R U (e.g. Are you) JASSD about JACD or do you have a case of JAID and JACBUS?
Will RAID RAIN on your cloud parade?
For those who like to keep up on buzzwords (for buzzword bingo) and acronyms, perhaps even FTW (e.g. For the Win), here are some old and new, fun and real ones to ponder.
As to which are real or new, fun or old, I will leave that up to you.
BD = Business Development or Big Data or Backup Device
CEO = Chief Evangelist Officer or Change Everything Often
CJO = Chief Jailable Officer or anyone who is a legal Chief of a company
CMO = Creative Movie Officer or Chief Marketing Officer (same thing)
CNOC = Cloud network operations center
CPOP = Cloud point of presence aka cloud gateway, cloud appliance, cloud middle ware, cloud shims
DC = Direct Current or Diet Coke or Data Center
DTDS+ = Disaster Tolerant Disk Subsystem (Plus)
EMC = Entertaining Movie Creations
HP = Has printers and PCs
IBM = Itty Bitty Machine company or I Buy Mainframes
iHop = International House of pancakes or iPhone bouncing on floor
JACBUS = Just Another Cloud Backup Service
JACD = Just Another Cloud Device
JAFD = Just Another Flash Device
JAiD = Just Another iSCSI Device or Just Another iProduct Device
JAM = Producer of Tree size SRM tools or a U.S. concert promoter
JASSD = Just Another SSD
MIA = Missing In Action or airport code for Miami International Airport
MSP = My Storage Please or Minneapolis St. Paul Airport code
NetApp = Neat effective technology And product portfolio
PIROMA = Ask someone you know who has been in capacity planning
RAID = Redundant Array of Independent Disks or bug spray
RAIN = Redundant Array of Independent Nodes or something that falls from the clouds
RPD = Revenue prevention department: Groups, entities or management layers that get in the way of getting results done
Truth Squads = Teams representing various vendors or organizations that try to get you to see things their way
WATN = Where Are They Now: Former vendors or service providers that are now MIA
XaaS = Plug in what ever you like for X as a Service
Here is an article by Drew Robb over at Enterprise Storage Forum about Fibre Channel over Ethernet (FCoE) and its state of adoption. Drews article includes comments and perspectives from myself around where FCoE is going and why it is on a long road and not a sprint for a short temporal technology play (e.g. not a quick passing fad or bandwagon trend).
If you measure FCoE adoption in months, sure, its been slow to gain adoption and deployment similar to how Ethernet, Fibre Channel (FC) and even iSCSI took time to evolve. Part of the time involved is for developing the standards, implementing the technology as well as expanding the capabilities of the new tools. Another part of the time required for technologies that are targeted to be around for a decade or more include ecosystem maturity, education not to mention customers being comfortable with along with having budget to buy the new items.
I have previously said that FCoE was in the trough of disillusionment and depending on your view, that could be either entering, exiting or there to stay. Not surprisingly some cheerleaders thought that saying FCoE was in the trough of disillusionment was being cynical, while some cynics were cheerleading.
My point around FCoE is that any technology or paradigm that goes through a hype cycle that will actually have long term legs or be around for years if not decades goes through a post initial hype disillusionment phase before reappearing. Technologies or trends that go through the trough of disillusionment that will eventually reappear sometimes go to Some Day Isle for rest and relaxation (R and R). Some Day Isle for those not familiar with it is a visional or fictional place that some day you will go to, a wishful happy place so to speak that is perfect for hyperbole R and R. After some R and R, these trends, technologies or techniques often reappear well rested and ready for the next wave of buzz, fud, hype and activity.
Certainly there have been and will continue to be more battles or matches tied to early deployments along with plenty of hype or FUD. After all, if FCoE were to simply pack up and go away like some cynics or naysayers suggest, what will they have to talk, blog, write or speak about? Similarly if FCoE magically goes mainstream tomorrow, the cheerleaders will have to find a new bandwagon or Shiny New Toy (SNT) to rally around.
Also as I have said in the past, its not if, rather when FCoE will be deployed in yours or your customers environment along with how and using what tools or technologies. Another question to pose around FCoE as a converged technology is will you use it in a true converged manner meaning adapting how server, storage and networking resources are managed including best practices? Or, will you use FCoE in a hybrid SAN or LAN mode using traditional SAN and LAN management practice and separate teams perhaps even battling over who owns the tools or technology.
