This blog is for the open exchange of ideas relating to IBM Systems, storage and storage networking hardware, software and services.
(Short URL for this blog: ibm.co/Pearson )
Tony Pearson is a Master Inventor, Senior IT Architect and Event Content Manager for [IBM Systems for IBM Systems Technical University] events. With over 30 years with IBM Systems, Tony is frequent traveler, speaking to clients at events throughout the world.
Lloyd Dean is an IBM Senior Certified Executive IT Architect in Infrastructure Architecture. Lloyd has held numerous senior technical roles at IBM during his 19 plus years at IBM. Lloyd most recently has been leading efforts across the Communication/CSI Market as a senior Storage Solution Architect/CTS covering the Kansas City territory. In prior years Lloyd supported the industry accounts as a Storage Solution architect and prior to that as a Storage Software Solutions specialist during his time in the ATS organization.
Lloyd currently supports North America storage sales teams in his Storage Software Solution Architecture SME role in the Washington Systems Center team. His current focus is with IBM Cloud Private and he will be delivering and supporting sessions at Think2019, and Storage Technical University on the Value of IBM storage in this high value IBM solution a part of the IBM Cloud strategy. Lloyd maintains a Subject Matter Expert status across the IBM Spectrum Storage Software solutions. You can follow Lloyd on Twitter @ldean0558 and LinkedIn Lloyd Dean.
Tony Pearson's books are available on Lulu.com! Order your copies today!
Safe Harbor Statement: The information on IBM products is intended to outline IBM's general product direction and it should not be relied on in making a purchasing decision. The information on the new products is for informational purposes only and may not be incorporated into any contract. The information on IBM products is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. The development, release, and timing of any features or functionality described for IBM products remains at IBM's sole discretion.
Tony Pearson is a an active participant in local, regional, and industry-specific interests, and does not receive any special payments to mention them on this blog.
Tony Pearson receives part of the revenue proceeds from sales of books he has authored listed in the side panel.
Tony Pearson is not a medical doctor, and this blog does not reference any IBM product or service that is intended for use in the diagnosis, treatment, cure, prevention or monitoring of a disease or medical condition, unless otherwise specified on individual posts.
In his blog post, [The Lure of Kit-Cars], fellow blogger Chuck Hollis (EMC) uses an excellent analogy delineating the differences between kit-cars you build from parts, versus fully-integrated systems that you can drive off the car dealership showroom lot. The analogy holds relatively well, as IT departments can also build their infrastructure from parts, or you can get fully-integrated systems from a variety of vendors.
Is this what your data center looks like?
Certainly, this debate is not new. In my now infamous 2007 post [Supermarkets and Specialty Shops], I explained that there were clients that preferred to get their infrastructure from a single IT supermarket, like IBM or HP, while others were lured into thinking that buying separate parts from butchers, bakers and candlestick makers and other specialty shops was somehow a better idea.
Chuck correctly explains that in the early years of the automobile industry, before major car manufacturers had mass-production assembly lines, putting a car together from parts was the only way cars were made. Today, only the few most avid enthusiasts build cars this way. The majority get cars from a single seller and drive away. In my post [Resolving the Identity Crisis], I postulated that EMC appeared to be trying to shed itself of the "disk-only specialty shop" image and over to be more like IBM. Not quite a full IT Supermarket, but perhaps more like a [Trader Joe's] premium-priced retailer.
(If you find that EMC's focus on integrated systems appears to be a 180-degree about-face from their historical focus on selling individual best-of-breed products, see my previous discussion of Chuck's contradictions in my blog post: [Is Storage the Next Confusopoly].)
While companies like EMC might be making this transition, there is a lot of resistance and inertia from the customer marketplace. I agree with Chuck, companies should not be building kit-cars or IT infrastructures from parts, certainly not from parts sold from different vendors. In my post [Talking about Solutions not Products], I explained how difficult it was to change behavior. CIOs, IT directors and managers need to think differently about their infrastructure. Let's take a quick look at some choices:
Following Chuck's argument, it makes no sense to build a "kit-car" combining Oracle/Sun servers with EMC storage. Oracle would argue it makes more sense to run on integrated systems, business logic on their "Exalogic" system, and database processing on their "Exadata". Benchmark after benchmark, however, IBM is able to demonstrate that Oracle applications and databases run faster on IBM systems. Customers that want to run Oracle applications can run either on a full Oracle stack, or a full IBM stack, and both do better than a kit-car including EMC parts.
