PureFlex, which should be an immediate boost to give proof points of adoption, while essentially up selling what was previously available. However, more interesting will be to see if net overall new customers and footprints are sold as opposed to simply selling a newer and enhanced version of previous components.

In other words will IBM be able to keep up their focus and execution where they have sold the previous available components, while also holding onto current ISV and BP footprint sales and perhaps enabling those partners to recapture some hardware and solution sales that had been unbundled (e.g. ISV software sold separate of IBM platforms) and move into new adjacent markets.

Here are some links to learn more:
Various IBM Redbooks and related content
The blame game: Does cloud storage result in data loss?
What do you need when its time to buy a new server?
2012 industry trends perspectives and commentary (predictions)
Convergence: People, Processes, Policies and Products
Buzzword Bingo and Acronym Update V2.011
The function of XaaS(X) Pick a letter
Hard product vs. soft product
Buzzword Bingo and Acronym Update V2.011
Part I: PureSystems, something old, something new, something from big blue
Part II: PureSystems, something old, something new, something from big blue
Part III: PureSystems, something old, something new, something from big blue
Part IV: PureSystems, something old, something new, something from big blue
Part V: PureSystems, something old, something new, something from big blue
Cloud and Virtual Data Storage Networking

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

Here are some links to learn more:
Various IBM Redbooks and related content
The blame game: Does cloud storage result in data loss?
What do you need when its time to buy a new server?
2012 industry trends perspectives and commentary (predictions)
Convergence: People, Processes, Policies and Products
Buzzword Bingo and Acronym Update V2.011
The function of XaaS(X) – Pick a letter
Hard product vs. soft product
Buzzword Bingo and Acronym Update V2.011
Part I: PureSystems, something old, something new, something from big blue
Part II: PureSystems, something old, something new, something from big blue
Part III: PureSystems, something old, something new, something from big blue
Part IV: PureSystems, something old, something new, something from big blue
Part V: PureSystems, something old, something new, something from big blue
Cloud and Virtual Data Storage Networking

Ok, so what is next, lets see how this unfolds for IBM and their partners.

Nuff said for now.

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

Part III: PureSystems, something old, something new, something from big blue

This is the third in a five-part series around the recent IBM PureSystems announcements. You can view the earlier post here, and the next post here.

So what about the IBM Virtual Appliance Factory?
Where PureFlex and PureApplication (PureSystems) are the platforms or vehicles for enabling your journey to efficient and effective information services delivery, and PureSystem centre (or center for those of you in the US) is the portal or information center, the IBM Virtual Appliance Factory (VAF) is a collection of tools, technologies, processes and methodologies. The VAF  helps developers or ISVs to prepackage applications or solutions for deployment into Kernel Virtual Machine (KVM) on Intel and IBM PowerVM  virtualized environments that are also supported by PureFlex and PureApplication  systems.

VAF technologies include Distributed Management Task Force (DMTF) Open Virtual Alliance (OVA) Open Virtualization Format (OVF) along with other tools for combing operating systems (OS), middleware and solution software into a delivery package or a virtual appliance that can be deployed into cloud and virtualized environments. Benefits include reducing complexity of working logical partions (LPAR) and VM configuration, abstraction and portability for deployment or movement from private to public environments. Net result should be less complexity lowering costs while reducing mean time to install and deploy. Here is a link to learn more about VAF and its capabilities and how to get started.

So what does cloud ready mean?
IBM is touting cloud ready capability in the context of rapid out of the box, ease of deployment and use as well as easy to acquire. This is in line with what others are doing with converged server, storage, networking, hardware, software and hypervisor solutions. IBM is also touting that they are using the same public available products as what they use in their own public services SmartCloud offerings.

So what is scale in vs. scale up, scale out or scale within?
Traditional thinking is that scaling refers to increasing capacity. Scaling also means increasing performance, availability, functionality with stability. Scaling with stability means that as performance, availability, capacity or other features are increased problems are not introduced or complexity is not increased. For example, scaling with stability for performance should not result in loss of availability or capacity, capacity increase should not be at the cost of performance or availability, should not cost performance or capacity and management tools should work for you, instead of you working for them.

Scaling up and scaling out have been used to describe scaling performance, availability, capacity and other attributes beyond the limits of a single system, box or cabinet. For example clustered, cloud, grid and other approaches refer to scaling out or horizontally across different physical resources. Scaling up or scaling vertically means scaling within in a system using faster, denser technologies doing more in the same footprint. HDS announced a while back what they refer to 3D scaling which embraces the above notions of scaling up, out and within across different dimensions. IBM is building on that by emphasizing scaling leveraging faster, denser components such as Power7 and Intel processors to scale within the box or system or node, which can also be scaled out using enhanced networking from IBM and their partners.

So what about backup/restore, BC, DR and general data protection?
I would expect IBM to step up and talk about how they can leverage their data protection and associated management toolsets, technologies and products. IBM has the components (hardware, software) already for backup/restore, BC, DR, data protection and security along with associated service offerings. One would expect IBM to not only come out with a backup, restore, BC, DR and archiving solution or version, as well as ones for archiving or data preservation, compliance appliance variants as well as related themes. We know that IBM has the pieces, people, process and practices, let us see if IBM has learned from their competitors who may have missed data protection messaging opportunities. Sometimes what is assumed to be understood does not get discussed, however often what is assumed and is not understood should be discussed, hence, let us see if IBM does more than say oh yes, we have those capabilities and products too.

So what do these have compared to others who are doing similar things?
Different vendors have taken various approaches for bringing converged products or solutions to the market place. Not surprising, storage centric vendors EMC and NetApp have partnered with Cisco for servers (compute). Where Cisco was known for networking having more recently moved into compute servers, EMC and NetApp are known for storage and moving into converged space with servers. Since EMC and NetApp often compete with storage solutions offerings from traditional server vendors Dell, HP, IBM and Oracle among others, and now Cisco is also competing with those same server vendors it has previously partnered with for networking thus it makes sense for Cisco, EMC and NetApp to partner.

While EMC owns a large share of VMware, they do also support Microsoft and other partners including Citrix. NetApp followed EMC into the converged space partnering with Cisco for compute and networking adding their own storage along with supporting hypervisors from Citrix, Microsoft and VMware along with third-party ISVs including Microsoft and SAP among others. Dell has evolved from reference architectures to products called vStart that leverage their own technologies along with those of partners.

