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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

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StorageIO books by Greg Schulz added to Intel Recommended Reading Lists

My two most recent books The Green and Virtual Data Center and Cloud and Virtual Data Storage Networking both published by CRC Press/Taylor and Francis have been added to the Intel Recommended Reading List for Developers.

Intel Recommended Reading

If you are not familiar with the Intel Recommended Reading List for Developers, it is a leading comprehensive list of different books across various technology domains covering hardware, software, servers, storage, networking, facilities, management, development and more.

Cloud and Virtual Data Storage NetworkingIntel Recommended Reading List

So what are you waiting for, check out the Intel Recommended Reading list for Developers where you can find a diverse line up of different books of which I’m honored to have two of mine join the esteemed list. Here is a link to a free chapter download from Cloud and Virtual Data Storage Networking.

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

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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

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Kudos to HP CEO Mark Hurd for dignity to step down from his post

Yesterday (Friday) late afternoon, HP announced (or read here) that their CEO Mark Hurd was resigning due to improprieties uncovered during an internal investigation.

HP is far from being alone in the corporate world involving investigations, lawsuits by governments or allegations of bribes and impropriety.

However what stands out is that of the CEO stepping down.

While not unique, after all remember the former CA CEO Sanjay Kumar who was locked up, or former Brocade CEO Greg Reyes now stepping into new government provided accommodations due to illegal activities, not to mention those from Enron among others. Granted in those situations there were legal ramifications outside of the companies prompting the courts to get involved, something that looks like for now is not the case at HP. However, having the courts get involved with corporate activity is almost becoming a pattern of how business is done. For example, there is a whos who list (e.g.Cisco, Dell, EMC, IBM, Intel, or Oracle among others) of IT companies involved in (or recently settled) various government or financial dealing cases associated with bribes, kickbacks or other business improprieties reminiscent of Rodney Dangerfield character Thornton Melon explaining how business is conducted in the real world during Dr Phillip Barbay business class in Back to School.

Lets get back to and focus on the individual, that is Mr Hurd and what I think is something rare these days. That is a CEO or leader of a company or organization seriously taking responsibility for their actions or those that they are responsible for instead of lip service and spin doctoring.

I do not know whether Mr Hurd decided on his own or it was suggested to him that he step down from his post. However what I do know simply based on the story that has been put out by HP is that Mr Hurd either has, or is being portrayed as taking the high road of stepping down. That is, as the head of the HP organization, he is taking responsibility for actions, not looking for special status or exceptions and stepping down from his post instead of trying to sweep the dust or dirt under the rug. Thus Kudos to Mr Hurd for taking responsibility, not hiding, spinning or throwing someone else under the proverbial corporate politics bus to save his own hide.As the CEO of a major corporation the buck stops with him and he should not be above the law or polices of his own organizations that other employees would be expected to follow.

Too often today we hear stories of company or organization or government leaders getting or expecting special treatment in some cases not taking full and complete responsibility for their actions other than for a photo opportunity.

On a different yet related note, perhaps my thinking will change as more comes out on the story as well as they story behind the story, however this is an interesting example of how crisis management can be dealt with. Sure the story was released on a Friday afternoon which is typically when bad news is put out after the financial markets have closed. On the other hand, given the nature of HP being a tech company and with web, blogs, twitter, face book and other social media the chatter was significant for a late Friday afternoon.

Lets see how this plays out and if HP along with their PR crisis team played the right cards by getting the story out, CEO Mark Hurd stepping down to avoid prolonging the situations as well as how wall street will react short term and over the long haul.

This leaves me with a closing thought of if politicians from all sides (or across both sides of aisle or parties) did what HP CEO Mark Hurd did (resign) due to impropriety, we would have fewer elected officials. Thus I do not think Mr Hurd has a future in government politics not because of what he did that caused his stepping down at HP.

No, rather because either on his own or under advice of others he decided not to look for or seek special favor or cover up of what was done as well as try not to spin the story thus saving both him and his company (HP) for the long term.

Nuff said for now.

Cheers gs

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

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Is MAID Storage Dead? I Dont Think So!

Some vendors are doing better than others and first generation MAID (Massive or monolithic Array of Idle Disks) might be dead or about to be deceased, spun down or put into a long term sleep mode, it is safe to say that second generation MAID (e.g. MAID 2.0) also known as intelligent power management (IPM) is alive and doing well.

In fact, IPM is not unique to disk storage or disk drives as it is also a technique found in current generation of processors such as those from Intel (e.g. Nehalem) and others.

Other names for IPM include adaptive voltage scaling (AVS), adaptive voltage scaling optimized (AVSO) and adaptive power management (APM) among others.

