Storage Nation

Last night, IDC released their storage market share analysis for what happened in Q2.  Some things remained the same, other parts seem to be changing. And if you watch this market as closely as I do, it's worth reviewing some of the more interesting bits. What You Need To Know For many years, IDC has published the most authoritative numbers on storage hardware and software sales.  While no methodology is perfect, I've come to view IDC's numbers as absolutely essential to anyone in the storage business. EMC doesn't give IDC access to any privileged information, they have to figure things out from published reports.  Generally speaking, IDC's estimates of EMC's business are usually within a few points (plus or minus) of our own.

As I sit back and contemplate the last few weeks, I keep coming to the same conclusion.  The market has clearly expressed its strong interest in all things cloud-like, and just about every technology vendor on the planet — large and small — is frantically repositioning themselves just as quickly as possible. Whatever "tipping point" we all were waiting for, it's clearly happened.  Game on. And I think this rapid shift has caught many in the IT industry by surprise: technology vendors, system integrators, consultants — few people are really interested in IT as usual.  Everyone wants to talk about the cloud.

In my discussions with customers, I often ask the "V" question: how are you doing with virtualization? Occasionally I get an interesting response: they're entrenched IBM customer, and they point to the use of virtualization on their mainframe, and perhaps their big AIX boxen, and say they're largely virtualized.  Asked and answered. I need to ask them a better question: how are you doing with pooling of resources? The Bigger The Better Any time you pool resources, you're angling for a better outcome.  Lower cost-to-serve through scale efficiencies.  The ability to load-level across multiple, shifting demands.  Being able to react quickly to new and unforseen demands.  Efficient processes that manage resources in the aggregate, rather than individually

Every so often, a well-understood category in IT becomes completely up-for-grabs in terms of answering the question: what's next?  Clearly, how we think about enterprise desktops and delivering end-user computing is now very much in play. The many announcements coming from VMworld only underscores this point

I know, there's a LOT to read and digest coming out of VMworld these days. As an occasionally proliferate blogger myself, I have to hand it to Chad — he's turned loose a veritable supernova of meaty and significant technology-oriented posts in the last few days.  I'm impressed, and I don't impress easily.  I know how much work is behind each and every one of these posts. If you have a moment, please check these out: vCloud Director and UIM VPLEX, Long Distance VM Teleportation, and a great offer ..

So here , we showed how vSphere 4.1 SIOC and EMC FAST can work together to make DRS for storage possible today.

Lots of activity at VMworld this week, plus the predictable flurry of vendor announcements.

The ongoing battle for 3Par by HP & Dell tells us much more about the state of the IT Industry than just the desires of two companies to acquire some interesting storage tech.  It signals an acceptance that storage is a key feature in the future direction of the IT industry – more important than networking and almost as important as the virtualisation platform itself. This may seem like a bold statement to make, however we need to look forward to where the industry is headed.  First of all, vendors want us to buy their unified hardware stacks; it represents that move back to a consolidated architecture that kept one vendor dominant in the mainframe days – IBM.  “No-one gets fired for buying IBM” the saying goes (or used to go), demonstrating how IBM was seen as the data centre supplier for all things computing in the 70’s and 80’s.  Of course we know that politics within organisations and the cost of IBM hardware eventually broke the monopoly, but the status quo worked well for many companies for many years.

The recent proposed acquisition of 3Par by Dell and/or HP has made me think a little more about the direction the storage industry is taking in terms of their storage array design architecture.  Since storage arrays became a category of devices in their own right, we’ve seen the growth of the monolithic, sometimes called Enterprise storage array.  Hu Yoshida discusses the subject on one of his recent blog posts .  Looking at the wide range of storage devices, I’ve categorised arrays into the following groups: Monolithic – this architecture is characterised by Hitachi USP, HP XP & EMC DMX and consists of a shared memory architecture and multiple redundant components. Multi-Node – these devices use loosely coupled storage “nodes” with a high-speed interconnect providing scalability by adding extra nodes to the storage “cluster”.  Products in this category include EMC VMAX and 3Par InServ. Closely Coupled Dual Controller – this is the typical “modular” storage architecture characterised by IBM DS8000, EMC CLARiiON, Hitachi AMS and HP EVA

Quite suddenly, 3PAR is a very hot company.  To a lot of people, especially those who are unfamiliar with the storage industry, one of the obvious questions is "Who are these people and where did they come from?" The answer is that the company was formed by a group of server-cluster engineers from Sun and has been around for over a decade developing and selling large scale storage products designed for something that used to be called "utility computing" seven years ago, but today is just called "the cloud". We've been very successful with our cloud strategy and have 7 of the top 10 IAAS (infrastructure-as-a-service) customers as clients.  3PAR products work very hard in the background for a lot of household-name customers.