HP has been working hard to keep up with IBM in this area. With their their partnership with Microsoft, and acquisitions of EDS, 3Com and 3PAR, they can certainly make a case for getting a full HP stack rather than a kit-car mixing HP servers with EMC disk storage. The problem is that HP is focused on a converged infrastructure for private cloud computing, but Microsoft is focused on Azure and public cloud computing. It will be interesting when these two big companies sort this out. Definitely watch this space.
If you squint your eyes and focus on the part of the world that only has x86 machines, then Dell can be seen as an IT supermarket. In my post about [Entry-Level iSCSI Offerings], I discuss how Dell's acquisition of EqualLogic was a signal that it was trying to get away from selling EMC specialty shop products, and building up its own set of offerings internally.
Cisco is new on the server scene, but has already made quite a splash. Here, I have to agree with Chuck's logic: the only time it makes sense to buy EMC disk storage at all is when it is part of an integrated "V-block". This is not really an IT supermarket situation, instead you park your car at the "Acadia Mini-Mall" and get what you need from Trader Joe's, Cisco UCS, and VMware stores.
But wait, if what you want is running VMware on Cisco servers, you might be better off with IBM System Storage N series or NetApp storage. In his blog post about [Enhanced Secure Multi-Tenancy], fellow Blogger Val Bercovici (NetApp) provides a convincing argument of why Cisco and VMware run better on an "N-block" rather than a "V-block". IBM N series provides A-SIS deduplication, and IBM Real-time Compression can provide additional capacity and performance improvements. That might be true, but whether you get your storage from EMC, NetApp or IBM, to me, you are still working with three different vendors in any case.
Of course, following Chuck's logic, it makes more sense for people with IBM servers, whether they be mainframes, POWER systems or x86 machines, to integrate these with IBM storage, IBM software and IBM services. IBM is the leading reseller of VMware, but also has a lot of business with Microsoft Hyper-V, Citrix Xen, Linux KVM, PowerVM, PR/SM and z/VM. While IBM has market leading servers, disk and tape systems, to compete for those RFP bids that just ask for one component or another, it prefers to sell fully-integrated systems, which IBM has been doing successfully since the 1950s.
Back in 2007, I mentioned how IBM's fully-integrated InfoSphere Balanced Warehouse [Trounced HP and Sun]. For business analytics, IBM offers the fully-integrated [IBM Smart Analytics Systems]. Today, IBM expanded its line of fully-integrated private cloud service delivery platforms with the announcement of the [IBM CloudBurst for on Power Systems], which does for POWER7 what the IBM CloudBurst for System x, Oracle Exalogic, or Acadia's V-block, do for x86.
IBM estimates that private clouds built on Power systems can be up to 70 percent less expensive than stand alone x86 servers.
Before he earned his PhD in Mechanical Engineering, my father was a car mechanic. I spent much of my teenage years covered in grease, helping my father assembling cars, lifting engines, and rebuilding carburetors. Certainly this was good father-son time, and I certainly did learn something in the process. Like the automobile industry, the IT industry has matured, and it makes no financial sense to build your own IT infrastructure from parts from different vendors.
For a test drive of the industry's leading integrated IT systems, see your IBM sales rep or IBM Business Partner.
This week I am in Orlando, Florida for the IBM Edge conference. This is the last day, so it ends early for people who want to get home to their datacenters (er.. families) for the weekend.
How Real-Time Compression Can Maximize Storage Efficiency for Production Applications
This was a split session with two speakers. First, Ian Rimmer, Senior IT Engineer and Architect at iBurst, presented their experience with the IBM Real-Time Compression Appliance in front of NetApp NAS storage arrays. Second, Jerry Haigh, IBM offering manager for IBM System Storage, presented the new Real-Time compression feature announced this week on IBM SAN Volume Controller (SVC) and Storwize V7000.
iBurst is the #1 Wireless Telecom for South Africa. The also offer cable broadband and VOIP. They have 200 employees servicing 120,000 subscriber/households. They need to keep five years' worth of text files, and have chosen real-time compression of their NAS storage. This was before IBM acquired the Storwize company, as they have been using it for the past six years.
