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.

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 ..

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

Just wanted to share the most recent (and the funniest!) EMC 20% Guarantee video, this one starring Oggie — The Prince of Dataness.

Two bits of news, oddly correlated. First, there's EMC's recent SPEC benchmark posting, where a single Intel-based Celerra data mover absolutely *smokes* every other NAS device out there.

The twitterverse is busy again today with discussions surrounding EMC's us of spambots to generate views of videos they are trying to make viral.  If you are interested in seeing what is being said, check out these people's tweets and you'll be off on a trip down a dark hole.  @ johnful ,    @ dvellante ,    @ sfoskett ,    @ valb00 ,    @ furrier Here are a couple cartoons I made about it last week from my new cartoon, Ineption : Netapp's Val Bercovici suggest this viral spamming as the end of innocence in social media, but innocence exited the social media stage long ago.  I'm much more concerned about how large companies like EMC can use social media to suggest product and customer relationships that stretch the truth well beyond the impressions that a reader might take away from reading suggestive blog posts from respected corporate voices. As "unofficial company statements" that are more influential than press releases, social media pieces can distort things in a way that more-accountable corporate marketing are not allowed to. Last week, Chad Sakac and Chuck Hollis published blog posts that pointed to an EMC white paper about details of a VMAX implementation at Terremark, an excellent 3PAR customer.  Readers of these posts would probably think that VMAX was being used as the storage behind Terremark's multi-tenant,  Enterprise Cloud service offering.  That would be stretching things more than just a little bit.  I commented on both blogs and the responses to my comments were interesting.  I guess I feel a little kinder towards Chad as a result.  It is possible that somewhere in the world, a VMAX is being used by Terremark.  One would expect Terremark to be looking at various storage platforms as a matter of course, it only makes sense for them. After all, VMware made a significant investment in Terremark last year and we all know who owns VMware.

  Well, it’s here.

One of the bigger news stories to come out of EMC World today is the announcement of VPLEX . Like anything relatively new, it will take a while for people to fully understand the rationale and the strategy behind the product.  It took me a good while before I got a full grasp on the implications of this new technology.  But I can be slow to understand new concepts … maybe you'll do better! Building The Really Big Resource Pool Let's oversimplify — to get better utilization and responsiveness from IT infrastructure, we all want to create big pools of resources.  Call it a cloud, call it whatever you want — the goal is to create a dynamic, liquid pool of resources that all can use.  VMware is doing this for virtual servers.  And EMC is doing this for virtual storage