Wednesday afternoon at the [Oracle OpenWorld 2011] conference started with another keynote session. In a last minute substitution, Oracle OpenWorld rescheduled Salesforce.com CEO Marc Benioff's keynote from Wednesday to a Thursday 8:00am morning general session, to make room for S. D. Shibulal, CEO of InfoSys Consulting.
(Forbes Magazine considers InfoSys the #15 [most innovative company]. To give this some context, Salesforce.com and Amazon.com are #1 and #2, Google and Apple are in the top 10, and Oracle is #77. )
S.D. started out saying that "Today is October 4, a very important day in history!" This was October 6, so everybody was a bit confused, checking their watches and tablets to confirm what day it was. What he was referring to was the first trans-pacific flight that happened October 4 exactly 80 years ago, the pilots were awarded medals and accolades for this tremendous achievement. This year, trans-pacific flights happen every day, and nobody raises an eyebrow. I looked this up, and the first trans-pacific flight happened [June 9, 1928] from California to Australia involved stops in Hawaii and Fiji, but [Clyde Edward Pangborn] is remembered for his October 4, 1931 flight as the first non-stop flight, from Japan to Seattle, Washington. His point, however, is that innovation has a lot of "firsts" that people don't realize until things are commonplace.
If you look at the 1991 list of Fortune 500 companies, only 25 percent of these still are in operation today (IBM is one of them!) The rest failed to stay relevant, to reach and scale as needed for market transitions. He gave examples of travel agencies and the Encyclopedia Brittanica that failed to adapt in the face of [dis
Ming Tsai, Managing Director and Chief Client Office of InfoSys, asked a series of questions:
He showed a product called "Social Edge" from InfoSys that determines "sentiment analysis". Users can co-create their own user experience.
Paul Gottsegen, InfoSys, explained how "Mobility" is challenging existing business models. Their latest product "mConnect" offers to link web applications to any mobile device. This includes healthcare monitoring, cash for the 50 percent of the world that are "unbanked", and even Cable TV on an iPad. He brought on stage Bill Tucker, VP of IT at Nordstrom, a retail outlet of fine clothing.
(I have a collection of Nordstrom jackets that I had bought in San Francisco Union Square throughout the years. Every time that I fly from Tucson to San Francisco, especially in the summer, it is freezing cold, and I need to buy a jacket. This time I was prepared, and brought several of me jackets with me.)
Bill explained that people are not comparing their end-user experience at Nordstrom's with direct competitors like Macy's, but rather with all of their other end-user experiences like that at Starbuck's coffee, or the Apple store. This raises the bar in customer expectations. Nordstrom has been force to make drastic improvements to keep up with these expectations.
Prasad Thirkutam, InfoSys, asked if supply chains are agile and adaptive enough. He mentioned that 40 percent of Flash memory and 60 percent of circuit boards are made in Japan that were recently hit by an earthquake and tsunami. He explained product "Demand-to-Deliver" solution from InfoSys that provides multi-level inventory, identifying the safety stock levels based on various analytics. This reduces waste by 7 percent, and shortens cash from 60 days to 40 days.
Prasad introduced Vin Melvin, CIO of Arrow Electronics. His focus is to get data "correct". To increase end-to-end speed to handle order changes and cancelations, and to optimize and re-balance supply chain as needed.
(FTC Disclosure: Arrow is a distributor of IBM equipment. I have worked with Arrow many years.)
Wednesday morning at the [Oracle OpenWorld 2011] conference started with another keynote session. This time, Safra Catz, CFO and President of Oracle, introduced John Chambers, CEO of Cisco.
John says Cisco is helping to "empower the customer through market transitions." This includes helping customers decide how to deploy new technology, choosing between integrated stacks and interoperable components, scaling the business with a flat IT budget, and how/when to decide on moving to the cloud.
(FTC Disclosure: IBM resells Cisco switches and directors and are considered a partner in this sense. If you are going to buy Cisco switches and directors, please consider buying them through IBM.)
The information economy is transitioning to a networked one. Access to information is not as important as access to expertise. Process and Procedures are not as important as Communities and Relationships. The old style Command-and-Control management is giving way to Collaboration. He showed a chart that showed the evolution from routed/bridged networks to packet/mobile and video. He also had a chart that showed the evolution from Main
High Tech companies must re-invent themselves to stay relevant. Here were Cisco's five "Foundational Priorities":
He gave a demo of Cisco UCS. This is a 4U collection of server blades, with up to 384GB of DRAM using 8GB DIMMs, or 192GB using much-cheaper 4GB DIMMs. There are 2 switches with 8 ports each 10GbE, for a total of 160 Gbps, that can carry both Ethernet and FCoE traffic. The UCS System Manager is similar to IBM's Unified Resource Manager in that it manages the entire box. A "service profile" has 40 to 50 BIOS settings that can be applied to give each x86 blade a specific personality. You can re-provision these by changing their service profile as needed.
