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

Storage I/O trends

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Ok, nuff said.

Cheers gs

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

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2026 Server StorageIO and UnlimitedIO LLC All Rights Reserved

Links to Upcoming and Recent Webcasts and Videocasts

Here are links to several recent and upcoming Webcast and video casts covering a wide range of topics. Some of these free Webcast and video casts may require registration.

Industry Trends & Perspectives – Data Protection for Virtual Server Environments

Next Generation Data Centers Today: What’s New with Storage and Networking

Hot Storage Trends for 2008

Expanding your Channel Business with Performance and Capacity Planning

Top Ten I/O Strategies for the Green and Virtual Data Center

Cheers
Greg Schulz – StorageIO

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

Storage I/O trends

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

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

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

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

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

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

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

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

Cheers
gs

More on Fibre Channel over Ethernet (FCoE)

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

Ok, nuff said.

Cheers gs

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

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2026 Server StorageIO and UnlimitedIO LLC All Rights Reserved

Just When You Thought It Was Safe To Go In The Water Again!

In the shark infested waters where I/O and networking debates often rage, the Fibre Channel vs. iSCSI, or, is that iSCSI vs. Fibre Channel debates continue which is about as surprising as an ice berg melting because it floated into warmer water or hot air in the tropics.

Here’s a link to an article at Processor.com by Kurt Marko “iSCSI vs. Fibre Channel: A Cost Comparison iSCSI Targets the Low-End SAN, But Are The Cost Advantages Worth The Performance Trade-offs?” that looks at a recent iSCSI justification report and some additional commentary about apples to oranges comparisons by me.

Here’s the thing, no one in their right mind would try to refute that iSCSI at 1GbE levering built-in server NICs and standard Ethernet switches and operating system supplied path managers is cheaper than say 4Gb Fibre Channel or even legacy 1Gb and 2Gb Fibre Channel. However that’s hardly an apple to apples comparison.

A more interesting comparison is for example 10GbE iSCSI compared to 1GbE iSCSI (again not a fair comparison), or, look at for example the new solution from HP and Qlogic that for about $8,200 USD, you get a 8Gb FC switch with a bunch of ports for expansion, four (4) PCIe 8Gb FC adapters plus cables plus transceiver optics which while not as cheap as 1GbE ports built into a server or an off the shelf Ethernet switch, is a far cry from the usual apples to oranges no cost Ethernet NICs vs. $1,500 FC adapters and high price FC director ports.

To be fair, put this into comparison with 10GbE adapters (and probably not a real apples to apples comparison at that) which on CDW go from about $600 USD (without no transceivers) to $1,100 to $1,500 for single port with transceivers or about $2,500 to $3,000 or more for dual or multi-port.

So the usual counter argument to trying to make a more apples to apples comparison is that iSCSI deployments do not need the performance of 10GbE or 8GbE Fibre Channel which is very valid, however then a comparison should be iSCSI vs. NAS.

Here’s the bottom line, I like iSCSI for its target markets and see lots of huge upside and growth opportunity just like I see a continued place for Fibre Channel and moving forward FCoE leveraging Ethernet as the common denominator (at least for now) as well as NAS for data sharing and SAS for small deployments requiring shared storage (assuming a shared SAS array that is).

I?m a fan of using the right technology or tool for the task at hand and if that gets me in trouble with the iSCSI purist who wants everything on iSCSI, well, too bad, so be it. Likewise, if the FC police are not happy that I?m not ready and willing to squash out the evil iSCSI, well, too bad, get over it, same with NAS, InfiniBand and SAS and that’s not to mean I don?t take a side or preference, rather, applied to the right task at hand, I?m a huge fan of these and other technologies and hence the discussion about apples to apples comparisons and applicability.

Cheers
GS