The monetary savings from compression was used to purchase Performance Accelerator Modules (PAM) cards for their NetApp NAS gear, which benefit from the compression (more data stored in SSD to improve performance).
For backup, they use NDMP with Symantec NetBackup that keeps data in its compressed form as it is written to tape. They have an IBM TS3100 library with LTO tape as the backup repository.
Jerry Haigh presented Real-Time compression for primary disk data. Unlike the competition, this is designed to be used with primary data, including databases, and does this real-time, not post-process. In some performance tests, DB2 compressed on 48 drives out-performed the same data uncompressed on 96 drives. In another test focused on VMware Vmark benchmark, the compressed data was able to be same or better performance as uncompressed. In a third test with SVC virtualizing XIV running Oracle ORION test, the Oracle databases compressed 50 to 64 percent, and had better performance.
For those who already have SVC or Storwize V7000, consider a 45-day trial to check out compression for yourself.
NAS File Systems: Access and Authentication
Mark Taylor, IBM Technical Specialist for SONAS, N series and Storwize V7000 Unified, presented the nuances of authentication and authorization for NAS file systems. The differences between these two are:
Authentication - Yes, you are who you are.
Authorization - Yes, you are permitted to do what you are trying to do
(Prior to working with SONAS, my only experience with access and authentication in NAS was setting up my LAN at home, which I have connecting my Mac, Linux and Windows machines. I have both N series and SONAS at the IBM Executive Briefing Center in Tucson, Arizona, so I know first-hand how complicated NAS access and authentication systems can be.
A few months ago, I taught "Intro to NAS" as one of my topics at the Top Gun class in Argentina and Brazil. Several of the students had mentioned they thought they knew NAS solutions but had not realized all the technical issues with access and authentication that I discussed in my presentation.)
Mark explained the differences between Windows NTFS-style System identifiers (SID), versus UNIX-style user and group identifiers (UID, GID). For NAS solutions that support both CIFS and NFS, there are four options:
Microsoft Active Director (AD) extended with Identity Management for UNIX, formerly known as Services for UNIX (SFU). AD servers normally store SID information, but the extensions add extra columns to hold UID/GID mappings.
AD with Network Information Service (NIS) server. The problem with this approach is that AD and NIS are separate databases, and you need to coordinate updates to them, and their backups.
Lightweight Directory Access Protocol (LDAP) with SAMBA extensions. LDAP holds UID/GID information, and the SAMBA extensions adds extra columns to hold SID mapping.
Local mapping. The dangerous part of local mapping is that the storage admin is also the security admin, and you may want different people doing these roles.
Of these four methods, Mark recommends the first and third as best practices for multi-protocol authentication.
SID-to-UID mapping, UID-to-SID mapping
SONAS and Storwize V7000
SID-to-UID/GID mapping, NFS v4 ACLs
NFS v4 ACLs
Mark then explained how NFS v4 ACLs work, basically an ordered collection of "Access Control Elements" or ACEs. Each ACE on the ACL may "allow" or "deny" the request. You want to avoid "Inheritance" as that can cause problems and unxpected results.
That's it folks. Next week, I am spending time with my research buddies at the Almaden Research Center near San Jose, California, and then it is off to Moscow, Russia to kick off a series of IBM events called "Edge Comes to You" (ECTY).
The ECTY conferences will be a smaller subset of the Edge conference here in Orlando, but offered in other countries for those who were unable to travel to the United States.
It seems everyone is talking about stacks, appliances and clouds.
On StorageBod, fellow blogger Martin Glassborow has a post titled [Pancakes!] He feels that everyone from Hitachi to Oracle is turning into the IT equivalent of the International House of Pancakes [IHOP] offering integrated stacks of software, servers and storage.
Cisco introduced its "Unified Computing System" about a year ago, [reinventing the datacenter with an all-Ethernet approach]. Cisco does not offer its own hypervisor software nor storage, so there are two choices. First, Cisco has entered a joint venture, called Acadia, with VMware and EMC, to form the Virtual Computing Environment (VCE) coalition. The resulting stack was named Vblock, which one blogger had hyphenated as Vb-lock to raise awareness to the proprietary vendor lock-in nature of this stack. Second, Cisco, VMware and NetApp had a similar set of [Barney press releases] to announce a viable storage alternative to those not married to EMC.