A challenge for Dell however is that vStart  sounds more like a service offering as opposed to a product that they or their VARs and business partners can sell and add value around. HP is also in the converged game as is Oracle among others. With PureSystems IBM is building on what their competitors and in some cases partners are doing by adding and messaging more around the many ISVs and applications that are part of the PureSystems initiative. Rest assured, there is more to PureSystems than simply some new marketing, press releases, videos and talking about partners and ISVs. The following table provides a basic high level comparison of what different vendors are doing or working towards and is not intended to be a comprehensive review.

Who

What

Server

Storage

Network

Software

Other comments

Cisco

UCS

Cisco

Partner

Cisco

Cisco and Partners

Various hypervisors and OS

Dell

vStart

Dell

Dell

Dell and Partners

Dell and partners

Various hypervisors, OS and bundles

EMC
VCE

Vblock VSPEX

Cisco

EMC

Cisco and partners

EMC, Cisco and partners

Various hypervisors, OS and bundles, VSPEX adds more partner solution bundles

HP

Converged

HP

HP

HP and partners

HP and partners

Various hypervisors, OS and bundles

IBM

PureFlex

IBM

IBM

IBM and partners

IBM and partners

Various hypervisors, OS and bundles adding more ISV partners

NetApp

FlexPod

Cisco

NetApp

Cisco and partners

NetApp, Cisco and partners

Various hypervisors, OS and bundles for SAP, Microsoft among others

Oracle

ExaLogic (Exadata  database)

Oracle

Oracle

Partners

Oracle and partners

Various Oracle software tools and technologies

So what took IBM so long compared to others?
Good question, what is the saying? Rome was not built-in a day!

Click here to view the next post in this series, ok, nuff said for now.

Here are some links to learn more:
Various IBM Redbooks and related content
The blame game: Does cloud storage result in data loss?
What do you need when its time to buy a new server?
2012 industry trends perspectives and commentary (predictions)
Convergence: People, Processes, Policies and Products
Buzzword Bingo and Acronym Update V2.011
The function of XaaS(X) Pick a letter
Hard product vs. soft product
Buzzword Bingo and Acronym Update V2.011
Part I: PureSystems, something old, something new, something from big blue
Part II: PureSystems, something old, something new, something from big blue
Part III: PureSystems, something old, something new, something from big blue
Part IV: PureSystems, something old, something new, something from big blue
Part V: PureSystems, something old, something new, something from big blue
Cloud and Virtual Data Storage Networking

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

Part II: PureSystems, something old, something new, something from big blue

This is the second in a five-part series around the recent IBM PureSystems announcements. You can view the earlier post here, and the next post here.

So what are the speeds and feeds of a PureFlex system?
The components that make up the PureFlex line include:

  • IBM management node (server with management software tools).
  • 10Gb Ethernet (LAN) switch, adapters and associated cabling.
  • IBM V7000 virtual storage (also see here and here).
  • Dual 8GFC (8Gb Fibre Channel) SAN switches and adapters.
  • Servers with either x86 xSeries using for example Intel Sandy Bridge EP 2.6 GHz 8 core processors, or IBMs Power7 based pSeries for AIX. Note that IBM with their blade center systems (now rebadged as part of being PureSystems) support various IO and networking interfaces include SAS, Ethernet, Fibre Channel (FC), Fibre Channel over Ethernet (FCoE), and InfiniBand using adapters and switches from various partners.
  • Virtual machine (VM) hypervisors such as Microsoft Hyper V and VMware vSphere/ESX among others. In addition to x86 based hypervisors or kernel virtual machines (KVM), IBM also supports its own virtual technology found in Power7 based systems. Check IBM support matrix for specific configurations and current offerings.
  • Optional middleware such as IBM WebSphere.

Read more speeds and feeds at the various IBM sites including on Tony Pearson’s blog site.

So what is IBM PureApplication System?
This builds off and on PureFlex systems as a foundation for deploying various software stacks to deliver traditional IT applications or cloud Platform as a Service (PaaS) or Software as a Service (SaaS) and Application as a Service (AaaS) models. For example cloud or web stacks, java, database, analytics or other applications with buzzwords of elastic, scalable, repeatable, self-service, rapid provisioning, resilient, multi tenant and secure among others. Note that if are playing or into Buzzword bingo, go ahead and say Bingo when you are ready as IBM has a winner in this category.

So what is the difference between PureFlex and PureApplication systems?
PureApplication systems leverage PureFlex technologies adding extra tools and functionality for cloud like application functionality delivery.

So what is IBM PureSystems Centre?
It is a portal or central place where IBM and their business partner solutions pertaining to PureApplication and PureFlex systems can be accessed for including information for first installation support along with maintenance and upgrades. At launch, IBM is touting more than 150 solutions or applications that are available or qualified for deployment on PureApplication and PureFlex systems. In addition, IBM Patterns (aka templates) can also be accessed via this venue. Examples of application or independent software vendor (ISV) developed solutions for banking, education, financial, government, healthcare and insurance can be found at the PureSystems Centre portal (here, here and here).

So what part of this is a service and what is a product?
Other than the PureSystem center, which is a web portal for accessing information and technologies, PureFlex and PureApplication along with Virtual Appliance Factory are products or solutions that can be bought from IBM or their business partners. In addition, IBM business partners or third parties can also use these solutions housed in their own, a customer, or third-party facility for delivering managed service provided (MSP) capabilities, along with other PaaS and SaaS or AaaS type functionalities. In other words, these solutions can be bought or leased by IT and other organizations for their own use in a traditional IT deployment model, private, hybrid or public cloud model.

Another option is for service providers to acquire these solutions for use in developing and delivering their own public and private or hybrid services. IBM is providing the hard product (hardware and software) that enables your return on innovation (the new ROI) to create and deliver your own soft product (services and experiences) consumed by those who use those capabilities. In addition to traditional financial quantitative return on investment (traditional ROI) and total cost of ownership (TCO), the new ROI complements those by adding a qualitative aspect. Your return on innovation will be dependent on what you are capable of doing that enables your customers or clients to be productive or creative. For example enabling your customers or clients to boost productivity, remove complexity and cost while maintaining or enhancing Quality of Service (QoS), service level objectives (SLOs) and service level agreements (SLAs) in addition to supporting growth by using a given set of hard products. Thus, your soft product is a function of your return on innovation and vise versa.

