Consolidation in the Storage Systems Market?
ESG Analyst, Tony Asaro, talks about the many small storage startups having aBillion Dollar Impact on the storage system industry. Tony has counted over50 storage system vendors that are now in the marketplace. Is it really that many?Most of the time, the media only focus on the top seven major players, but I agree that big players like IBM should take trends about small startups like this seriously.
EMC Blogger Chuck Hollis suggests that this trend might be the start of a squeeze play, where top players and new upstarts squeeze out the middle playerslike Sun and HDS, in his postDesperate Times In Storage Land?
(His statement that IDC and Gartner have listed EMC as number one in "almost all"market segments is perhaps a bit misleading. IBM is number one in overall storage hardware, as wellas leading in tape drives, tape libraries, tape virtualization, and for that matter,disk virtualization. I don't know if IDC or Gartner count EMC Disk Library in the "tape virtualization" category, or if either analyst distinguishes between "cache-based" versus "switch-based" disk virtualization as separate categories.Perhaps Chuck should have qualified this to say "almost all of themarket segments that EMC does business in," which of course is better than the othervendors in the middle.)
This time around, Chuck pokes fun at HDS, IBM, Sun, NetApp and HP, much like "that guy" that skewersour favorite SouthPark characters Cartman, Kenny, Stan, Kyle in thisComedy Central MMORPG parody video. (And no, I am not suggesting Chuck looks anythinglike the cartoon character or his corresponding avatar)
Perhaps putting me in the same not-