"Only when it makes sense. Oracle/Sun has the better argument: when you know exactly what you want from your database, we’ll sell you an integrated appliance that will do exactly that. And it’s fine if you roll your own.
But those are industry-wide issues. There are UCS/VCE specific issue as well:
Cost. All the integration work among 3 different companies costs money. They aren’t replacing existing costs – they are adding costs. Without, in theory, charging more.
Lock-in. UCS/Vblock is, effectively, a mainframe with a network backplane.
Barriers to entry. Are there any? Cisco flagged hypervisor bypass and large memory support as unique value-add – and neither seems any more than a medium-term advantage.
BOT? Build, Operate, Transfer. In theory Vblocks are easier and faster to install and manage. But customers are asking that Acadia BOT their new Vblocks. The customer benefit over current integrator practice? Lower BOT costs? Or?
Price. The 3 most expensive IT vendors banding together?
Longevity. Industry “partnerships” don’t have a good record of long-term success. Each of these companies has its own competitive stresses and financial imperatives, and while the stars may be aligned today, where will they be in 3 years? Unless Cisco is piloting an eventual takeover."
Fellow blogger Bob Sutor (IBM) has an excellent post titled
[Appliances and Linux]. Here is an excerpt:
"In your kitchen you have special appliances that, presumably, do individual things well. Your refrigerator keeps things cold, your oven makes them hot, and your blender purees and liquifies them. There is room in a kitchen for each of these. They work individually but when you are making a meal they each have a role to play in creating the whole.
You could go out and buy the metal, glass, wires, electrical gadgets, and so on that you would need to make each appliance but it is is faster, cheaper, and undoubtably safer to buy them already manufactured. For each device you have a choice of providers and you can pay more for additional features and quality.
In the IT world it is far more common to buy the bits and pieces that make up a final solution. That is, you might separately order the hardware components, the operating system, and the applications, and then have someone put them all together for you. If you have an existing configuration you might add more blades or more storage devices.
You don’t have to do this, however, in every situation. Just from a hardware perspective, you can buy a ready-made machine just waiting for the on switch to be flicked and the software installed. Conversely, you might get a pre-made software image with operating system and applications in place, ready to be provisioned to your choice of hardware. We can get even fancier in that the software image might be deployable onto a virtual machine and so be a ready made solution runnable on a cloud.
Thus in the IT world we can talk about hardware-only appliances, software-only appliances (often called virtual software appliances), and complete hardware and software combinations. The last is most comparable to that refrigerator or oven in your kitchen."
If your company was a restaurant, how many employees would you have on hand to produce your own electricity from gas generators, pump your own water from a well, and assemble your own toasters and blenders from wires and motors? I think this is why companies are re-thinking the way they do their own IT.
Rather than business-as-usual, perhaps a mix of pre-configured appliances, consisting of software, server and storage stacked to meet a specific workload, connected to public cloud utility companies, might be the better approach. By 2013, some analysts feel that as many as 20 percent of companies might not even have a traditional IT datacenter anymore.
“By employing techniques like virtualization, automated management, and utility-billing models, IT managers can evolve the internal datacenter into a ‘private cloud’ that offers many of the performance, scalability, and cost-saving benefits associated with public clouds. Microsoft provides the foundation for private clouds with infrastructure solutions to match a range of customer sizes, needs and geographies.
The public cloud:
“Cloud computing is expanding the traditional web-hosting model to a point where enterprises are able to off-load commodity applications to third-party service providers (hosters) and, in the near future, the Microsoft Azure Services Platform. Using Microsoft infrastructure software and Web-based applications, the public cloud allows companies to move applications between private and public clouds.”
Finally, I saw this from fellow blogger, Barry Burke(EMC), aka the Storage Anarchist, titled [a walk through the clouds] which is really a two-part post.
The first part describes a possible future for EMC customers written by EMC employee David Meiri, envisioning a wonderful world with "No more Metas, Hypers, BIN Files...."
The vision is a pleasant one, and not far from reality. While EMC prefers to use the term "private cloud" to refer to both on-premises and off-premises-but-only-your-employees-can-VPN-to-it-and-your-IT-staff-still-manages-it flavors, the overall vision is available today from a variety of Infrastructure-as-a-Service (IaaS), Platform-as-a-Service (PaaS) and Software-as-a-Service (SaaS) providers.
