Tag: vars

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Data Infrastructure IT Industry Related Resource Links to Others

Data Infrastructure IT Industry Related Resource Links to Others

IT Data Center and Data Infrastructure Industry Resources

Updated 2/20/2018

Following are some useful Data Infrastructure IT Industry Resource Links to cloud, virtual and traditional IT data infrastructure related web sites. The data infrastructure environment (servers, storage, IO and networking, hardware, software, services, virtual, container and cloud) is rapidly changing. You may encounter a missing URL, or a URL that has changed. This list is updated on a regular basis to reflect changes (additions, changes, and retirement).

Disclaimer and note: URL’s submitted for inclusion on this site will be reviewed for consideration and to be in generally accepted good taste in regards to the theme of this site.

Best effort has been made to validate and verify the data infrastructure URLs that appear on this page and web site however they are subject to change. The author and/or maintainer(s) of this page and web site make no endorsement to and assume no responsibility for the URLs and their content that are listed on this page.

Software Defined Data Infrastructure Essentials Book SDDC

Send an email note to info at storageio dot com that includes company name, URL, contact name, title and phone number along with a brief 40 character description to be considered for addition to the above data infrastructure list, or, to be removed. Note that Server StorageIO and UnlimitedIO LLC (e.g. StorageIO) does not sell, trade, barter, borrow or share your contact information per our Privacy and Disclosure policy. View related data infrastructure Server StorageIO content here, and signup for our free newsletter here.

Links A-E
Links F-J
Links K-O
Links P-T
Links U-Z
Other Links

  • www.10gea.org    10Gb Ethernet industry trade organization
  • www.1394ta.org    1394 (Firewire) trade association
  • www.3com.com    Networking equipment (Bought by HP)
  • www.3leafnetworks.com    I/O virtualization
  • www.3par.com    Clustered storage systems (Bought by HP)
  • www.3tera.com    IT Cloud management tools (Bought by CA)
  • www.4blox.com    Data center design services
  • www.4blox.com    Linux iSCSI target optimization stack
  • www.4bridgeworks.com aka Bridgeworks    SAN networking and connectivity solutions
  • www.80plus.org    Energy efficient power supply trade group

Where To Learn More

View additional NAS, NVMe, SSD, NVM, SCM, Data Infrastructure and HDD related topics via the following links.

Additional learning experiences along with common questions (and answers), as well as tips can be found in Software Defined Data Infrastructure Essentials book.

Software Defined Data Infrastructure Essentials Book SDDC

What This All Means

Visit the following additional data infrastructure and IT data center related links.

Links A-E
Links F-J
Links K-O
Links P-T
Links U-Z
Other Links

Ok, nuff said, for now.

Gs

Greg Schulz – Microsoft MVP Cloud and Data Center Management, VMware vExpert 2010-2017 (vSAN and vCloud). Author of Software Defined Data Infrastructure Essentials (CRC Press), as well as Cloud and Virtual Data Storage Networking (CRC Press), The Green and Virtual Data Center (CRC Press), Resilient Storage Networks (Elsevier) and twitter @storageio. Courteous comments are welcome for consideration. First published on https://storageioblog.com any reproduction in whole, in part, with changes to content, without source attribution under title or without permission is forbidden.

All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO. All Rights Reserved. StorageIO is a registered Trade Mark (TM) of Server StorageIO.

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Dude, is Dell doing a disk deal again with Compellent?

Over in Eden Prairie (Minneapolis Minnesota suburb) where data storage vendor Compellent (CML) is based, they must be singing in the hallways today that it is beginning to feel a lot like Christmas.

Sure we had another dusting of snow this morning here in the Minneapolis area and the temp is actually up in the balmy 20F temperature range (was around 0F yesterday) and holiday shopping is in full swing.

The other reason I think that the Compellent folks are thinking that it feels a lot like Christmas are the reports that Dell is in exclusive talks to buy them at about $29 per share or about $876 million USD.

Dell is no stranger to holiday or shopping sprees, check these posts out as examples:

Dell Will Buy Someone, However Not Brocade (At least for now)

Back to school shopping: Dude, Dell Digests 3PAR Disk storage (we now know Dell was out bid)

Data footprint reduction (Part 2): Dell, IBM, Ocarina and Storwize

Data footprint reduction (Part 1): Life beyond dedupe and changing data lifecycles

Post Holiday IT Shopping Bargains, Dell Buying Exanet?

Did someone forget to tell Dell that Tape is dead?

Now some Compellent fans are not going to be happy with only about $29 a share or about $876 million USD price given the recent stock run up into the $30 plus range. Likewise, some of the Compellent fans may be hoping for or expecting a bidding war to drive the stock back up into the $30 range however keep in mind that it was earlier this year when the stock adjusted itself down into the mid teens.