Fwiw, in case you did not pick up on it from my previous posts, tips, articles and coverage in books, I think that FCoE has a very bright future as does NAS and iSCSI along with shared SAS as complimentary technologies when used for the applicable scenario.
What is your take, Is FCoE struggling to gain traction?
Is FCoE on a normal technology evolution path and timeline?
Is it too early to tell what the future holds for FCoE?
Losing data means that you have no backup or copy of the information thus it is gone. This means there are no good valid backups, snapshots, copies or archives that can be used to restore or recover the information.
Losing access to data means that there is a copy of it somewhere however it will take time to make it usable (no data was actually lost). How long you have to wait until the data is restored or recovered will vary and during that time it may seem like data was lost.
Second, industry hype for and against clouds serves as a lighting rod for when things happen.
Lighting recently struck (or at least virtually) with some outages (see links below) including at Google Gmail.
Cloud crowd cheerleaders may need a hug to feel good while they or their technology get tossed about a bit. Google announced that they had a service disruption recently however that data was not lost, only loss of access for a period of time.
Lets take a step back before going forward.
With the Google Gmail disruption, following on previous incidents, true cynics and naysayers will probably jump on the anti cloud FUD feeding frenzy. The true cloud cynics will tell the skeptics all about cloud challenges perhaps never having had actually used any service or technology themselves.
Cloud crowd cheerleaders are generally a happy go lucky bunch with virtual beliefs and physical or real emotions. Cloud crowd cheerleaders have a strong passion for their technology or paradigm taking it various serious in some instances perceiving attacks or fud against cloud as an attack on them or their belief. Some cheerleaders will see this post as snarky or cynical (ok, get over it already).
Then there are the skeptics or interested audience who are not complete cynics or cheerleaders (those in the middle 80 percent of the above chart).
Generally speaking they want to learn more, understand issues to work around or take appropriate steps and institute best practices. They see a place for MSP or cloud services for some things to compliment what they are currently doing and tend to be the majority of audiences outside of special interest, vendor or industry trade groups.
Some additional thoughts, comments and perspectives:
Loss of data means you cannot get it back to a specific RPO (Recovery Point Objective or how much data you can afford to lose). Loss of access to data means that you cannot get to your data until a specific RTO (Recovery Time Objective).
Tiered data protection, RTO and RPOs, align technique and technology to SLO needs
RTO and RPOs
RAID and replication provide accessibility to data not data protection. The good news with RAID and replication or mirroring is if you make a change to the data it is copied or protected. The bad news is if it is deleted or corrupted that error or problem is also replicated.
Backup, snapshots, CDP or other time interval based techniques protect data against loss however may require time to restore, recovery or refresh from. A combination of data availability and accessibility along with time interval based protection are needed (e.g. the two previous above items should be combined). CDP should also mean complete, consistent, coherent or comprehensive data protection including data in application or VM buffers.
Any technology will fail either on its own or via human intervention or lack of configuration. It is not if rather when as well as how gracefully a failure along with fault isolation occurs and is remediate (corrected). There is generally speaking, no such thing as a bad technology, rather poor or inappropriate use, configuration or deployment of it.
Protect onsite data with offsite mediums including MSP or cloud backup services while keeping a local onsite copy. Why keep an onsite local copy when using a cloud? Simple, when you lose access to the cloud or MSP for extended periods of time, if needed you have a copy of data to work with (assuming it is still valid). On other hand, important data that is onsite needs to be kept offsite. Hence cloud and MSP should compliment what is done for data protection and vise versa. Thats what I do, is what you do?
The technology golden rule which applies to cloud and virtualization is whoever controls the management of the technology controls the gold. Leverage CDP, which is Commonsense Data Protection or Cloud Data Protection. Hops are great in beer (as well as some other foods) however they add latency including with networks. Aggregation can cause aggravation, not everything can be consolidated, however much can be virtualized.
Data Storage in the Cloud: Read Your SLA Carefully
Closing thoughts and comments (for now) regarding clouds.
Its not if, rather when, where, why, how and with what will you leverage a cloud or MSP technologies, products, service, solution or architectures to compliment your environment.