Note that in this context, not to be confused with hardware and software, hard product are those technologies including hardware, software and services that are obtained and deployed as a soft product. A soft product in this context does not refer to software, rather the combination of hard products plus your own developed or separately obtained software and tools along with best practices and usage models. Thus, two organizations can use the same hard products and deliver separate soft products with different attributes and characteristics including cost, flexibility and customer experience.

So what is a Pattern of Expertise?
Combines operational know how experience and knowledge about common infrastructure resource management (IRM), data center infrastructure management (DCIM) and other commonly repeatable related process, practices and workflows including provisioning. Common patterns of activity and expertise for routine or other time-consuming tasks, which some might refer to as templates or workflows enable policy driven based automation. For example, IBM cites recurring time-consuming tasks that lend themselves to being automated such as provisioning, configuration, and upgrades and associated IRM, DCIM and data protection, storage and application management activities. Automation software tools are included as part of the PureSystems with patterns being downloadable as packages for common tasks and applications found at the IBM PureSystem center.

At announcement, there are three types or categories of patterns:

  • IBM patterns: Factory created and supplied with the systems based on experiences IBM has derived from various managers, engineers and technologist for automating common tasks including configuration, deployment and application upgrades and maintenance. The aim is to cut the amount of time and intervention for deployment of applications and other common functions enabling IT staff to be more productive and address other needs.
  • ISV patterns: These leverage experience and knowledge from ISVs partnered with IBM, which at time of launch numbers over 125 vendors offering certified PureSystems Ready applications. The benefit and objective are to cut the time and complexity associated with procuring (e.g. purchasing), deploying and managing third-party ISV software. Downloadable patterns packages can be found at the IBM PureSystem center.
  • Customer patterns: Enables customers to collect and package their own knowledge, processes, rules, policies and best practices into patterns for automation. In addition to collecting knowledge for acquisition, configuration, day to day management and troubleshooting, these patterns can facility automation of tasks to ease on boarding of new staff employees or contractors. In addition, these patterns or templates capture workflows for automation enabling shorter deployment times of systems and applications into locations where skill sets do not exist.

Here is a link to some additional information about patterns on the IBM developerWorks site.

Click here to view the next post in this series, ok, nuff said for now.

Here are some links to learn more:
Various IBM Redbooks and related content
The blame game: Does cloud storage result in data loss?
What do you need when its time to buy a new server?
2012 industry trends perspectives and commentary (predictions)
Convergence: People, Processes, Policies and Products
Buzzword Bingo and Acronym Update V2.011
The function of XaaS(X) Pick a letter
Hard product vs. soft product
Buzzword Bingo and Acronym Update V2.011
Part I: PureSystems, something old, something new, something from big blue
Part II: PureSystems, something old, something new, something from big blue
Part III: PureSystems, something old, something new, something from big blue
Part IV: PureSystems, something old, something new, something from big blue
Part V: PureSystems, something old, something new, something from big blue
Cloud and Virtual Data Storage Networking

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

Part I: PureSystems, something old, something new, something from big blue

This is the first in a five-part series around the recent IBM PureSystems announcements. You can view the next post here.

For a certain generation of IBM faithful or followers the recently announced PureFlex and PureApplication systems might give a sense of DejaVu perhaps even causing some to wonder if they just woke up from a long Rip Van Winkle type nap.

Yet for another generation who may not yet be future IBM followers, fans, partners or customers, there could be a sense of something new and revolutionary with the PureFlex and PureApplication systems (twitter @ibmpuresystems).

In between those two groups, exist others who are either scratching their heads or reinvigorated with enthusiasm to get out and be able to discuss opportunities around little data (traditional and transactional) and big data, servers, virtualized, converged infrastructure, dynamic data centers, private clouds, ITaaS, SaaS and AaaS, PaaS, IaaS and other related themes or buzzword bingo topics.

Let us dig a little deeper and look at some So What types of questions and industry trends perspectives comments around what IBM has announced.

So what did IBM announce?
IBM announced PureSystems including:

  • PureFlex systems, products and technologies
  • PureApplication systems
  • PureSystems Centre

You can think of IBM PureSystems and Flex Systems Products and technology as a:

  • Private cloud or turnkey solution bundle solution
  • Platform deploying public or hybrid clouds
  • Data center in a box or converged and dynamic system
  • ITaaS or SaaS/AaaS or PaaS or IaaS or Cloud in a box
  • Rackem stack and package them type solution

So what is an IBM PureFlex System and what is IBM using?
It is a factory integrated data and compute infrastructure in a cabinet combing cloud, virtualization, servers, data and storage networking capabilities. The IBM PureFlex system is comprised of various IBM and products and technologies (hardware, software and services) optimized with management across physical and virtual resources (servers, storage (V7000), networking, operating systems, hypervisors and tools).

PureFlex includes automation and optimization technologies along with what IBM is referring to as patterns of expertise or what you might relate to as templates. Support for various hypervisors and management integration along with application and operating system support by leveraging IBM xSeries (x86 such as Intel) and pSeries (Power7) based processors for compute. Storage is the IBM V7000 (here and here) with networking and connectivity via IBM and their partners. The solution is capable of supporting traditional, virtual and cloud deployment models as well as platform for deploying Infrastructure as a Service (IaaS) on a public, managed service provider (MSP), hosting or private basis.

Click here to view the next post in this series, ok nuff said for now.

Here are some links to learn more:
Various IBM Redbooks and related content
The blame game: Does cloud storage result in data loss?
What do you need when its time to buy a new server?
2012 industry trends perspectives and commentary (predictions)
Convergence: People, Processes, Policies and Products
Buzzword Bingo and Acronym Update V2.011
The function of XaaS(X) Pick a letter
Hard product vs. soft product
Buzzword Bingo and Acronym Update V2.011
Part I: PureSystems, something old, something new, something from big blue
Part II: PureSystems, something old, something new, something from big blue
Part III: PureSystems, something old, something new, something from big blue
Part IV: PureSystems, something old, something new, something from big blue
Part V: PureSystems, something old, something new, something from big blue
Cloud and Virtual Data Storage Networking

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

EMC VFCache respinning SSD and intelligent caching (Part II)

This is the second of a two part series pertaining to EMC VFCache, you can read the first part here.

In this part of the series, lets look at some common questions along with comments and perspectives.