The basic concept is to vary the amount of power being used to the amount of work and service level needed at a point in time and on a granular basis.

For example, first generation MAID or drive spin down as deployed by vendors such as Copan, which is rumored to be in the process of being spun down as a company (see blog post by a former Copan employee) were binary. That is, a disk drive was either on or off, and, that the granularity was the entire storage system. In the case of Copan, the granularly was that a maximum of 25% of the disks could ever be spun up at any point in time. As a point of reference, when I ask IT customers why they dont use MAID or IPM enabled technology they commonly site concerns about performance, or more importantly, the perception of bad performance.

CPU chips have been taking the lead with the ability to vary the voltage and clock speed, enabling or disabling electronic circuitry to align with amount of work needing to be done at a point in time. This more granular approach allows the CPU to run at faster rates when needed, slower rates when possible to conserve energy (here, here and here).

A common example is a laptop with technology such as speed step, or battery stretch saving modes. Disk drives have been following this approach by being able to vary their power usage by adjusting to different spin speeds along with enabling or disabling electronic circuitry.

On a granular basis, second generation MAID with IPM enabled technology can be done on a LUN or volume group basis across different RAID levels and types of disk drives depending on specific vendor implementation. Some examples of vendors implementing various forms of IPM for second generation MAID to name a few include Adaptec, EMC, Fujitsu Eternus, HDS (AMS), HGST (disk drives), Nexsan and Xyratex among many others.

Something else that is taking place in the industry seems to be vendors shying away from using the term MAID as there is some stigma associated with performance issues of some first generation products.

This is not all that different than what took place about 15 years ago or so when the first purpose built monolithic RAID arrays appeared on the market. Products such as the SF2 aka South San Francisco Forklift company product called Failsafe (here and here) which was bought by MTI with patents later sold to EMC.

Failsafe, or what many at DEC referred to as Fail Some was a large refrigerator sized device with 5.25” disk drives configured as RAID5 with dedicated hot spare disk drives. Thus its performance was ok for the time doing random reads, however writes in the pre write back cache RAID5 days was less than spectacular.

Failsafe and other early RAID (and here) implementations received a black eye from some due to performance, availability and other issues until best practices and additional enhancements such as multiple RAID levels appeared along with cache in follow on products.

What that trip down memory (or nightmare) lane has to do with MAID and particularly first generation products that did their part to help establish new technology is that they also gave way to second, third, fourth, fifth, sixth and beyond generations of RAID products.

The same can be expected as we are seeing with more vendors jumping in on the second generation of MAID also known as drive spin down with more in the wings.

Consequently, dont judge MAID based solely on the first generation products which could be thought of as advanced technology production proof of concept solutions that will have paved the way for follow up future solutions.

Just like RAID has become so ubiquitous it has been declared dead making it another zombie technology (dead however still being developed, produced, bought and put to use), follow on IPM enabled generations of technology will be more transparent. That is, similar to finding multiple RAID levels in most storage, look for IPM features including variable drive speeds, power setting and performance options on a go forward basis. These newer solutions may not carry the MAID name, however the sprit and function of intelligent power management without performance compromise does live on.

Ok, nuff said.

Cheers gs

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

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

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What is the Future of Servers?

Recently I provided some comments and perspectives on the future of servers in an article over at Processor.com.

In general, blade servers will become more ubiquitous, that is they wont go away even with cloud, rather become more common place with even higher density processors with more cores and performance along with faster I/O and larger memory capacity per given footprint.

While the term blade server may fade giving way to some new term or phrase, rest assured their capabilities and functionality will not disappear, rather be further enhanced to support virtualization with VMware vsphere, Microsoft HyperV, Citrix/Zen along with public and private clouds, both for consolidation and in the next wave of virtualization called life beyond consolidation.

The other trend is that not only will servers be able to support more processing and memory per footprint; they will also do that drawing less energy requiring lower cooling demands, hence more Ghz per watt along with energy savings modes when less work needs to be performed.

Another trend is around convergence both in terms of packaging along with technology improvements from a server, I/O networking and storage perspective. For example, enhancements to shared PCIe with I/O virtualization, hypervisor optimization, and integration such as the recently announced EMC, Cisco, Intel and VMware VCE coalition and vblocks.

Read more including my comments in the article here.

Ok, nuff said.

Cheers gs

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

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

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Did HP respond to EMC and Cisco VCE with Microsoft HyperV bundle?

Last week EMC and Cisco along with Intel and VMware created the VCE collation along with a consumption model based service joint venture called Acadia.