How will cloud or MSP work for you vs. you working for it (unless you actually do work for one of them).
Dont be scared of clouds or virtualization, however look before you leap!
BTW, for those in the Minneapolis St. Paul area (aka the other MSP), check out this event on March 15, 2011. I have been invited to talk about optimizing your data storage and virtual environments and be prepared to take advantage of cloud computing opportunities as they mature.
You have been told by someone or determined on your own that it is time for a new server, however what to get?
A blade server, rack mount, floor model, physical or virtual perhaps cloud?
How about one that is fully configured and accessorized to meet your specific environments needs?
There are several considerations involving what type of server or computer is needed to meet your specific needs or application requirements. Options include price, packaging, vendor preferences, blade center, freestanding, 1U rack mount, virtual and cloud support, with or without storage and networking, performance as well as power and cooling among other considerations.
Here is a link (PDF version here, may require registration) to an article that I put together to help determine your needs as well as consider various options for your next server.
Welcome to the Winter 2011 edition of the Server and StorageIO Group (StorageIO) newsletter. This follows the Fall 2011 edition.
You can access this news letter via various social media venues (some are shown below) in addition to StorageIO web sites and subscriptions. Click on the following links to view the Winter 2011 edition as an HTML or PDF or, to go to the newsletter page to view previous editions.
What do VARs and Clouds as well as MSPs have in common?
Several things it turns out:
Some Value Added Resellers (VARS) (links to VAR related content and comments here, here and here) sell cloud services or solutions
Some VARs are also cloud or managed solutions providers (MSPs) themselves, thus some cloud or MSPs are VARs
Some VARs, cloud and MSPs compete on lowest or cheapest price
Some VARs, cloud and MSPs have diverse product offering portfolios
Some VARs, cloud and MSPs compete on value (e.g. not price)
Some VARs, cloud and MSPs value is in the trust, security and peace of mind that they provide to their client
For some, the value of a given VAR, cloud or MSP is the ability to shop around for a resource to get the lowest price.
For others, the value of a given VAR, cloud or MSP is the ability to get the best value which may not be the lowest price rather the most effective overall cost per services with trust, security, experience and peace of mind provided.
Value to often is confused with being cheap or lowest cost.
Value can also mean a higher price that includes more thus providing a better effective option (e.g. super size it).
On the other hand, higher priced should not be confused with always being a better product, service or solution.
You may find that the initial low cost requires other add on fees or activation charges, surcharges for use or activity along with optional services to make the solution useful all resulting in an overall higher amount to be paid.
Lowest cost may result in a bargain now and then if that fits your needs.
Value can also mean a better option providing an improved return on investment if a solution or service meets and exceeds your needs and expectations.
As an example, I recently switched from a cloud backup MSP (Mozy) not due to cost (costs would have gone down with their recent service plan announcement) rather I needed more value and functionality. With my new cloud backup MSP I get more functionality and capability that I can continue to grow into even though the price per GByte is higher than with my previous provider. What made the change of positive is what I get in the higher fee per GByte that in the end, actually makes it more affordable, not cheaper, just better value and return on investment.
For some low cost is value while for others, value is more than lowest cost including what you get for a given fee including trust, security, service and experience among other items. Different people will have different requirements or needs for what is or is not value.
If you do not like the term value, then try price performer.
Bottom line for now, with VARs, MSPs and Cloud (Public or private) dont be scared, however look before you leap!
All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved
Doing research in several different areas as well as working with clients on various project activities, many of which that are NDA.
Getting some recently finished content ready to appear on the main web site as well as in the blog and other venues.
Attending vendor events and briefing sessions on solutions some of which are yet to be announced.
Enjoying the cold and snowy winter as best as can be (see some videos here) while trying to avoid cold and flue season.
In addition to the above, I have been trying to stay very focused on is getting my new book which is titled Cloud and Virtual Data Storage Networking (CRC) wrapped up for a summer 2011 release. This is my third solo book project that is in addition to co writing or contributing to several other book projects.
Im doing the project the old fashioned way which means writing it myself as opposed to using ghost writers along with a traditional publishing house (CRC, same as my last book) all of which takes a bit more time. For anyone who has done a project like this you know what is involved. For those who have not it includes research, writing, editing, working with editors and copyeditors, subject matter experts doing initial reviews, illustrations and page layouts, markups, more edits and proofs. Then there are the general project management activities along with marketing and rollout plans, companion presentation material working with the publisher and others.
