Tag: virident

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Cisco buys Whiptail continuing the SSD storage I/O flash cash cache dash

Storage I/O trends

Cisco buys Whiptail continuing the Storage storage I/O flash cash cache dash

Congratulations to Virident for being bought today for $645 Million USD by Western Digital (WD). Virident a nand flash PCIe card startup vendor has been around for several years and in the last year or two has gain more industry awareness as a competitor to FusionIO among others.

There is a nand flash solid state devices (SSD) cash-dash occurring, not to mention fast cache dances that is occurring the IT and data infrastructure (e.g. storage and IO) sector specifically.

Why the nand flash SSD cash dash and cache dance?

Yesterday hard disk drive (HDD) vendor Western Digital (WD) bought Virident a nand flash PCIe Solid State Device (SSD) card vendor for $650M, and today networking and server vendor Cisco bought Whiptail a SSD based storage system startup for a little over $400M. Here is an industry trends perspective post that I did yesterday on WD and Virident.

Obviously this begs a couple of questions, some of which I raised in my post yesterday about WD, Virident, Seagate, FusionIO and others.

Questions include

Does this mean Cisco is getting ready to take on EMC, NetApp, HDS and its other storage partners who leverage the Cisco UCS server?

IMHO at least near term no more than they have in the past, nor any more than EMCs partnership with Lenovo indicates a shift in what is done with vBlocks. On the other hand, some partners or customers may be as nervous as a long-tailed cat next to a rocking chair (Google it if you don’t know what it means ;).

Is Cisco going to continue to offer Whiptail SSD storage solutions on a standalone basis, or pull them in as part of solutions similar to what it has done on other acquisitions?

Storage I/O trends

IMHO this is one of the most fundamental questions and despite the press release and statements about this being a UCS focus, a clear sign of proof for Cisco is how they reign in (if they go that route) Whiptail from being sold as a general storage solution (with SSD) as opposed to being part of a solution bundle.

How will Cisco manage its relationship in a coopitition manner cooperating with the likes of EMC in the joint VCE initiative along with FlexPod partner NetApp among others? Again time will tell.

Also while most of the discussions about NetApp have been around the UCS based FlexPod business, there is the other side of the discussion which is what about NetApp E Series storage including the SSD based EF540 that competes with Whiptail (among others).

Many people may not realize how much DAS storage including fast SAS, high-capacity SAS and SATA or PCIe SSD cards Cisco sells as part of UCS solutions that are not vBlock, FlexPod or other partner systems.

NetApp and Cisco have partnerships that go beyond the FlexPod (UCS and ONTAP based FAS) so will be interesting to see what happens in that space (if anything). This is where Cisco and their UCS acquiring Whiptail is not that different from IBM buying TMS to complement their servers (and storage) while also partnering with other suppliers, same holds true for server vendors Dell, HP, IBM and Oracle among others.

Can Cisco articulate and convince their partners, customers, prospects and others that the whiptail acquisition is more about direct attached storage
(DAS) which includes both internal dedicated and external shared device?

Keep in mind that DAS does not have to mean Dumb A$$ Storage as some might have you believe.

Then there are the more popular questions of who is going to get bought next, what will NetApp, Dell, Seagate, Huawei and a few others do?

Oh, btw, funny how have not seen any of the pubs mention that Whiptail CEO Dan Crain is a former Brocadian (e.g. former Brocade CTO) who happens to be a Cisco competitor, just saying.

Congratulations to Dan and his crew and enjoy life at Cisco.

Stay tuned as the fall 2013 nand flash SSD cache dash and cash dance activities are well underway.

Ok, nuff said (for now).

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)

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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WD buys nand flash SSD storage I/O cache vendor Virident

Storage I/O trends

WD buys nand flash SSD storage I/O cache vendor Virident

Congratulations to Virident for being bought today for $645 Million USD by Western Digital (WD). Virident a nand flash PCIe card startup vendor has been around for several years and in the last year or two has gain more industry awareness as a competitor to FusionIO among others.

