Monday morning of the [Oracle OpenWorld 2011] conference had Joe Tucci, CEO of EMC, present the keynote. Joe indicated that I.T. stands for "Industry in Transition". He had a chart that showed the history of IT, from the mainframe and mini-computer, to the PC and client/server era, and now to the Cloud era. He called these "waves of disruption". The catalysts for change are a "Budge Dilemma", "Information Deluge" and "Cyber Security". The keynote was very similar to what EMC presented at [VMworld] conference earlier this summer.
"We have failed our customers. Over the past 10 years, they spend 73% to maintain their existing systems, and only 27% for new."
--- Joe Tucci, EMC
While many people equate "EMC" and "Failure", I believe Joe was referring not just to his own company, but most of the other IT vendors as well. Analysts predict that from January 1, 2010 to December 31, 2019, the world of stored data will grow from 0.9 ZB to 35.2 ZB, which represents a 44x increase. During that same time, IT staff is only expected to grow 50 percent. A staggering 90 percent of this data will be unstructured (non-database) content. Meanwhile, the average company gets cyber-attacked 300 times per week.
The answer is Cloud Computing. A few years ago, EMC was trying to get people to go "private cloud" route instead of "public cloud", they now have a more realistic "hybrid cloud" approach similar to IBM. Of the clients that EMC works with, 35 percent are implementing some form of cloud, and another 30 percent are planning to. The tenents of Hybrid Cloud are "Efficiency", "Control" and "Choice" which equals "Agility".
Joe also mentioned that there is now a new "layering" for IT. Instead of storage, switches and servers, we have a cloud platform of shared resources, mobile devices like smartphones and tablets, and management.
Joe feels there is a massive opportunity where Cloud meets Big Data. A cute video showed a driver wearing a motorcycle helmet so you can't see his face get into an under-powered car with "VNXe" on the license plate. He punches in "Cloud and Big Data" into the GPS navigation system, and starts out on city streets. Then the car transforms to an under-utilized family sedan "VNX" on a highway in the middle of the desert, then transforms to an over-priced sports car labeled "VMAX" as it climbs into the mountains surrounded by fog. The video borrowed the "CARS" theme from the videos IBM developed for its 2008 launch of "Information Infrastructure" initiative.
EMC's Pat Gelsinger (CTO) and fellow blogger Chad Sakac did some demos of VMware vCenter. They called the VMware vSphere "the Datacenter-wide OS" indicating that EMC storage has 75 points of integration with their "partner" (VMware is majority-owned by EMC, so I am not sure if partner is the right term). If you don't count Itanium, SPARC, POWER and IBM Syste z architectures, VMware enjoys over 80 percent marketshare for server virtualization.
(Full disclosure: IBM is the leading reseller of VMware.)
Pat claims that 40 percent of Oracle Apps at EMC run VMware. For the longest time, Oracle refused support its apps on VMware, but they relaxed this restrictive policy back in 2009. Today, nearly 25 percent of Oracle Apps run virtualized. EMC claims that they can support 5 million VMs on a single VMAX, and can generate 1 million IOPS from a single VMware ESX host.
Chad did a demo of vFabric which allows a vCenter plug-in to kick up Database instances of OracleDB, MySQL, Hadoop, PostgreSQL, and GreenPlum (GreenPlum is EMC's version of open-source PostgreSQL).
Chad showed that VMware vMition could move workloads from servers without solid-state, to servers that are flash-enabled. Lightweight workloads can be moved from DAS-enabled servers to compute-enabled storage devices like their EMC Isilon. (EMC acquired Isilon to offer their me-too version of IBM's Scale-Out NAS [SONAS] product.) EMC announced their first "Solid-State on a PCIe card" from their Project Lightning initiative. These are 320 GB capacity, so they sounded like a me-too versino of IBM's [Fusion-io IOdrive] cards that IBM has had available for quite some time now.