Anyway, hope you are all doing well, look forward to sharing more with you soon, now it is time to get back to work…
There are no hidden charges or fees, you will not be obligated to pay a fee or subscribe to a service, or be called or contacted via a sales or account manager person to buy something. Nor will you be required to sign up for a annual or short term retainer, make a donation, honorarium, endowment, contribution, subsidy, renumerate or sponsor in any other manner directly or via indirect means including second, third, fourth or by way of other virtual means or physical means. This also means via other organizations, venues, institutes, associations, communities, events or causes. (Btw, that is some industry humor some will get however to others that feel it is poking fun of their lively hoods, too bad!)
Your contact information will not be sold, bartered, traded, borrowed or abused being kept confidential nor will you be called or bothered (contact me if somebody does reach out to you). However you may get an occasional Server and StorageIO newsletter sent to you via email (privacy and disclosure statement can be found here).
There is however one small caveat and that is no spamming and direct submissions on yours or your companies behalf. If you are a public relations firm feel free to submit on behalf of your own organization, however have your clients submit on their own (or use their identity when doing so on their own behalf).
Why do I make this links page and list available for free to those who read it, as well as to those who are on it?
Simple, I use it myself to keep a list of companies, firms or organizations that are involved with data infrastructures (servers, storage, I/O and networking, hardware, software, services) that I have come across and worth keeping track of that I also feel worth sharing with others.
Still interested, all you need to do is the following:
No SPAM submission please
Please do not submit via web or blog page unless you want your contact information known to others.
Send an email to links at storageio dot com that includes the following:
1. Your company name 2. Your company URL 3. Your company contact person (you or someone else) including: Name Title or position Phone or Skype Email Optional twitter
4. Brief 40 character or less description of what you do, or solution categories (tip, avoid superlatives, see links page for ideas)
5. Optionally indicate to DND (Do Not Disturb) you with email newsletters, coverage or mentions.
Again, please, No Spam!
Its that simple.
Now its up to you to decide if you want to be included or not.
All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved
The other day NetApp announced that it was planning on doing another acquisition following on their recent purchase of Bycast (policy based storage and management software).
This time, NetApp is doing yet another software acquisition of Infrastructure Resource Management (IRM) as well as End to End (E2E) cross technology domain management and Storage or Systems Resource Analysis (SRA) startup Akorri which also builds on its past acquisition of SRA solution Onaro.
Is this a good move by NetApp?
Assuming they got a good price, yes, this has very potential for NetApp assuming they can assimilate the solution as well as articulate where it fits complimenting its other management tools including SANscreen (aka Onaro).
Is Akorii a good product?
Yes, most of the customers and var partners of Akorri that I talk to have great things to say and having looked into the technology, it has lots of good potential for NetApp. However, there is a common theme around Akorri that has been its high price, something that was also heard from Onaro customers before NetApp did that acquisition. If NetApp can leverage its direct as well as partner touch to reduce the cost of sale for Akorri as well as rationalize the pricing or at least better articulate the value proposition to make it a must have vs nice to have, they can do well.
The importance of E2E awareness of IT resources across different technology domains (or focus areas) is that you can not effectively manage what you do not have timely access or visibility into. Hence the theme of session being You cannot effectively manage what you do not know about in a timely manner. I recently did a couple of Industry Trends and Perspectives webcast events around the topic and themes of End to End (E2E) awareness and cross domain (or technology) management insight for cloud, virtual and other abstracted as well as physical IT environments.
All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved
What records will EMC break in NYC January 18, 2011?
In case you have not seen or heard, EMC is doing an event next week in New York City (NYC) at the AXA Equitable Center winter weather snow storm clouds permitting (and adequate tools or technologies to deal with the snow removal), that has a theme around breaking records. If you have yet to see any of the advertisements, blogs, tweets, facebook, friendfeed, twitter, yourtube or other mediums messages, here (and here and here) are a few links to learn more as well as register to view the event.
Click on the above image to see more
There is already speculation along with IT industry wiki leaks of what will be announced or talked about next week that you can google or find at some different venues.
The theme of the event is breaking records.