In the case of 3PAR and the HP Dell budding war, that was a different product and company focused in a different space than where Compellent has a good fit.

Sure both 3PAR and Compellent do Fibre Channel (FC) where Dells EqualLogic only does iSCSI, however a valuation based just on FC would be like saying Dell has all the storage capabilities they need with their MD3000 series that can do SAS, iSCSI and FC.

In other words, there are different storage products for different markets or price bands and customer application needs. Kind of like winter here in Minnesota, sure one type of shovel will work for moving snow or you can leverage different technologies and techniques (tiering) to get the job done effectively the same holds for storage solutions.

Compellent has a good Cadillac product that is a good fit for some SMB environments. However the SMB space is also where Dell has several storage products some of which they own (e.g. EqualLogic), some they OEM (MD3000 series and NX) as well as resell (e.g. EMC CLARiiON).

Can the Compellent product replace the lowered CLARiiON business that Dell has itself been shifting more to their flagship EqualLogic product?

Sure however at the risk of revenue cannibalization or worse, introduction of revenue prevention teams.

Can the Compellent product then be positioned lower down under the EqualLogic product?

Sure, however why hold it back not to mention force a higher priced product down into that market segment.

Can the Compellent product be taken up market to compete above the EqualLogic head to head with the larger CLARiiON systems from EMC or comparable solutions from other vendors?

Sure, however I can hear choruses of its sounding a lot like Christmas from New England, the bay area and Tucson among others.

Does this mean that Dell is being overly generous and that this is not a good deal?

No, not at all.

Sure it is the holiday season and Dell has several billion dollars of cash laying around however that in itself does not guarantee a large handout or government sized bailout (excuse me, infusion). At $30 or more, that would be overly generous simply based on where the technology fits as well as aligns to the market realities. Consequently, at $29, this is a great deal for Compellent and also for Dell.

Why is it a good deal for Dell?

I think that it is as much about Dell getting a good deal (ok, paying a premium) to acquire a competitor that they can use to fill some product gaps where they have common VARs. However I also think that this is very much about the channel and the VAR as much if not more than it is just about a storage product. Servers are part of the game here which in turn supports storage, networking, management tools, backup/recovery, archiving and services.

Sure Dell can maybe take some cost out of the Compellent solution by replacing the Supermicro PCs that are the hardware platform for their storage controllers with Dell servers. However the bigger play is around further developing its channel and VAR ecosystems, some of whom were with EqualLogic before Dell bought them. This can also be seen as a means of Dell getting that partner ecosystem to sell overall, more dell products and solutions instead of those from Apple, EMC, Futjisu, HP, IBM, Oracle and many others.

Likewise, I doubt that Mr. Dell is paying a premium simply to make the Compellent shareholders and fans happy to create monetary velocity to stimulate holiday shopping and economic stimulus. However, for the fans, sure, while drowning your sorrows in egg nogg of holiday cheer that you are not getting $30 or higher, instead buy a round for your mates and toast Dell for your holiday gift.

The real reason I think this is a good reason for Dell is that from a business and financial perspective, assuming they stick to the $29 range, it is a good bargain for both parties. Dell gets a company who has been competing with their EqualLogic product in some cases with the same VARs or resellers. Sure it gets a Fibre Channel based product however Dell already has that with the MD3000 series which I realize is less function laden then Compellent or EqualLogic; however it is also more affordable for a different market.

If Dell can close on the deal sticking to its offer which they have the upper hand on, execute including rolling out a strategy as well as product positioning plan. Then educate their own teams as well as VARs and customers of what products fit where and when in such a manner that does not cause revenue prevention (e.g. one product or team blocking the other) or cannibalization instead expanding markets, they can do well.

While Compellent gets a huge price multiple based on their revenue (about $125M USD), if Dell can get the product revenue up from the $125 to $150 million plateau to around $250 to $300 million without cannibalizing other Dell products, the deal pays for itself in many ways.

Keep in mind that a large pile of cash sitting in the bank these days is not exactly yielding the best returns on investment.

For the Compellent fans and shareholders, congratulations!

You have gotten or perhaps are about to get a good holiday gift so knock of the complaining that you should be getting more. The option is that instead of $28 per share, you could be getting 28 lumps of coal in your Christmas stocking.

For the Dell folks, assuming the deal is done on their terms and that they can quickly rationalize the product overlap, convey and then execute on a strategy while keeping the revenue prevention teams on the sidelines you too have a holiday gift to work with (some assembly will be required however). This also is good for Dell outside of storage which may turn out to be one of the gems of the deal in keeping or expanding VARs selling Dell based servers and associated technologies.