A good analogy for "private cloud" might be a corporate "intranet" that is accessible only within the company's firewall. This allowed internal websites where information to be disseminated to employees could be posted, using standard HTML and standard web browsers that are already deployed on most PCs and workstations. Web pages running on an intranet can easily be moved to an external-facing website without too much rework or trouble.
The second part has Barry claiming that EMC has made progress towards a "Virtual Storage Server" that might be announced at next month's EMC World conference.
When people hear "Storage Virtualization" most immediately think of the two market leaders, IBM SAN Volume Controller and Hitachi Data Systems (HDS) Universal Storage Platform (USP) products. Those with a tape bent might throw in IBM's TS7000 virtual tape libraries or Oracle/Sun's Virtual Storage Manager (VSM). And those focused on software-only solutions might recall Symantec's Veritas Volume Manager (VxVM), DataCore's SANsymphony, or FalconStor's IPStor products.
But what about EMC's failed attempt at storage virtualization, the Invista? After five years of failing to deliver value, EMC has so far only publicised ONE customer reference account, and I estimate that perhaps only a few dozen actual customers are still running on this platform. Compare that to IBM selling tens of thousands of SAN Volume Controllers, and HDS selling thousands of their various USP-V and USP-VM products, and you quickly realize that EMC has a lot of catching up to do. EMC's first delivered Invista about 18 months after IBM SAN Volume Controller, similar to their introduction of Atmos being 18 months after our Scale-Out File Services (SoFS) and their latest CLARiiON-based V-Max coming out 18 months after IBM's XIV storage system.
So what will EMC's Invista follow-on "Virtual Storage Server" product look like? No idea. It might be another five years before you actually hear about a customer using it. But why wait for EMC to get their act together?
IBM offers solutions TODAY that can make life as easy as envisioned here. IBM offers integrated systems sold as ready-to-use appliances, customized "stacks" that can be built to handle particular workloads, residing on-premises or hosted at an IBM facility, and public cloud "as-a-service" offerings on the IBM Cloud.
They say "Great Minds think alike" and that imitation is "the sincerest form of flattery." Both of these quotes came to mind when I read fellow blogger Chuck Hollis' (EMC) excellent April 7th blog post [The 10 Big Ideas That Are Shaping IT Infrastructure Today]. Not surprisingly, some of his thoughts are similar to those I had presented two weeks ago in my March 22nd post [Cloud Computing for Accountants]. Here are two charts that caught my eye:
On page 13 of my deck, I had an old black and white photo of telephone operators, as part of a section on the history of selecting "cloud" as the iconic graphic to represent all networks. Chuck has this same graphic on his chart titled "#1 The Industrialization of IT Infrastructure".
Looks like Chuck and I use the same "stock photo" search facility!
On page 45 on my deck, I had a list of major "arms dealers" that deliver the hardware and software components needed to build Cloud Computing. Chuck has a similar chart, titled "#2 The Consolidation of the IT Industry", but with some interesting differences.
Let's look at some of the key differences:
The left-to-right order is slightly different. I chose a 1-2-4-2-1 symmetrical pattern purely on aesthetic reasons. My presentation was to a bunch of accountants, and so I was trying not to make it sound like an "Infomercial" for IBM products and offerings. My sequence is roughly chronological, in that Oracle announced its intention to acquire Sun, then Cisco, VMware and EMC announced their VCE coalition, followed closely by Cisco, VMware and NetApp announcing they work together well also, followed by [HP extended alliance with Microsoft] on Jan 13, 2010. As the IT marketplace is maturing, more and more customers are looking for an IBM-like one-stop shopping experience, and certainly various "mini-mall" alliances have formed to try to compete in this space.
I had HP and Microsoft in the same column, referring only to the above-mentioned January announcement. HP is all about private cloud hardware infrastructures, but Microsoft is all about "three screens and the public cloud", so not sure how well this alliance will work out from a Cloud Computing perspective. This was not to imply that the other stacks don't work well with Microsoft software. They all do. Perhaps to avoid that controversy, Chuck chose to highlight HP's acquisition of EDS services instead.