In other activity last week, HP made several announcements including:

  • Improvements in sensing technologies
  • StorageWorks enhancements (SVSP, IBRIX, EVA and HyperV, X9000 and others)

EMC and Cisco were relatively quiet this week on announcement front, however HP unleashed another round of announcements that among others included:

  • Quarterly financial results
  • SMB server, storage, network and virtualization enhancements (here, here, here and here)
  • Acquisitions of 3COM (see related blog post here)

The reason I bring up all of this HP activity is not to simply re-cap all of the news and announcements which you can find on many other blogs or news sites, rather I see as a trend.

That trend appears to be one of a company on the move, not ready to sit back on its laurels, rather a company that continues to innovate in-house and via acquisitions.

Some of those acquisitions including IBRIX were relatively small, some like EDS last year and the one this week of 3COM to some would be large while to others perhaps as being seen as medium sized. Either way, HP has been busy expanding its portfolio of technology solution and services offerings along with its comprehensive IT stack.

Cisco, EMC and HP are examples of companies looking to expand their IT stacks and footprint in terms of diversifying current product focus and reach, along with extending into new or further into existing customer and market sector areas. Last weeks EMC and Cisco signaled two large players combing their resources to make virtualization and private clouds easy to acquire and deploy for mid to large size environments with a theme around VMware.

This week buried in all of the HP announcements was one that caught my eye which is a virtualization solution bundle designed for small business (that is something smaller than a vblock0), something that was missing in the Cisco and EMC news of last week however one that Im sure will be addressed sooner versus later.

In the case of HP, the other thing with their virtualization bundle was the focus on the mid to small business that fall into the broad and diverse SMB category, not to mention including Microsoft.

Yes, that is right, while a VMware based solution from HP would be a no-brainer given all of the activity the two companies are involved  in as joint partners, Microsoft HyperV was front and center.

Is this a reaction to last weeks Cisco and EMC salvo?

Perhaps and some will jump to that conclusion. However I will also offer this alternative scenario, 85-90 percent of servers consolidated into virtual machines (VMs) on VMware or other hypervisors including Microsoft HyperV are Windows based.

Likewise as one of the largest if not largest server vendors (pick your favorite server category or price band) who also happens to be one of the largest Microsoft Windows partners, I would have been more surprised if HP had not done a HyperV bundle.

While Cisco and EMC may stay the course or at least talk the talk with a VMware affinity in the Acadia and VCE coalition for the time being, I would expect HP to flex its wings a bit and show diversity of support for multiple Hypervisors, Operating Systems across its various server, network, storage and services platforms.

I would not be surprised to see some VMware based bundles appear over time building on previous announced HP blade systems matrix solution bundles.

Welcome back my friends to the show that never ends, that is the on-going server, storage, networking, virtualization, hardware, software and services solutions game for enabling the adaptive, dynamic, flexible, scalable, resilient, service oriented, public or private cloud, infrastructure as a service green and virtual data center.

Stay tuned, there is much more to come!

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)

twitter @storageio

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

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

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

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

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

Whats your take?

Cheers gs

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

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

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

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

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

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

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

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

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

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

The answer in my perspective is NO!

No, the music did not end today!

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

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

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

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

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

General points include:

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

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

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

The components include:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

More to follow soon.

Cheers gs

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

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SSD activity continues to go virtually round and round

Storage I/O trends

Solid State Disk (SSD) (both FLASH and RAM based) activities and discussions continue to go round and round (pun intended) with announcements (here, here, here, here, here, and here and among others) of various improvements and evolution for technologies focused from the consumer to the small office home office (SOHO) to small medium business (SMB) to enterprise with technologies from vendors including Intel, Sandisk, Seagate and many others.

Recent innovations are looking to address write performance issues or challenges associated with FLASH based SSD, which while better than magnetic hard disk drives (HDD), are slower than their RAM based counterparts.

Other activity includes extending the useful life or duration of how many times a FLASH based device can be rewritten or modified before problems arise or performance degrades. Yet another activity is Sandisk introducing “virtual RPM” (vRPM) metrics to provide consumers an indication of relative revolutions per minute (RPM) of a non-rotating SSD device to make comparisons to help with shopping decisions makings. Can you say SSDs going round and round and round at least in a virtual world? Now that should make for some interesting “virtual benchmarking” discussions!

Meanwhile industry trade groups include the SNIA Solid State Storage Initiative (SSSI) are gathering momentum to address marketing, messaging, awareness, education as well as metrics or benchmarks among things normally done around industry trade group camp fires and camp outs.

So, as the HDDs spin, so to does the activity in and around SSD based technologies.

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

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