What might we hear?
In addition to the advisor, author, blogger and consultant hats that I wear, Im also in the EMCs analysts relations program and as such under NDA, consequently, what the actual announcement will be next week, no comment for now. BTW, I also wear other hats including one from Boeing even though I often fly on Airbus products as well.
Other hats I wear
However, how about some fun as to what might be covered at next weeks event with getting into a wiki leak situation?
A no brainier would be product (hardware, software, services) related as it is mid January and if you have been in the industry for more than a year or two, you might recall that EMC tends to a mid winter launch around this time of year along with sometimes an early summer refresh. Guess what time of the year it is.
Im guessing lots of superlatives, perhaps at a record breaking pace (e.g. revolutionary first, explosive growth, exponential explosive growth, perfect storm among others that could be candidates for the Storagebrain wall of fame or shame)
Maybe we will even hear that EMC has set a new record of number of members in Chads army aka the vspecialists focused on vSphere related topics along with a growing (quietly) number of Microsoft HyperV specialist.
That EMC has a record number of twitter tweeps engaged in conversations (or debates) with different audiences, collectives, communities, competitors, customers, individuals, organizations, partners or venues among others.
Possibly that their involvement in the CDP (Carbon Disclosure Project) has resulted in enough savings to offset the impact of hosting the event making it carbon and environment neutral. After all, we already know that EMC has been in the CDP as in Continual or Constant Data Protection as well as Complete or Comprehensive Data Protection along with Cloud Data Protection not to mention Common Sense Data Protection (CSDP) for sometime now.
Perhaps something around the number of acquisitions, patents, products, platforms, products and partners they have amassed recently.
For investors, wishful thinking that they will be moving their stock into record territories.
Im also guessing we will hear or see a record number of tweets, posts, videos and stories.
To be fair and balanced, Im also expecting a record number of counter tweets, counter posts, counter videos and counter stories coming out of the event.
Some records I would like to see EMC break however Im not going to hold my breath at least for next week include:
Announcement of upping the game in performance benchmarking battles with record setting or breaking various SPC benchmark results submitted on their own (instead of via a competitor or here) in different categories of block storage devices along with entries for SSD based, clustered and virtualized. Of course we would expect to hear how those benchmarks and workload simulations really do not matter which would be fine, at least they would have broken some records.
Announcement of having shipped more hard disk drives (HDD) than anyone else in conjunction with shipping more storage than anyone else. Despite being continually declared dead (its not) and SSD gaining traction, EMC would have a record breaking leg to stand on if the qualify amount of storage shipped as external or shared or networked (SAN or NAS) as opposed to collective (e.g. HP with servers and storage among others).
Announcement that they are buying Cisco, or Cisco is buying them, or that they and Cisco are buying Microsoft and Oracle.
Announcement of being proud of the record setting season of the Patriots, devastated to losing a close and questionable game to the NY Jets, wishing them well in the 2010 NFL Playoffs (Im just sayin…).
Announcement of being the first vendor and solution provider to establish SaaS, PaaS, IaaS, DaaS and many other XaaS offerings via their out of this world new moon base (plans underway for Mars as part of a federated offering).
Announcement that Fenway park will be rebranded as the house that EMC built (or rebuilt).
Disclosure: I will be in NYC on Tuesday the 18th as one of EMCs many guests that they have picked up airfare and lodging, thanks to Len Devanna and the EMC social media crew for reaching out and extending the invitation.
Other guests of the event will include analysts, advisors, authors, bloggers, beat writers, consultants, columnist, customers, editors, media, paparazzi, partners, press, protesters (hopefully polite ones), publishers, pundits, twitter tweepps and writers among others.
I wonder if there will also be a record number of disclosures made by others attending the event as guests of EMC?
All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved
I recently did a couple of Industry Trends and Perspectives webcast events around the topic and themes of End to End (E2E) awareness and cross domain (or technology) management insight for cloud, virtual and other abstracted as well as physical IT environments.
The importance of E2E awareness of IT resources across different technology domains (or focus areas) is that you can not effectively manage what you do not have timely access or visibility into. Hence the theme of session being You cannot effectively manage what you do not know about in a timely manner.