Next, Pat and Chad talked about Big Data. The world is transforming from a manual scale-up model to an automated scale-out architecture. Moving from "islands" to "pools". They used a cute example of Car Insurance. Business Analytics were able to review a safe drivers record, including the driver's Facebook and Twitter activity, and give him a discount, and then review the bad driving habits of another driver, and raise the bad driver's rates.
EMC announced their "GreenPlum Analytics Platform" (GAP?). I often tell people that if you want to predict what EMC will announce next, just look at what IBM announced 18 months ago. This new platform sounds like their me-too version of IBM's [Smart Analytics System].
After EMC, Judith Sim from Oracle introduced the Ed Lee, the Mayor of San Francisco which was just named the "Greenest city in North America". He thanked the audience for contributing an estimated $100 million USD to his local economy. Also, he was happy that by eliminating paper-based handouts and conference materials, the audience saved 1,636 trees.
Mark Hurd, formerly CEO of HP, and now president of Oracle, gave some highlights of 2011, and what Oracle's strategy is going forward. He said that Oracle plans to provide complete stacks, complete choice, and have each component of the stack be best-of-breed. In 2011, Oracle introduced the new MySQL 5.5 database, Java 7 programming language, and the Solaris 11 operating system with ZFS file system. Oracle spent $4 Billion in R&D, and gained 20 percent growth in software licenses, which gave them 33 percent growth fiscally for 2011 year. Oracle acquired Larry Ellison's [Pillar Data] storage company. Oracle also launched a [Database Appliance].
Thomas Kurian, another Oracle executive, finished the keynote session. He started with yet another chart showing the historical transition from Mainframe to Tablet. He indicated that leading-edge OracleDB and their Fusion middleware combined with industry standard hardware provides 5-30x faster queries, 4-10x less disk space, and simplifies the data center footprint. Their Exadata provides what he likes to call "Hierarchical Storage Management" between DRAM, Flash Solid-State, and spinning disk.
(Note: I started my career at IBM in 1986 working on a product called DFHSM, the Data Facility Hierarchical Storage Manager! It is now a vibrant component of DFSMS, part of IBM's z/OS mainframe operating system.)
ps this new announcement is to address that deficiency.Finally, Oracle announced their "Exadata Storage Expansion Rack". Many people realized that the Exadata was under-provisioned for storage, which explains why they have only sold a few thousand of them, so perha
If you are attending Oracle OpenWorld, here are sessions for Tuesday that IBM is featuring. Note the first two are Solution Spotlight sessions at the IBM Booth #1111 where I will be most of the time.
- Securing Heterogeneous Database Infrastructures: A Comprehensive Approach
10/04/11, 9:45 a.m. -- 10:15 a.m., Solution Spotlight, Booth #1111 Moscone South
Presenter: Al Cooley, Director, IBM InfoSphere Guardium
- IBM Business Analystics for Oracle Solutions
10/04/11, 2:15 p.m. -- 2:45 p.m., Solution Spotlight, Booth #1111 Moscone South
Presenter: John Strazdins, ERP Strategy Executive
- Consolidated Global View of Your Customer with One Global Billing System
10/04/11, 3:30 p.m. -- 4:30 p.m., OpenWorld session #23650
Presenter: John Waterman, IBM
Enterprise billing system technologies are emerging to assist with global customer views and other challenges banks struggle with today. In this session, Citi discusses its challenges and successes in implementing a global billing system.
- Upgrading Your Siebel CRM with Reduced Risk and Lowered Cost: Customer Successes
10/04/11, 3:30 p.m. -- 4:30 p.m., OpenWorld session #18222
Presenters: Arnaud Wingelaar, IBM; Geetha Sundaram; Agnes Zhang, Oracle
Hear customer success stories about upgrading Siebel CRM. Learn best practices on upgrading with lowered cost, or achieving a high-availability upgrade with zero downtime and reduced risk.
technorati tags: IBM, Oracle, Larry Ellison, Mark Hurd, EMC, Joe+Tucci, Pat Gelsinger, Chad Sakac, Isilon, GreenPlum, OpenWorld, SONAS, Fusion-io, Project+Lightning, VMware, vCenter, vMotion, Exadata, Solaris, MySQL, Java7