Common questions, answers, comments and perspectives:

Why would EMC not just go into the same market space and mode as FusionIO, a model that many other vendors seam eager to follow? IMHO many vendors are following or chasing FusionIO thus most are selling in the same way perhaps to the same customers. Some of those vendors can very easily if they were not already also make a quick change to their playbook adding some new moves to reach broader audience. Another smart move here is that by taking a companion or complimentary approach is that EMC can continue selling existing storage systems to customers, keep those investments while also supporting competitors products. In addition, for those customers who are slow to adopt the SSD based techniques, this is a relatively easy and low risk way to gain confidence. Granted the disk drive was declared dead several years (and yes also several decades) ago, however it is and will stay alive for many years due to SSD helping to close the IO storage and performance gap.

Storage IO performance and capacity gap
Data center and storage IO performance capacity gap (Courtesy of Cloud and Virtual Data Storage Networking (CRC Press))

Has this been done before? There have been other vendors who have done LUN caching appliances in the past going back over a decade. Likewise there are PCIe RAID cards that support flash SSD as well as DRAM based caching. Even NetApp has had similar products and functionality with their PAM cards.

Does VFCache work with other PCIe SSD cards such as FusionIO? No, VFCache is a combination of software IO intercept and intelligent cache driver along with a PCIe SSD flash card (which could be supplied as EMC has indicated from different manufactures). Thus VFCache to be VFCache requires the EMC IO intercept and intelligent cache software driver.

Does VFCache work with other vendors storage? Yes, Refer to the EMC support matrix, however the product has been architected and designed to install and coexist into a customers existing environment which means supporting different EMC block storage systems as well as those from other vendors. Keep in mind that a main theme of VFCache is to compliment, coexist, enhance and protect customers investments in storage systems to improve their effectiveness and productivity as opposed to replacing them.

Does VFCache introduce a new point of vendor lockin or stickiness? Some will see or place this as a new form of vendor lockin, others assuming that EMC supports different vendors storage systems downstream as well as offer options for different PCIe flash cards and keeps the solution affordable will assert it is no more lockin that other solutions. In fact by supporting third party storage systems as opposed to replacing them, smart sales people and marketeers will place VFCache as being more open and interoperable than some other PCIe flash card vendors approach. Keep in mind that avoiding vendor lockin is a shared responsibility (read more here).

Does VFCache work with NAS? VFCache does not work with NAS (NFS or CIFS) attached storage.

Does VFCache work with databases? Yes, VFCache is well suited for little data (e.g. database) and traditional OLTP or general business application process that may not be covered or supported by other so called big data focused or optimized solutions. Refer to this EMC document (and this document here) for more information.

Does VFCache only work with little data? While VFCache is well suited for little data (e.g. databases, share point, file and web servers, traditional business systems) it also able to work with other forms of unstructured data.

Does VFCache need VMware? No, While VFCache works with VMware vSphere including a vCenter plug in, however it does not need a hypervisor and is practical in a physical machine (PM) as it is in a virtual machine (VM).

Does VFCache work with Microsoft Windows? Yes, Refer to the EMC support matrix for specific server operating systems and hypervisor version support.

Does VFCache work with other unix platforms? Refer to the EMC support matrix for specific server operating systems and hypervisor version support.

How are reads handled with VFCache? The VFCache software (driver if you prefer) intercepts IO requests to LUNs that are being cached performing a quick lookup to see if there is a valid cache entry in the physical VFCache PCIe card. If there is a cache hit the IO is resolved from the closer or local PCIe card cache making for a lower latency or faster response time IO. In the case of a cache miss, the VFCache driver simply passes the IO request onto the normal SCSI or block (e.g. iSCSI, SAS, FC, FCoE) stack for processing by the downstream storage system (or appliance). Note that when the requested data is retrieved from the storage system, the VFCache driver will based on caching algorithms determinations place a copy of the data in the PCIe read cache. Thus the real power of the VFCache is the software implementing the cache lookup and cache management functions to leverage the PCIe card that complements the underlying block storage systems.

How are writes handled with VFCache? Unless put into a write cache mode which is not the default, VFCache software simply passes the IO operation onto the IO stack for downstream processing by the storage system or appliance attached via a block interface (e.g. iSCSI, SAS, FC, FCoE). Note that as part of the caching algorithms, the VFCache software will make determinations of what to keep in cache based on IO activity requests similar to how cache management results in better cache effectiveness in a storage system. Given EMCs long history of working with intelligent cache algorithms, one would expect some of that DNA exists or will be leveraged further in future versions of the software. Ironically this is where other vendors with long cache effectiveness histories such as IBM, HDS and NetApp among others should also be scratching their collective heads saying wow, we can or should be doing that as well (or better).

Can VFCache be used as a write cache? Yes, while its default mode is to be used as a persistent read cache to compliment server and application buffers in DRAM along with enhance effectiveness of downstream storage system (or appliances) caches, VFCache can also be configured as a persistent write cache.

Does VFCache include FAST automated tiering between different storage systems? The first version is only a caching tool, however think about it a bit, where the software sits, what storage systems it can work with, ability to learn and understand IO paths and patterns and you can get an idea of where EMC could evolve it to, similar to what they have done with recoverpoint among other tools.

Changing data access patterns and lifecycles
Evolving data access patterns and life cycles (more retention and reads)

Does VFCache mean all or nothing approach with EMC? While the complete VFCache solution comes from EMC (e.g. PCIe card and software), the solution will work with other block attached storage as well as existing EMC storage systems for investment protection.

Does VFCache support NAS based storage systems? The first release of VFCache only supports block based access, however the server that VFCache is installed in could certainly be functioning as a general purpose NAS (NFS or CIFS) server (see supported operating systems in EMC interoperability notes) in addition to being a database or other other application server.

Does VFCache require that all LUNs be cached? No, you can select which LUNs are cached and which ones are not.

Does VFCache run in an active / active mode? In the first release it is active passive, refer to EMC release notes for details.

Can VFCache be installed in multiple physical servers accessing the same shared storage system? Yes, however refer to EMC release notes on details about active / active vs. active / passive configuration rules for ensuring data integrity.

Who else is doing things like this? There are caching appliance vendors as well as others such as NetApp and IBM who have used SSD flash caching cards in their storage systems or virtualization appliances. However keep in mind that VFCache is placing the caching function closer to the application that is accessing it there by improving on the locality of reference (e.g. storage and IO effectiveness).