The next demo was really cool. They took video that involved people talking, and had it "machine transcribed" so that you can read the words being said in the video. Type in a word like "tolerances" in the search engine, and the video advances exactly to the spot where that word is uttered.
The next demo after that involved a special camera for monitoring High-Occupancy Vehicle (HOV) lanes in traffic. In an example used in London, UK, the camera can see inside the car and confirm there are enough people to justify HOV usage, and if not, scan the license plate and charge the owner of the vehicle a fine. (In a sense, "Big Data" analytics combined with Cisco's vision of ubiquitous video equals [Big Brother])
In another slam against Oracle, John actually backed up his claims with published benchmarks. He wrapped up his talk with: "If I have done my job well, then you will all leave this room a bit uncomfortable." Not surprisingly, John didn't mention either the vBlock relationship with EMC, or the FlexPod relationship with NetApp.
Tuesday morning at the [Oracle OpenWorld 2011] conference started with another keynote session. This time, Michael Dell, founder, chairman and CEO of Dell, Inc., presented. Over the past nine years, he feels "the line between business and IT is going away." Michael claims that "Dell is no longer a PC company", and instead is focusing on data center solutions and services to be more like IBM.
John Fowler, Executive VP for Oracle Hardware, claims that Oracle has a single team for hardware development. The SPARC-T4 is their newest chip, with 8 cores and 64 dynamic threads, running at 3.0 GHz. It has on-chip 10GbE ethernet, PCIe, DDR3 Memory controllers and Crypto features. For storage, Oracle now offers four different offerings:
Edward Screven, Chief Corporate Architect at Oracle, indicated that the new Oracle Linux kernel allows for zero downtime patches, meaning that you can update the OS while applications are running without a reboot. The OracleVM (based on open-source XEN) supports both x86 and SPARC-based server hosts. On x86, it can run Linux, Solaris and Windows guests. On SPARC, it can run Linux and Solaris guests.
John Loaiza, Oracle Senior VP, explained the Exadata. It has 168 disk drives and 56 PCIe Flash Cards, connected via 40Gbps Infiniband. The Exadata keeps all data on spinning disk, with "warm data" cached on Flash, and "hot data" cached on DRAM. This is similar to IBM's Easy Tier feature on the DS8000, SVC and Storwize V7000.
Brad Cameron, Senior Director, explained Exalogic, which pre-dates Oracle's acquisition of Sun Microsystems. The idea was to build an x86 machine for running Java applications on Oracle WebLogic. The Exalogic can connect via Infiniband to an Exadata to access database information, and to 10GbE ethernet for the rest of the servers and clients. Whether you get the quarter, half or full-rack system, you get 40TB of NAS storage.
Ganesh Ramamurthy, Oracle VP of Hardware Engineering, presented the SPARC Supercluster. This combines the storage cells from Exadata, the compute nodes from Exalogic, shared NAS storage using ZFS file system, and Solaris 11 with OracleVM. Taking a cue from IBM's zEnterprise Unified Resource Manager, Oracle is offering centralized management for all the layers in their SPARC Supercluster stack. The SPARC Supercluster is intended as general purpose machine, and can be used to run non-Oracle applications like SAP. From a storage perspective, he claims that the storage in the SPARC Supercluster is 2.5x better than EMC VMAX, which basically puts it comparable to IBM XIV pricing.
For my readers in San Francisco attending Oracle OpenWorld, here are some sessions that IBM is featuring on Wednesday. Note the first two are Solution Spotlight sessions at the IBM Booth #1111 where I will be most of the time.
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."
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.
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
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I have arrived safely to San Francisco, and was able to check-in at the hotel, pick up my registration badge for Oracle OpenWorld 2011, and attend the first keynote session. This is the largest Oracle OpenWorld event to-date, with over 45,000 attendees from 117 different countries. There are 520,000 square feet of exhibition floor, and over 2,400 educational sessions. The conference is spread across the different buildings of the Moscone center, as well as nearby hotels. On average, attendees will walk seven miles during the week.
Larry Ellison was the keynote speaker for this first kick-off session. He focused almost exclusively on server and storage hardware. He feels that business is all about moving data, not doing integer math.
He also mentioned that Bob Shimp would kick-off the Cloud later in the week. Given that Larry himself thought that Cloud was a stupid, over-marketed term that nobody has deployed over the past few years, to a complete believer, claiming that over 20 live demos will be given this year on Cloud.
Perhaps the funniest quote was his motivation to use Infiniband as the interconnect
"Ethernet was invented by Xerox when I was a child."
Here are some sessions that IBM is featuring on Monday. Note the first two are Solution Spotlight sessions at the IBM Booth #1111 where I will be most of the time.