There is a nand flash solid state devices (SSD) cash dash occurring, not to mention fast cache dances that is occurring the IT and data infrastructure (e.g. storage and IO) sector specifically.

Why the nand flash SSD cash dash and cache dance?

Here is a piece that I did today over at InfoStor on a related theme that sets the basis of why the nand flash-based SSD market is popular for storage and as a cache. Hence there is a flash cash dash and by some dance for increased storage I/O performance.

Like the hard disk drive (HDD) industry before it which despite what some pundits and profits have declared (for years if not decades) as being dead (it is still alive), there were many startups, shutdowns, mergers and acquisitions along with some transformations. Granted solid-state memories is part of the presence and future being deployed in new and different ways.

The same thing has occurred in the nand flash-based SSD sector with LSI acquiring SANDforce, SANdisk picking up Pliant and Flashsoft among others. Then there is Western Digital (WD) that recently has danced with their cash as they dash to buy up all things flash including Stec (drives & PCIe cards), Velobit (cache software), Virident (PCIe cards), along with Arkeia (backup) and an investment in Skyera.

Storage I/O trends

What about industry trends and market dynamics?

Meanwhile there have been some other changes with former industry darling and highflying stock post IPO FusionIO hitting as market reality and sudden CEO departure a few months ago. However after a few months of their stock being pummeled, today it bounced back perhaps as people now speculate who will buy FusionIO with WD picking up Virident. Note that one of Viridents OEM customers is EMC for their PCIe flash card XtremSF as are Micron and LSI.

Meanwhile Stec, also  now own by WD was also EMCs original flash SSD drive supplier or what they refer to as a EFDs (Electronic Flash Devices), not to mention having also supplied HDDs to them (also keep in mind WD bought HGST a year or so back).

There are some early signs as well as their stock price jumping today which was probably oversold. Perhaps people are now speculating that maybe Seagate who had been an investor in Virident which was bought by WD for $645 million today might be in the market for somebody else? Alternatively, that perhaps WD didn’t see the value in a FusionIO, or willing to make big flash cache cash grabs dash of that size? Also note Seagate won a $630 million (and the next appeal was recently upheld) infringement lawsuit vs. WD (here and here).

Does that mean FusionIO could become Seagate’s target or that of NetApp, Oracle or somebody else with the cash and willingness to dash, grab a chunk of the nand flash, and cache market?

Likewise, there are the software I/O and caching tool vendors some of which are tied to VMware and virtual servers vs. others that are more flexible that are gaining popularity. What about the systems or solution appliances play, could that be in the hunt for a Seagate?

Anything is possible however IMHO that would be a risky move, one that many at Seagate probably still remember from their experiment with Xiotech, not to mention stepping on the toes of their major OEM customer partners.

Storage I/O trends

Thus I would expect Seagate if they do anything would be more along the lines of a component type suppler meaning a FusionIO (yes they have Nexgen, however that could be easily dealt with), OCZ, perhaps even a LSI or Micron however some of those start to get rather expensive for a quick flash cache grab for some stock and cash.

Also, keep in mind that FusionIO in addition to having their PCIe flash cards also have the ioturbine software-caching tool that if you are not familiar with, IBM recently made an announcement of their Flash Cache Storage Accelerator (FCSA) that has an affiliation to guess who?

Closing comments (for now)

Some of the systems or solutions players will survive, perhaps even being acquired as XtremIO was by EMC, or file for IPO like Violin, or express their wish to IPO and or be bought such as all the others (e.g. Skyera, Whiptail, Pure, Solidfire, Cloudbyte, Nimbus, Nimble, Nutanix, Tegile, Kaminario, Greenbyte, and Simplivity among others).

Here’s the thing, those who really do know what is going to happen are not and probably cannot say, and those who are talking what will happen are like the rest of us, just speculating or providing perspectives or stirring the pot among other things.

So who will be next in the flash cache ssd cash dash dance?

Ok, nuff said (for now).

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)

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