The importance of both hardware and software was starkly evident in my journey to Berlin for this European installment of NetApp’s Insight partner and customer event; first it was hardware that kept us grounded at Newark as the refueling of the plane wasn’t working…and then software took its turn as the whole of the New York region’s air-traffic radar went down.
You may have heard that Gene Amdahl recently died. I was reading some of the surrounding commentary and analysis, but—I am not sure whether this was cathartic, reassuring, or horrifying!—many of the things he predicted back in the 70s and 80s are only just happening now. And many of his predictions for what's still to be expected seem valid. I am not commentating as much on the fact that things take a long time to happen...more on the fact that our imagineering (as Disney would put it) isn't perhaps always as dramatic as we need in order to make big leaps forward.
In this ESG Video Capsule Series, Mark Peters discusses the trends in IT storage, based on recent market research conducted by ESG. This segment covers a few of the findings regarding solid-state storage.
In this ESG Video Capsule Series, Mark Peters discusses the trends in IT storage, based on recent market research conducted by ESG. This segment covers a few of the headline threats to the storage status quo in the short term.
You close off a street in the middle of San Francisco, park a large catamaran at one end, ship in multiple tens of thousands of your geekiest friends, add myriad keynotes and sessions that deliver both mind-numbing specificity and mind-enhancing generalities (sometimes simultaneously!), bring Elton John and a boatload of co-operating/competing vendors along for the ride, and finally you daub as much red on as many surfaces as you can find. There you have it – Oracle OpenWorld (OOW)!
Assuming that the answer is always—or soon will be—“Dell” is generically how things felt in Austin last week. And I’m not knocking it. Assuming also that the $67 billion deal to buy EMC (oh, and by the way, the controlling stake in VMware that comes with it) goes through, then there will be precious few things in IT to which the new DELL (I’m using capitals because (a) it will be huge and (b) to show the difference between the pre-deal Dell and the post deal DELL!) cannot say, “Yes, we do that.”
This month saw another NetApp Insight event, and it was hot! By ‘hot’ I don’t mean the weather in Las Vegas, I’m talking about the whether we experienced there. Let me explain: NetApp formally convened its event the day after Dell’s intent to acquire EMC was announced….whether this turns out to be a cloud or a silver lining remains to be seen, but for once NetApp seemed determined to be a master of its destiny way more than the market-passenger (albeit it a highly successful one!) that it has all-too-often been.
A few weeks ago I was at the X-IO Technologies HQ in Colorado Springs for some strategic discussions and to shoot a video with Bill Miller, the CEO. In the midst of a great conversation, one thing became clear: Bill's engineering roots are never far from the surface! Not that he cannot talk plain business value, but it was the power and special nature of the technology that first attracted him to join X-IO.
In order to assess the current state and future direction of the data storage technology market, ESG recently surveyed 373 North American-based IT and data storage professionals representing midmarket (100 to 999 employees) and enterprise-class (1,000 employees or more) organizations. All respondents were personally responsible for evaluating, purchasing, and managing data storage technology for their organization and were familiar with their organization’s data storage environment and/or strategy—including topics such as storage technology types in use, current storage challenges, and forward-looking data storage plans.
In this ESG Video Capsule, ESG Practice Director and Senior Analyst Mark Peters provides his initial impressions from the Dell-EMC merger.
So, first let's get the deep breaths out of the way! It's funny how us humans behave - we pretty much have all known for ages that something would happen (or, that is, that something had to happen) with EMC, but when "something" actually does happen it is still surprising. I guess it is the timing and nature rather than the fact of the action itself that causes the surprise.
There has been a lot of time and [electronic] ink expended of late in the build-up to, and eventual launch of, the Pure IPO yesterday. Most of the commentary has concentrated on the valuation and stock trading zone. As I write this, the stock price has floated down softly to around $15.50, off from the offering starting point of $17 per share. The financial press headlines contain plenty of words like "disappointing" and "failed to impress." Moreover, they talk of the impact of this unicorn IPO on the appetite and enthusiasm for tech IPOs. In other words, it's a very parochial Wall Street view. And frankly, that's where the focus is misplaced, at least from the storage and IT market perspective.
In this ESG Video Capsule Series, Mark Peters discusses the trends in IT storage, based on recent market research conducted by ESG. This segment covers what we discovered about storage at a macro level.
It’s becoming increasingly hard, indeed inaccurate, to write about solid-state as something “special” in the storage world. It is, if you will, simply part of the standard furniture in a regular storage house. That said, apart from a few corner-cases that can be described as the IT super-rich, niche-needy, or, newly on this list, capacity-limited environments, solid-state is still likely to remain as a minority of the production storage capacity in most large environments, until there is another step-change in the media and therefore the economics. However that step-change has already occurred—and been realized—as far as economic I/O performance and bandwidth goes. That, together with a growing appreciation of the broader values of solid-state beyond just performance, is why it is already recognized as a part of the regular storage furniture.
Mark Peters is an ESG Practice Director and Senior Analyst focused on storage systems. His particular areas of emphasis are block and unified storage systems, virtualized storage, all types of solid-state storage, and the emerging opportunities represented by “software-defined storage.”
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