Does VFCache work with SSD drives installed in EMC or other storage systems? Check the EMC product support matrix for specific tested and certified solutions, however in general if the SSD drive is installed in a storage system that is supported as a block LUN (e.g. iSCSI, SAS, FC, FCoE) in theory it should be possible to work with VFCache. Emphasis, visit the EMC support matrix.
What type of flash is being used?

What type of nand flash SSD memory is EMC using in the PCIe card? The first release of VFCache is leveraging enterprise class SLC (Single Level Cell) nand flash which has been used in other EMC products for its endurance, long duty cycle to minnimize or eliminate concerns of wear and tear while meeting read and write performance. EMC has indicated that they will also as part of an industry trend leverage MLC along with Enterprise MLC (EMLC) technologies on a go forward basis.

Doesnt nand ssd flash cache wear out? While nand flash SSD can wear out over time due to extensive write use, the VFCache approach mitigates this by being primarily a read cache reducing the number or program / erase cycles (P/E cycles) that occur with write operations as well as initially leveraging longer duty cycle SLC flash. EMC also has several years experience from implementing wear leveling algorithms into the storage systems controllers to increase duty cycle and reduce wear on SLC flash which will play forward as MLC or Enterprise MLC (EMLC) techniques are leveraged. This differs from vendors who are positioning their SLC or MLC based flash PCIe SSD cards for mainly write operations which will cause more P/E cycles to occur at a faster rate reducing the duty or useful life of the device.

How much capacity does the VFCache PCIe card contain? The first release supports a 300GB card and EMC has indicated that added capacity and configuration options are in their plans.

Does this mean disks are dead? Contrary to popular industry folk lore (or wish) the hard disk drive (HDD) has plenty of life left part of which has been increased by being complimented by VFCache.

Various options and locations for SSD along with different usage scenarios
Various SSD locations, types, packaging and usage scenario options

Can VFCache work in blade servers? The VFCache software is transparent to blade, rack mount, tower or other types of servers. The hardware part of VFCache is a PCIe card which means that the blade server or system will need to be able to accommodate a PCIe card to compliment the PCIe based mezzaine IO card (e.g. iSCSI, SAS, FC, FCOE) used for accessing storage. What this means is that for blade systems or server vendors such as IBM who have a PCIe expansion module for their H series blade systems (it consumes a slot normally used by a server blade), PCIe cache cards like those being initially released by IBM could work, however check with the EMC interoperability matrix, as well as your specific blade server vendor for PCIe expansion capabilities. Given that EMC leverages Cisco UCS for their vBlocks, one would assume that those systems will also see VFCache modules in those systems. NetApp partners with Cisco using UCS in their FlexPods so you see where that could go as well along with potential other server vendors support including Dell, HP, IBM and Oracle among others.

What about benchmarks? EMC has released some technical documents that show performance improvements in Oracle environments such as this here. Hopefully we will see EMC also release other workloads for different applications including Microsoft Exchange Solutions Proven (ESRP) along with SPC similar to what IBM recently did with their systems among others.

How do the first EMC supplied workload simulations compare vs. other PCIe cards? This is tough to gauge as many SSD solutions and in particular PCIe cards are doing apples to oranges comparisons. For example to generate a high IOPs rating for marketing purposes, most SSD solutions are stress performance tested at 512 bytes or 1/2 of a KByte or at least 1/8 of a small 4Kbyte IO. Note that operating systems such as Windows are moving to 4Kbyte page allocation size to align with growing IO sizes with databases moving from the old average of 4Kbytes to 8Kbytes and larger. What is important to consider is what is the average IO size and activity profile (e.g. reads vs. writes, random vs. sequential) for your applications. If your application is doing ultra small 1/2 Kbyte IOs, or even smaller 64 byte IOs (which should be handled by better application or file system caching in DRAM), then the smaller IO size and record setting examples will apply. However if your applications are more mainstream or larger, then those smaller IO size tests should be taken with a grain of salt. Also keep latency in mind that many target or oppourtunity applications for VFCache are response time sensitive or can benefit by the improved productivity they enable.

What is locality of reference? Locality of reference refers to how close data is to where it is being requested or accessed from. The closer the data to the application requesting the faster the response time or quick the work gets done. For example in the figure below L1/L2/L3 on board processor caches are the fastest, yet smallest while closest to the application running on the server. At the other extreme further down the stack, storage becomes large capacity, lower cost, however lower performing.

Locality of reference data and storage memory

What does cache effectiveness vs. cache utilization mean? Cache utilization is an indicator of how much the available cache capacity is being used however it does not give an indicator of if the cache is being well used or not. For example, cache could be 100 percent used, however there could be a low hit rate. Thus cache effectiveness is a gauge of how well the available cache is being used to improve performance in terms of more work being done (IOPS or bandwidth) or lower of latency and response time.

Isnt more cache better? More cache is not better, it is how the cache is being used, this is a message that I would be disappointed in HDS if they were not to bring up as a point of messaging (or rebuttal) given their history of emphasis cache effectiveness vs. size or quantity (Hu, that is a hint btw ;).

What is the performance impact of VFCache on the host server? EMC is saying greatest of 5 percent or less CPU consumption which they claim is several times less than the competitions worst scenario, as well as claiming 512MB to 1GB of DRM on the server vs. several times that of their competitors. The difference could be expected to be via more off load functioning including flash translation layer (FTL), wear leveling and other optimization being handled by the PCIe card vs. being handled in the servers memory and using host server CPU cycles.

How does this compare to what NetApp or IBM does? NetApp, IBM and others have done caching with SSD in their storage systems, or leveraging third party PCIe SSD cards from different vendors to be installed in servers to be used as a storage target. Some vendors such as LSI have done caching on the PCIe cards (e.g. CacheCaid which in theory has a similar software caching concept to VFCache) to improve performance and effectiveness across JBOD and SAS devices.

What about stale (old or invalid) reads, how does VFCache handle or protect against those? Stale reads are handled via the VFCache management software tool or driver which leverages caching algorithms to decide what is valid or invalid data.

How much does VFCache cost? Refer to EMC announcement pricing, however EMC has indicated that they will be competitive with the market (supply and demand).

If a server shutdowns or reboots, what happens to the data in the VFCache? Being that the data is in non volatile SLC nand flash memory, information is not lost when the server reboots or loses power in the case of a shutdown, thus it is persistent. While exact details are not know as of this time, it is expected that the VFCache driver and software do some form of cache coherency and validity check to guard against stale reads or discard any other invalid cache entries.

