

Day 4 - Thursday Morning Sessions
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Visits (12803)
Continuing my post-week coverage of the [Data Center 2010 conference], Thursday morning had some interesting sessions for those that did not leave town last night.
Having a feel for the demographics of the registrants, and specific interactive polling in each meeting, provides a great view on who is interested in what topic, and some insight into their fears and motivations.
Tags:  storwize+v7000 svc unstructured+data hp svsp usp-v ibm hds emc storage+virtualization storage+growth external lefthand invista itil |
IBM Achieves Highest Growth Among Top Three Storage Vendors
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Visits (15990)
The marketshare data for external disk systems has been released by IDC for 4Q09. Overall, the market dropped 0.7 percent, comparing 4Q09 versus 4Q08. While EMC was quick to remind everyone that they were able to [maintain their #1 position] in the storage subset of "external disk systems", with the same 23.7 percent marketshare they had back in 4Q08 and revenues that were essentially flat, the real story concerns the shifts in the marketplace for the other major players. IBM grew revenue 9 percent, putting it nearly 5 points of marketshare ahead of HP. HP revenues dropped 7 percent, moving it further behind. Not mentioned in the [IBM Press Release] were NetApp and Dell, neck and neck for fourth place, with NetApp gaining 16.8 percent in revenues, while Dell dropped 13.5 percent. Both NetApp and Dell now have about 8 percent marketshare each. These top five storage vendors represent nearly 70 percent of the marketshare. Given that HP is IBM's number one competitor, not just in storage but all things IT, this was a major win. Bob Evans from InformationWeek interviews my fifth-line manager, IBM executive Rod Adkins [IBM Claims Hardware Supremacy] where he shares his views and opinions about HP, Oracle-Sun, Cisco and Dell. I'll add my two cents on what's going on:
To learn more about IBM results 4Q09 and full-year 2009, see [Quarterly Earnings].
Tags:  microsoft nas cloud+computing power7 itanium vmware printers idc 4q09 equallogic cutepdf lefthand iscsi bullzip fc fcoe sparc dell productivity+center three+screens+and+cloud ibm pdf netapp emc hp |