For EMC who was slapped in the face earlier this year when Dell took a run at 3PAR, sure there will be more erosion on the lower end CLARiiOn as has been occurring with the EqualLogic. However Dell still needs a solution to effectively compete with EMC and others at the higher end of the SMB or lower end of the enterprise market.

Sure the EqualLogic or Compellent products could be deployed into such scenarios; however those solutions are then playing on a different field and out of their market sweet spots.

Lets see what happens shall we.

In the meantime, what say you?

Is this a good deal for Dell, who is the deal good for assuming it goes through and at the terms mentioned, what is your take?

Who benefits from this proposed deal?

Note that in the holiday gift giving spirit, Chicago style voting or polling will be enabled.

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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Who or what is your sphere of influence?

Disclosure: I used to be an IT customer working in different organizations, than worked for various vendors, than for an analyst firm before starting StorageIO. Thus I have been at various seats around the proverbial IT table, having listened to as well as being part of various stories from different vantage points, thus my view and sphere or focus or influence may be different from yours.

 

Who is your sphere or circle of influence?

If you listen to vendors your perceptions will be one thing, if you listen to customers, your perceptions will be different. Or, if you simply read and get information and perspectives via the media and depending upon their sources or opinions, guess what!

 

Taking a step back for a moment.

Recently I have attended either in person, or via virtual means various vendor briefings and announcements, as well as meeting and talking with IT professionals face to face or via phone and other means. Likewise I see and read various industry related material via printed (yes some still exist), online, web, blogs, podcasts, videos, tweets from different sources ranging from traditional media or journalist organizations using in-house staff or a combination of staff and freelance writers as well as upstart new media, to vendors and vars, research analyst among others.

What jumped out at me as a perspective is something that should be as clear as seeing through both pairs of eyes or listening with two ears (assuming no ailments). That is, if all you listen to are vendors guess what your thought and perspective basis will be.

Likewise, if all you do is listen to users guess what the perspective is going to be? Another angle is that if you are in academia or research areas, and those that you associate with are also only in that venue, guess what? Or, how about if all you do is listen to particularly media or blog venues, to vars or specific analysis, or, get your info second or third hand hopefully you start to see the picture here. How about if all you do to get your information is by reading press releases or customer case studies, while providing some information, what about the story behind the story and what it all means?

For example, if all a reporter, blogger, media analyst, journalist or free-lance writer does to get their info is from vendors, guess how those discussions might be influenced. Or, if an analyst, advisor, researcher, consultant, var or independent blogger only gets their product and industry trends perspectives from vendors, guess how that might be shaped. Let alone, if your focus is on quantitative vs. qualitative depending upon information sources your view or influence will vary.

While sitting in as well as listening in remotely on some of those vendor briefings it dawned on me how perhaps there are those who only get their information on trends, perspectives and industry challenges let alone on product or competitive positioning from those venues, or, in the after the fact market research accounting numbers. After all, if your time is spent on the traveling media, analyst and blogger briefing circuit going from one big tent to another with little or no time to engage with others in the ecosystem, guess what the perspectives might possible be?

I was also wondering recently in a different venue that was filled with IT customers (e.g. users) along with some vendors and vars a similar thought. That is, if attendees never listened or attended vendor, var or third-party produced events and seminars how they would get information and dialogue exchange for forming opinions.

Or if bloggers, media, free-lance writers our journalist only get their information from vendor briefings or talking with handpicked reference customers or pre-screened and scripted pundits, is if they are getting or even asking about the bigger or broader story, the story behind the story for their viewers or readers.

Now this is not saying that any one of those is a negative or inappropriate or non important venue or source, rather, simply point out that views and perspectives eve if formed by yourself can be shaped by your sources of information.

In other words, leverage various forms of information and knowledge exchange including different venues. Form your own perspectives based on different sources and exchanges or discussions leveraging that gray matter (not talking about hair either) that sits behind your eyes, slightly above your mouth and between those ears.

 

What to do or who to listen to?

I spend my talking with manufactures, vars, service providers, bloggers, consultants, media and financial analysts, and of course, lots and lots of IT customers to gauge what is going on, the issues, challenges, opportunities, who has been naughty and nice. Consequently, my view and sphere of influences tend to be more applied and rooted with what is going on in many IT shops vs being shaped by what others want me to hear, see or think.

Something that I have found over the years is that talking directly with IT customers in real-time enables quicker perspectives and feedback on their needs and issues for when I talk with vars or vendors as well as the media.

Likewise, having regular in-depth discussions with vendors, vars and service providers helps to give perspective on where those groups are going and looking to discuss with their technologies. At times the discussions are under NDA (both on the customer as well as the var, vendor or service provider sides) and other times they are in the open depending upon the conversation or topic sensitivity.