Industry trends and perspectives

What will EMC do with VFCache in the future and on a larger scale such as an appliance? EMC via its own internal development and via acquisitions has demonstrated ability to use various clustered techniques such as RapidIO for VMAX nodes, InfiniBand for connecting Isilon  nodes. Given an industry trend with several startups using PCIe flash cards installed in a server that then functions as a IO storage system, it seems likely given EMCs history and experience with different storage systems, caching, and interconnects that they could do something interesting. Perhaps Oracle Exadata III (Exadata I was HP, Exadata II was Sun/Oracle) could be an EMC based appliance (That is pure speculation btw)?

EMC has already shown how it can use SSD drives as a cache extension in VNX and CLARiiON servers ( FAST CACHE ) in addition to as a target or storage tier combined with Fast for tiering. Given their history with caching algorithms, it would not be surprising to see other instantiations of the technology deployed in complimentary ways.

Finally, EMC is showing that it can use nand flash SSD in different ways, various packaging forms to apply to diverse applications or customer environments. The companion or complimentary approach EMC is currently taking contrasts with some other vendors who are taking an all or nothing, its all SSD as disk is dead approach. Given the large installed base of disk based systems EMC as well as other vendors have in place, not to mention the investment by those customers, it makes sense to allow those customers the option of when, where and how they can leverage SSD technologies to coexist and complement their environments. Thus with VFCache, EMC is using SSD as a cache enabler to discuss the decades old and growing storage IO to capacity performance gap in a force multiplier model that spreads the cost over more TBytes, PBytes or EBytes while increasing the overall benefit, in other words effectiveness and productivity.

Additional related material:
Part I: EMC VFCache respinning SSD and intelligent caching
IT and storage economics 101, supply and demand
2012 industry trends perspectives and commentary (predictions)
Speaking of speeding up business with SSD storage
New Seagate Momentus XT Hybrid drive (SSD and HDD)
Are Hard Disk Drives (HDDs) getting too big?
Unified storage systems showdown: NetApp FAS vs. EMC VNX
Industry adoption vs. industry deployment, is there a difference?
Two companies on parallel tracks moving like trains offset by time: EMC and NetApp
Data Center I/O Bottlenecks Performance Issues and Impacts
From bits to bytes: Decoding Encoding
Who is responsible for vendor lockin
EMC VPLEX: Virtual Storage Redefined or Respun?
EMC interoperabity support matrix

Ok, nuff said for now, I think I see some storm clouds rolling in

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

EMC VFCache respinning SSD and intelligent caching (Part I)

This is the first part of a two part series covering EMC VFCache, you can read the second part here.

EMC formerly announced VFCache (aka Project Lightning) an IO accelerator product that comprises a PCIe nand flash card (aka Solid State Device or SSD) and intelligent cache management software. In addition EMC is also talking about the next phase of the flash business unit and project Thunder. The approach EMC is taking with vFCache should not be a surprise given their history of starting out with memory and SSD evolving it into an intelligent cache optimized storage solution.

Storage IO performance and capacity gap
Data center and storage IO performance capacity gap (Courtesy of Cloud and Virtual Data Storage Networking (CRC Press))

Could we see the future of where EMC will take VFCache along with other possible solutions already being hinted at by the EMC flash business unit by looking where they have been already?

Likewise by looking at the past can we see the future or how VFCache and sibling product solutions could evolve?

After all, EMC is no stranger to caching with both nand flash SSD (e.g. FLASH CACHE, FAST and SSD drives) along with DRAM based across their product portfolio not too mention being a core part of their company founding products that evolved into HDDs and more recent nand flash SSDs among others.

Industry trends and perspectives

Unlike others who also offer PCIe SSD cards such as FusionIO with a focus on eliminating SANs or other storage (read their marketing), EMC not surprisingly is marching to a different beat. The beat EMC is marching too or perhaps leading by example for others to follow is that of going mainstream and using PCIe SSD cards as a cache to compliment theirs as well as other vendors storage systems vs. replacing them. This is similar to what EMC and other mainstream storage vendors have done in the past such as with SSD drives being used as flash cache extension on CLARiiON or VNX based systems as well as target or storage tier.

Various options and locations for SSD along with different usage scenarios
Various SSD locations, types, packaging and usage scenario options

Other vendors including IBM, NetApp and Oracle among others have also leveraged various packaging options of Single Level Cell (SLC) or Multi Level Cell (MLC) flash as caches in the past. A different example of SSD being used as a cache is the Seagate Momentus XT which is a desktop, workstation consumer type device. Seagate has shipped over a million of the Momentus XT which use SLC flash as a cache to compliment and enhance the integrated HDD performance (a 750GB with 8GB SLC memory is in the laptop Im using to type this with).

One of the premises of solutions such as those mentioned above for caching is to discuss changing data access patterns and life cycles shown in the figure below.

Changing data access patterns and lifecycles
Evolving data access patterns and life cycles (more retention and reads)

Put a different way, instead of focusing on just big data or corner case (granted some of those are quite large) or ultra large cloud scale out solutions, EMC with VFCache is also addressing their core business which includes little data. What will be interesting to watch and listen too is how some vendors will start to jump up and down saying that they have done or enabling what EMC is announcing for some time. In some cases those vendors will be rightfully doing and making noise on something that they should have made noise about before.

EMC is bringing the SSD message to the mainstream business and storage marketplace showing how it is a compliment to, vs. a replacement of existing storage systems. By doing so, they will show how to spread the cost of SSD out across a larger storage capacity footprint boosting the effectiveness and productive of those systems. This means that customers who install the VFCache product can accelerate the performance of both their existing EMC as well as storage systems from other vendors preserving their technology along with people skills investment.