Here is the abstract for the webcast:
Virtualization, clouds and other forms of abstraction help IT organizations enable flexible and scalable services delivery. While abstraction of underlying resources simplifies services delivery from an IT customers perspective, additional layers of technology along with interdependencies still need to be tracked as well as managed. A key enabler for IT organizations is having end to end (E2E) situational awareness of available resources and how they are being used. By having timely situational awareness across various technology domains, IT organizations gain insight into how resources can be more effectively deployed in an efficient manner.
Join independent IT industry analyst, author and blogger Greg Schulz as he looks at common challenges as well as opportunities for leveraging E2E situational awareness to remove blind spots from efficient effective IT services delivery. Greg will look several scenarios including among others cost reduction, maximize resource usage, shrink migration and data consolidation times for cloud, virtual and traditional IT environments while maintaining or enhancing IT services delivery.
If you are interested in IT Infrastructure Resource Management (IRM) of servers, storage, IO networking, virtualization, cloud, backup or restore, optimization as well as cloud or legacy environments and metrics, I invite you to view the following web cast.
Click on the above image to access the BrightTalk web cast from their recent Virtualization Summit series (may require registration)
If you are interested, here is a link to a previous post I did on E2E management, SRA (systems or storage resource analysis) and management insight along with a recent related white paper sponsored by SANpulse that you can access here.
All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved
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:
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.
All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved
Is vendor lockin caused by vendors, their partners or by customers?
In my opinion vendor lockin can be from any or all of the above.
What is vendor lockin
Vendor lockin is a situation where a customer becomes dependent or locked in by choice or other circumstances to a particular supplier or technology.
What is the difference between vendor lockin, account control and stickiness?
Im sure some marketing wiz or sales type will be happy to explain the subtle differences. Generally speaking, lockin, stickiness and account control are essentially the same, or at least strive to obtain similar results. For example, vendor lockin too some has a negative stigma. However vendor stickiness may be a new term, perhaps even sounding cool thus it is not a concern. Remember the Mary Poppins song a spoon full of sugar makes the medicine go down? In other words sometimes changing and using a different term such as sticky vs vendor lockin helps make the situation taste better.
Is vendor lockin or stickiness a bad thing?
No, not necessarily, particularly if you the customer are aware and still in control of your environment.
I have had different views of vendor lockin over the years.
These have varied from when I was a customer working in IT organizations or being a vendor and later as an advisory analyst consultant. Even as a customer, I had different views of lockin which varied depending upon the situation. In some cases lockin was a result of upper management having their favorite vendor which meant when a change occurred further up the ranks, sometimes vendor lockin would shift as well. On the other hand, I also worked in IT environments where we had multiple vendors for different technologies to maintain competition across suppliers.
As a vendor, I was involved with customer sites that were best of breed while others were aligned around a single or few vendors. Some were aligned around technologies from the vendors I worked for and others were aligned with someone elses technology. In some cases as a vendor we were locked out of an account until there was a change of management or mandates at those sites. In other cases where lock out occurred, once our product was OEMd or resold by an incumbent vendor, the lockout ended.
Some vendors do a better job of establishing lockin, account management, account control or stickiness than compared to others. Some vendors may try to lock a customer in and thus there is perception that vendors lock customers in. Likewise, there is a perception that vendor lockin only occurs with the largest vendors however I have seen this also occur with smaller or niche vendors who gain control of their customers keeping larger or other vendors out.
Sweet, sticky Sue Bee Honey
Vendor lockin or stickiness is not always the result of the vendor, var, consultant or service provider pushing a particular technology, product or service. Customers can allow or enable vendor lockin as well, either by intent via alliances to drive some business initiative or accidentally by giving up account control management. Consequently vendor lockin is not a bad thing if it brings mutual benefit to the suppler and consumer.
On the other hand, if lockin causes hardship on the consumer while only benefiting the supplier, than it can be a bad thing for the customer.
Do some technologies lend themselves more to vendor lockin vs others?
Yes, some technologies lend themselves more to stickiness or lockin then others. For example, often big ticket or expensive hardware are seen as being vulnerable to vendor lockin along with other hardware items however software is where I have seen a lot of stickiness or lockin around.
However what about virtualization solutions after all the golden rule of virtualization is whoever controls the virtualization (hardware, software or services) controls the gold. This means that vendor lockin could be around a particular hypervisor or associated management tools.