I used the vendor logos in their actual colors. Notice that the colors black, blue and red occur most often. These happen to be the three most popular ballpoint pen ink colors found on the very same paper documents these computer companies are trying to eliminate. Paper-less office, anyone? Chuck chose instead to colorize each stack with his own color scheme. While blue for IBM and orange for Sun Microsystems make some sense, it is not clear if he chose green for Cisco/VMware/EMC for any particular reason. Perhaps he was trying to subtly imply that the VCE stack is more energy efficient? Or maybe the green refers to money to indicate that the VCE stack is the most expensive? Either way, I would pit IBM's server/storage/software stack up against anything of comparable price from these other stacks in any energy efficiency bake-off.
What about the Cisco/VMware/NetApp combination? All three got together to assure customers this was a viable combination. IBM is the number one reseller of VMware, and VMware runs great with IBM's N series NAS storage, so I do not dispute Cisco's motivation here. It makes sense for Cisco to two-time EMC in this manner. Why should Cisco limit itself to a single storage supplier? Et tu VMware? Having VMware chose NetApp over its parent company EMC was a bit of a shock. No surprise that Chuck left NetApp out of his chart.
No love for Dell? I give Dell credit for their work with Virtual Desktop Images (VDI), and for embracing Ubuntu Linux for their servers. Dell's acquisitions of EqualLogic iSCSI-based disk systems and Perot Systems for services are also worth noting. Dell used to resell some of EMC's gear, but perhaps that relationship continues to fade away, as I [predicted back in 2007]. Chuck's decision to leave Dell off his chart speaks volumes to where this relationship stands, and where it is going.
Perhaps we are all in just one big ["echo chamber"], as we are all coming up with similar observations, talking to similar customers, and reviewing similar market analyst reports. I am glad, at least this time, that Chuck and I for the most part agree where the marketplace is going. We live in interesting times!
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:
Shift in Servers causes Shift in Storage
Hundreds of customers are moving away from HP and Sun over to IBM servers, and with it, are chosing IBM's storage offerings as well. IBM's rock-solid strategy (which I outlined in my post [Foundations and Flavorings]) has helped explain the different products and how they are positioned. HP's use of Itanium processors, and Sun's aging SPARC line, are both reasons enough to switch to IBM's lastest POWER7 processors, running AIX, IBM i (formerly i5/OS) and Linux operating systems.
Thunder in the Clouds
Some analysts predict that by 2013, one out of five companies won't even have their own IT assets. IBM supports all flavors of private, public and hybrid cloud computing models. IBM has its own strong set of offerings, is also the number one reseller of VMware, and has cloud partnerships with both Google and Amazon. HP and Microsoft have recently formed an alliance, but they have different takes on cloud computing. HP wants to be the "infrastructure" company, but Microsoft wants to focus on its ["three screens and a public cloud"] strategy. Microsoft has decided not to make its Azure Cloud operating system available for private cloud deployments. By contrast, IBM can start you with a private cloud, then help you transition to a hybrid cloud, and finally to a public cloud.
In the latest eX5 announcement, IBM's x86-based servers can run 78 percent more virtual machines per VMware license dollar. This will give IBM an advantage as HP shifts from Itanium to an all x86-based server line.
Network Attached Storage
There seems to be a shift away from FC and iSCSI towards NAS and FCoE storage networking protocols. This bodes bad for HP's acquisition of LeftHand, and Dell's acquisition of EqualLogic. IBM's SONAS for large deployments, and N series for smaller deployments, will compete nicely against HP's StorageWorks X9000 system.
Storage on Paper no longer Eco-friendly
HP beats IBM when you include consumer products like printers, which some might consider "Storage on Paper". At IBM, we often joke that 96 percent of HP's profits come from over-priced ink cartridges. With the latest focus on the environment, people are printing less. I have been printing less myself, setting my default printer to generate a PDF file instead. There are several tools available for this, including [CutePDF] and [BullZip]. As IBM employees switch from Microsoft Office to IBM's [Lotus Symphony], it has built-in "export-to-PDF" capability as well. People are also going to their local OfficeMax or CartridgeWorld to get their cartridges refilled, rather than purchase new ones. That has to be hurting HP's bottom line.
Don't Forget About Storage Management
The leading storage management suites today are IBM's Tivoli Storage Productivity Center and EMC's Control Center. HP's Storage Essentials doesn't quite beat either of these, and management software is growing in importance to more and more customers.