 

Key points of VFCache

  • Combines PCIe SLC nand flash card (300GB) with intelligent caching management software driver for use in virtualized and traditional servers

  • Making SSD complimentary to existing installed block based disk (and or SSD) storage systems to increase their effectiveness

  • Providing investment protection while boosting productivity of existing EMC and third party storage in customer sites

  • Brings caching closer to the application where the data is accessed while leverage larger scale direct attached and SAN block storage

  • Focusing message for SSD back on to little data as well as big data for mainstream broad customer adoption scenarios

  • Leveraging benefit and strength of SSD as a read cache and scalable of underlying downstream disk for data storage

  • Reducing concerns around SSD endurance or duty cycle wear and tear by using as a read cache

  • Off loads underlying storage systems from some read requests enabling them to do more work for other servers

Additional related material:
Part II: EMC VFCache respinning SSD and intelligent caching
IT and storage economics 101, supply and demand
2012 industry trends perspectives and commentary (predictions)
Speaking of speeding up business with SSD storage
New Seagate Momentus XT Hybrid drive (SSD and HDD)
Are Hard Disk Drives (HDDs) getting too big?
Unified storage systems showdown: NetApp FAS vs. EMC VNX
Industry adoption vs. industry deployment, is there a difference?
Two companies on parallel tracks moving like trains offset by time: EMC and NetApp
Data Center I/O Bottlenecks Performance Issues and Impacts
From bits to bytes: Decoding Encoding
Who is responsible for vendor lockin
EMC VPLEX: Virtual Storage Redefined or Respun?
EMC interoperabity support matrix

Ok, nuff said for now, I think I see some storm clouds rolling in

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

IT and storage economics 101, supply and demand

In my 2012 (and 2013) industry trends and perspectives predictions I mentioned that some storage systems vendors who managed their costs could benefit from the current Hard Disk Drive (HDD) shortage. Most in the industry would say that is saying what they have said, however I have an alternate scenario. My scenario is that for vendors who already manage good (or great) margins on their HDD sales and who can manage their costs including inventories stand to make even more margin. There is a popular myth that there is no money or margin in HDD or for those who sell them which might be true for some.

Without going into any details, lets just say it is a popular myth just like saying that there is no money in hardware or that all software and people services are pure profit. Ok, lets leave sleeping dogs lay where rest (at least for now).

Why will some storage vendors make more margin off of HDD when everybody is supposed to be adopting or deploying solid state devices (SSD). Or Hybrid Hard Disk Drives (HHDD) in the case of workstation, desktop or laptops? Simple, SSD adoption (and deployment) is still growing and a lot of demand generator incentives available. Likewise HDD demand continues to be strong and with supplies affected, economics 101 says that some will raise their prices, manage their expenses, make more profits which can be used to help fund or stimulate increased SSD or other initiatives.

Storage, IT and general Economics 101

Economics 101 or basics introduces the concept of supply and demand along with revenue minus costs = profits or margin. If there is no demand yet a supply of a product exists then techniques such as discounting, bundling or other forms of adding value to incentivize customers to make a purchase. Bundling can include offering some other product, service or offering that could be as simple as an extended warranty to motivate sellers. Beyond discounts, coupons, two for one, future buying credits, gift cards or memberships for frequent buyers (or flyers) are other forms of stimulating sales activity.

Likewise if there is a supply or competition for a given market of a product or alternative, vendors or those selling the products including value added resellers (VARS) may sacrifice margin (profits) to meet revenue as well as unit shipped (e.g. expand their customer and installed base footprint) goals.

Currently in the IT industry and specifically around data storage even with increased and growing adoption and demand deployment around SSD, there is also a large supply in different categories. For example there are several fabrication facilities (FABs) that produce the silicon dies (e.g. chips) that form nand flash SSD memories including Intel, Micron, the joint Intel and Micron Fab (IMF) and Samsung. Even with continued strong demand growth, the various FABs seem to have enough capacity at least for now. Likewise manufactures of SSD drive form factor products with SAS or SATA interfaces for attaching to existing servers, storage or appliances including Intel, Micron, Samsung, Seagate, STEC and SANdisk among others seem to be able to meet demand. Even PCIe SSD card vendors have come under pressure of supply and demand. For example the high flying startup FusionIO recently saw its margins affected due to competition which includes Adaptec, LSI, Texas Memory Systems (TMS) and soon EMC among others. In the SSD appliance and storage system space there are even more vendors with what amounts to about one every month or so coming out of stealth. Needless to say there will be some shakeout in the not so distant future.

On the other hand, if there is a demand however limited supply, assuming that the market will support it, prices can be increased from what discounts had applied. Assuming that costs are kept inline any subsequent increase in average selling price (ASP) minus costs should result in higher margins.

Another variation is if there is strong demand and shortage of supply such as what is occurring with hard disk drives (HDD) due to recent flooding in Thailand, not only prices increase, there can also be changes to warranties or other services and incentives. Note some of HDD manufactures such as Western Digital were more affected by the flooding than Seagate. Likewise the Thailand flooding was not limited to just HDD having also affected other electronic chip and component suppliers. Even though HDDs have been declared dead by many in the SSD camps along with their supporters, record number of HDDs are produced every year. Note that economics 101 also tells us that even though more devices are produced and sold, that may not show a profit based on their cost and price. Like the CPU processor chips produced by AMD, Broadcom, IBM and Intel among others that are high volume, with varying margins, the HDD and nand flash SSD market is also high volume with different margins.

As an example, Seagate recently announced strong profits due to a number of factors even though enterprise drive supply and shipments were down while desktop drives were up. Given that many industry pundits have proclaimed a disaster for those involved with HDDs due to the shortage, they forgot about economics 101 (supply and demand). Sure marketing 101 says that HDDs are dead and if there is a shortage then more people will buy SSDs however that also assumes that people are a) ready to buy more SSDs (e.g. demand) and b) vendors or manufactures have supply and c) that those same vendors or manufactures are willing to give up margin while reducing costs to boost profits.

Note that costs typically include selling, general and administrative, cost of goods, manufacturing, transportation and shipping, insurance, research and development among others. If it has been awhile since you looked at one, take a few minutes sometime to look at public companies and their quarterly securities exchange commission (SEC) financial filings. Those public filing documents are a treasure trove of information for those who sift through them and where many reporters, analysts and researchers find information for what they are working or speculating on. These documents show total sales, costs, profits and losses among other things. Something that vendors may not show in these public filings which means you have to look or read between the lines or get the information elsewhere is how many units were actually shipped or the ASP to get an idea of the amount of discounting that is occurring. Likewise sales and marketing expenses often get lumped into or under general selling and administration (SGA). A fun or interesting metric is to look at the percentage of SGA dollars spent per revenue and profits.