I say leverage all the different resources, views and perspectives that are available and depending on who you are or what you do, set up dialogue with others given how easy it is to do with various mediums or venues. For example, if you are a media, financial, research or consulting advisory analyst or self-proclaimed pundit, set up open and two-way dialogue with IT customers, vars, public relations, consultants as well as media in addition to traditional vendor controlled analyst relations (while you are at it, set up some information vendor dialogue as well).

Who Are You and Your Influences
Figure 1 Some spheres of influence and influences

So who are you and what are your circles or spheres of influence as well as those that you influence (Figure 1)? If you are a media (e.g. journalist, writer, blogger, freelancer, editor, publisher) than set up relationships with various analysts, advisors, consultants, vars, customers and so forth. If you are the customer, likewise set up relationships with both traditional and new or nontraditional analysts and media venues, other customers and vars. hopefully you start to see the picture which is either hibernate, lurk, or proactively engage with others in a medium or way that suits your needs or requirements.

If you have only been a vendor or var, learn about the others around the table and likewise, if only have been a media or analyst, learn about the vendors and the customers, the vars and so forth. Expand your horizons and sources of information exchange, debate or discussion. After all, you may still come back to the same premises or perspectives, however at least you can say and prove that thesis on the basis of having discussed or researched it with your broader, diverse network of contacts.

Likewise, when sharing information or knowledge, keep in mind that there are different audiences, some of whom may have seen before what you have found to be new and revolutionary while others will have perhaps a 180 degree view and others on the same page if not same ball park.

 

Bottom line

Use your brain to read, listen, learn, discuss, ask questions, share information and form your own opinions, thoughts and perspectives. Rest assured, no one medium, venue or source has the complete insight into your specific environment, requirements, issues and challenges and if it does, that would be truly revolutionary!

And that is all that I have to say about that, at least for now…

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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Spring 2008 Storage Descisions Wrap-Up

Once again the Techtarget (TT) folks put on a great event at the spring 2008 edition of Storage Decisions (SD) event in Chicago, tip of the hat to the whole TT crew. SD is known as an IT consumer/user event as opposed to industry events like SNW that are known as a vendor to vendor networking event. TT has added a new form over the past year that occurs the day/night before SD focused on the channel and var audiences with a dinner networking seminar called StorageStrategies. While SD continues to be focused on the IT consumer aka user, the TT channel program is a means for vendors to get in front of perspective channel partners to tell their story and value proposition of why they should be partnered. It?s a fun and growing event that I have been involved with for over a year now talking with the channel folks about issues and opportunities to address the various needs IT organizations. If you are a vendor looking to expand your channel presence, or, a channel partner var looking for new solutions, technologies and partners, these series are a great way of networking.

The main focus however last week was the SD event which had a great turnout of around 550 IT and storage professionals (not counting vendors, exhibitors, vars, media and analysts). To put the attendance in perspective compared to other events. I guess you could virtualizes the attendance of IT folks at about 65,431 however the reality number quoted by TT and observed (during the sessions, lunch and so forth) was in the mid 500?s (not including vendors, exhibitors, vars, media, analysts, hotel personal, stumping politicians, high school marching bands, tour groups and the homeless). Talking with vendors and exhibitors, the census was that they were either getting a boat load of good leads, or, getting actual appointments and meetings for near term opportunities that might help their sales reps win or buy a new boat, car, home, or cup of coffee.

Having been both a customer and a vendor before becoming an analyst years ago, it?s fun to walk the exhibit area listening and watching the different approaches and pitches by the booth personal. Some are focused on just getting leads, some on showing you?re their demo, some on how well they memorized their buzzword laden sales pitch, some can even give you their elevator value prop pitch in less than 30 seconds to get you to stay for another five minutes prompting a rescheduling to give them another 20 minutes of time. I?m still waiting for some vendor to bring in the carnival midway skills game where participants use a water gun or other item to know that particular vendors competitors logo on a target down, or, to knock down various IT issues.

In between all my meetings, presentations, recording some new video techtalks (Data footprint reduction, hot topics for the channel, clustered storage and NAS for SMBs) and other activity at the recent Storage Decisions event in Chicago this past week, I was able to meet up with some friends and former co-workers for a relaxing dinner at Buddy Guy?s Legends across the street from the event hotel. Performing on stage was Vino Louden who plays the guitar with the sole and feeling of Stevie Ray Vaughn and creative flare of Jimmy Page backed by his three man band. If you have never been to Legends you still have time to go there as the joint is staying open until their new facility is ready.

As soon as TechTarget posts the links to the session presentations including my talks on ?Clustered Storage and NAS? that included Web 2.0 and bulk storage as well as my talk about ?Green and Energy Efficient Storage? I will post them on this blog.

Cheers
GS