How about bundled solutions or what are now called integrated vendor technology stacks including PODs (here or here) or vBlocks among others? How about databases, do they enable or facilitate vendor lockin? Perhaps, just like virtualization or operating systems or networking technology, storage system, data protection or other solutions, if you let the technology or vendor manage you, then you enable vendor lockin.
Where can vendor lockin or stickiness occur?
Application software, databases, data or information tools, messaging or collaboration, infrastructure resource management (IRM) tools ranging from security to backup to hypervisors and operating systems to email. Lets not forget about hardware which has become more interoperable from servers, storage and networks to integrated marketing or alliance stacks.
Another opportunity for lockin or stickiness can be in the form of drivers, agents or software shims where you become hooked on a feature functionality that then drives future decisions. In other words, lockin can occur in different locations both in traditional IT as well as via managed services, virtualization or cloud environments if you let it occur.
Keep these thoughts in mind:
Customers need to manage their resources and suppliers
Technology and their providers should work for you the customer, not the other way around
Technology providers conversely need to get closer to influence customer thinking
There can be cost with single vendor or technology sourcing due to loss of competition
There can be a cost associated with best of breed or functioning as your own integrator
There is a cost switching from vendors and or their technology to keep in mind
Managing your vendors or suppliers may be easier than managing your upper management
Vendors sales remove barriers so they can sell and setting barriers for others
Virtualization and cloud can be both a source for lockin as well as a tool to help prevent it
As a customer, if lockin provides benefits than it can be a good thing for all involved
Ultimately, its up to the customer to manage their environment and thus have a say if they will allow vendor lockin. Granted, upper management may be the source of the lockin and not surprisingly is where some vendors will want to focus their attention directly, or via influence of high level management consultants.
So while a vendors solution may appear to be a locked in solution, it does not become a lockin issue or problem until a customer lets or allows it to be a lockin or sticky situation.
What is your take on vendor lockin? Cast your vote and see results in the following polls.
Is vendor lockin a good or bad thing?
Who is responsible for managing vendor lockin
Where is most common form or concern of vendor lockin
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.
A few months ago IBM bought a Data Footprint Reduction (DFR) technology company called Storwize (read more about DFR and Storwize Real time Compression here, here, here, here and here).
A couple of weeks ago IBM renamed the Storwize real time compression technology to surprise surprise, IBM real time compression (wow, wonder how lively that market focus research group study discussion was).
Subsequently IBM recycled the Storwize name in time to be used for the V7000 launch.
Now to be clear right up front, currently the V7000 does not include real time compression capabilities, however I would look for that and other forms of DFR techniques to appear on an increasing basis in IBM products in the future.
IBM has a diverse storage portfolio with good products some with longer legs than others to compete in the market. By long legs, that means both technology and marketability for enabling their direct as well as partners including distributors or vars to effectively compete with other vendors offerings.
The enablement capability of the V7000 will be to give IBM and their business partners a product that they will want go tell and sell to customers competing with Cisco, Dell, EMC, Fujitsu, HDS, HP, NEC, NetApp and Oracle among others.
What about XIV?
For those interested in XIV regardless of if you are a fan, nay sayer or simply an observer, here, here and here are some related posts to view if you like (as well as comment on).
Back to the V7000
A couple of common themes about the IBM V7000 are:
It appears to be a good product based on the SVC platform with many enhancements
Branding the storwize acquisition as real-time compression as part of their DFR portfolio
Confusion about using the Storwize name for a storage virtualization solution
Lack of Data Footprint Reduction (DFR) particularly real-time compression (aka Storwize)
Yet another IBM storage product adding to confusion around product positioning
Common questions that Im being asked about the IBM V7000 include among others:
Is the V7000 based on LSI, NetApp or other third party OEM technology?
No, it is based on the IBM SVC code base along with an XIV like GUI and features from other IBM products.
Is the V7000 based on XIV?
No, as mentioned above, the V7000 is based on the IBM SVC code base along with an XIV like GUI and features from other IBM products.
Does the V7000 have DFR such as dedupe or compression?
No, not at this time other than what was previously available with the SVC.
Does this mean there will be a change or defocusing on or of other IBM storage products?