What I find interesting is to get an estimate of what it is costing an organization to do or sustain a given level of revenue and margin. For example, while some larger vendors may seem to spend more on selling and marketing, on a percentage basis, they can easily be out spent by smaller startups. Granted the larger vendor may be spending more actually dollars however those are spread out over a larger sales and revenue basis.

What does this all mean?

Look at multiple metrics that have both a future trend or forecast as well as trailing or historical perspective view. Look at both percentages as well as dollar amounts as well as both revenue and margin while keeping units or number of devices (or copies) sold also into perspective. For example its interesting to know if a vendors sales were down 10% (or up) quarter over quarter, or versus the same quarter a year ago or year over year. It is also interesting to keep the margin in perspective along with SGA costs in addition to cost of product acquired for sale. Also important is to get a gauge of if sales were down, yet margins are up, how many devices or copies were sold to get a gauge on expanding footprint which could also be a sign of future annuity (follow up sales opportunities). What Im watching is over the next couple of quarters is to see how some vendors leverage the Thailand flooding and HDD as well as other electronic component supply shortages to meet demand by managing discounts, costs and other items that contribute to enhanced margins.

Rest assured there is a lot more to IT and storage economics, including advanced topics such as Return on Investment (ROI) or Return on Innovation (The new ROI) and Total Cost of Ownership (TCO) among others that maybe we will discuss in the future.

Ok, nuff fun for now, lets get back to work.

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

Congratulations to IBM for releasing XIV SPC results

Over the past several years I have done an annual post about IBM and their XIV storage system and this is the fourth in what has become a series. You can read the first one here, the second one here, and last years here and here after the announcement of the IBM V7000.

IBM XIV Gen3
IBM recently announced the generation 3 or Gen3 version of XIV along with releasing for the first time public performance comparison benchmarks using storage performance council (SPC) throughout SPC2 workload.

The XIV Gen3 is positioned by IBM as having up to four (4) times the performance of earlier generations of the storage system. In terms of speeds and feeds, the Gen3 XIV supports up to 180 2TB SAS hard disk drives (HDD) that provides up to 161TB of usable storage space capacity. For connectivity, the Gen3 XIV supports up to 24 8Gb Fibre Channel (8GFC) or for iSCSI 22 1Gb Ethernet (1 GbE) ports with a total of up to 360GBytes of system cache. In addition to the large cache to boost performance, other enhancements include leveraging multi core processors along with an internal InfiniBand  network to connect nodes replacing the former 1 GbE interconnect. Note, InfiniBand is only used to interconnect the various nodes in the XIV cluster and is not used for attachment to applications servers which is handled via iSCSI and Fibre Channel.

IBM and SPC storage performance history
IBM has a strong history if not leading the industry with benchmarking and workload simulation of their storage systems including Storage Performance Council (SPC) among others. The exception for IBM over the past couple of years has been the lack of SPC benchmarks for XIV. Last year when IBM released their new V7000 storage system benchmarks include SPC were available close to if not at the product launch. I have in the past commented about IBMs lack of SPC benchmarks for XIV to confirm their marketing claims given their history of publishing results for all of their other storage systems. Now that IBM has recently released SPC2 results for the XIV it is only fitting then that I compliment them for doing so.

Benchmark brouhaha
Performance workload simulation results can often lead to applies and oranges comparisons or benchmark brouhaha battles or storage performance games. For example a few years back NetApp submitted a SPC performance result on behalf of their competitor EMC. Now to be clear on something, Im not saying that SPC is the best or definitive benchmark or comparison tool for storage or other purpose as it is not. However it is representative and most storage vendors have released some SPC results for their storage systems in addition to TPC and Microsoft ESRP among others. SPC2 is focused on streaming such as video, backup or other throughput centric applications where SPC1 is centered around IOPS or transactional activity. The metrics for SPC2 are Megabytes per second (MBps) for large file processing (LFP), large database query (LDQ) and video on demand delivery (VOD) for a given price and protection level.

What is the best benchmark?
Simple, your own application in as close to as actual workload activity as possible. If that is not possible, then some simulation or workload simulation that closets resembles your needs.

Does this mean that XIV is still relevant?
Yes

Does this mean that XIV G3 should be used for every environment?
Generally speaking no. However its performance enhancements should allow it to be considered for more applications than in the past. Plus with the public comparisons now available, that should help to silence questions (including those from me) about what the systems can really do vs. marketing claims.

How does XIV compare to some other IBM storage systems using SPC2 comparisons?

System
SPC2 MBps
Cost per SPC2
Storage GBytes
Price tested
Discount
Protection
DS5300
5,634.17
$74.13
16,383
417,648
0%
R5
V7000
3,132.87
$71.32
29,914
$223,422
38-39%
R5
XIV G3
7,467.99
$152.34
154,619
1,137,641
63-64%
Mirror
DS8800
9,705.74
$270.38
71,537
2,624,257
40-50%
R5

In the above comparisons, the DS5300 (NetApp/Engenio based) is a dual controller (4GB of cache per controller) with 128 x 146.8GB 15K HDDs configured as RAID 5 with no discount applied to the price submitted. The V7000 system which is based on the IBM SVC along with other enhancements consists of dual controllers each with 8GB of cache and 120 x 10K 300GB HDDs configured as RAID 5 with just under a 40% discount off list price for system tested. For the XIV Gen3 system tested, discount off list price for the submission is about 63% with 15 nodes and a total of 360GB of cache and 180 2TB 7.2K SAS HDDs configured as mirrors. The DS8800 system with dual controllers has a 256GB of cache, 768 x 146GB 15K HDDs configured in RAID5 with a discount between 40 to 50% off of list.

What the various metrics do not show is the benefit of various features and functionality which should be considered to your particular needs. Likewise, if your applications are not centered around bandwidth or throughput, then the above performance comparisons would not be relevant. Also note that the systems above have various discount prices as submitted which can be a hint to a smart shopper where to begin negotiations at. You can also do some analysis of the various systems based on their performance, configuration, physical footprint, functionality and cost plus the links below take you to the complete reports with more information.

DS8800 SPC2 executive summary and full disclosure report

XIV SPC2 executive summary and full disclosure report

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Bottom line, benchmarks and performance comparisons are just that, a comparison that may or may not be relevant to your particular needs. Consequently they should be used as a tool combined with other information to see how a particular solution might be a fit for your specific needs. The best benchmark however is your own application running as close to possible realistic workload to get a representative perspective of a systems capabilities.

Ok, nuff said
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)

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