IMHO I do not think so other than perhaps around XIV. If anything, I would expect IBM to start pushing the V7000 as well as the entire storage product portfolio more aggressively. Now there could be some defocusing on XIV or put a different way, putting all products on the same equal footing and let the customer determine what they want based on effective solution selling from IBM and their business partners.
What does this mean for XIV is that product no longer the featured or marquee product?
IMHO XIV remains relevant for the time being. However, I also expect to be put on equal footprint with other IBM products or, if you prefer, other IBM products particularly the V7000 to be unleashed to compete with other external vendors solutions such as those from Cisco, Dell, EMC, Fujitsu, HDS, HP, NEC, NetApp and Oracle among others. Read more here, here and here about XIV remaining relevant.
Why would I not just buy an SVC and add storage to it?
That is an option and strength of SVC to sit in front of different IBM storage products as well as those of third party competitors. However with the V7000 customers now have a turnkey storage solution to sell instead of a virtualization appliance.
Is this a reaction to EMC VPLEX, HDS VSP, HP SVSP or 3PAR, Oracle/Sun 7000?
Perhaps it is, perhaps it is a reaction to XIV, and perhaps it is a realization that IBM has a lot of IP that could be combined into a solution to respond to a market need among many other scenarios. However, IBM has had a virtualization platform with a decent installed base in the form of SVC which happens to be at the heart of the V7000.
Does this mean IBM is jumping on the using off the shelf server instead of purpose built hardware for storage systems bandwagon like Oracle, HP and others are doing?
If you are new to storage or IBM, it might appear that way, however, IBM has been shipping storage systems that are based on general purpose servers for a couple for a couple of decades now. Granted, some of those products are based on IBM Power PC (e.g. power platform) also used in their pSeries formerly known as the RS6000s. For example, the DS8000 series similar to its predecessors the ESS (aka Shark) and VSS before that have been based on the Power platform. Likewise, SVC has been based on general purpose processors since its inception.
Likewise, while only generally deployed in two node pairs, the DS8000 is architected to scale into many more nodes that what has been shipped meaning that IBM has had clustered storage for some time, granted, some of their competitors will dispute that.
How does the V7000 stack up from a performance standpoint?
Interestingly, IBM has traditionally been very good if not out front running public benchmarks and workload simulations ranging from SPC to TPC to SPEC to Microsoft ESRP among others for all of their storage systems except one (e.g. XIV). However true to traditional IBM systems and storage practices, just a couple of weeks after the V7000 launch, IBM has released the first wave of performance comparisons including SPC for the V7000 which can be seen here to compare with others.
What do I think of the V7000?
Like other products both in the IBM storage portfolio or from other vendors, the V7000 has its place and in that place which needs to be further articulated by IBM, it has a bright future. I think that the V7000 for many environments particularly those that were looking at XIV will be a good IBM based solution as well as competitor to other solutions from Dell, EMC, HDS, HP, NetApp, Oracle as well as some smaller startups providers.
Comments, thoughts and perspectives:
IBM is part of a growing industry trend realizing that data footprint reduction (DFR) focus should expand the scope beyond backup and dedupe to span an entire organization using many different tools, techniques and best practices. These include archiving of databases, email, file systems for both compliance and non compliance purposes, backup/restore modernization or redesign, compression (real-time for online and post processing). In addition, DFR includes consolidation of storage capacity and performance (e.g. fast 15K SAS, caching or SSD), data management (including some data deletion where practical), data dedupe, space saving snapshots such as copy on write or redirect on write, thin provisioning as well as virtualization for both consolidation and enabling agility.
IBM has some great products, however too often with such a diverse product portfolio better navigation and messaging of what to use when, where and why is needed not to mention the confusion over the current product dejur.
As has been the case for the past couple of years, lets see how this all plays out in a year or so from now. Meanwhile cast your vote or see the results of others as to if XIV remains relevant. Likewise, join in on the new poll below as to if the V7000 is now relevant or not.
Note: As with the ongoing is XIV relevant polling (above), for the new is the V7000 relevant polling (below) you are free to vote early, vote often, vote for those who cannot or that care not to vote.
Here are some links to read more about this and related topics:
All Comments, (C) and (TM) belong to their owners/posters, Other content (C) Copyright 2006-2024 Server StorageIO and UnlimitedIO LLC All Rights Reserved