This week, Hitachi Ltd. announced their next generation disk storage virtualization array, the Virtual Storage Platform, following on the success of its USP V line. It didn't take long for fellow blogger Chuck Hollis (EMC) to comment on this in his blog post [Hitachi's New VSP: Separating The Wheat From The Chaff]. Here are some excerpts:
Chuck implies that neither Hewlett-Packard (HP) nor Hitachi Data Systems (HDS) as vendors provide any value-add from the box manufactured by Hitachi Ltd. so combines them into a single category. I suspect the HP and HDS folks might disagree with that opinion.
When I reminded Chuck that IBM was also a major player in the high-end disk space, his response included the following gem:
"Many of us in the storage industry believe that IBM currently does not field a competitive high-end storage platform. IDC market share numbers bear out this assertion, as you probably know."
While Chuck is certainly entitled to his own beliefs and opinions, believing the world is flat does not make it so. Certainly, I doubt IDC or any other market research firm has put out a survey asking "Do you think IBM offers a competitive high-end disk storage platform?" Of course, if Chuck is basing his opinion on anecdotal conversations with existing EMC customers, I can certainly see how he might have formed this misperception. However, IDC market share numbers don't support Chuck's assertion at all.
There is no industry-standard definition of what is a "high-end" or "enterprise-class" disk system. Some define high-end as having the option for mainframe attachment via ESCON and/or FICON protocol. Others might focus on features, functionality, scalability and high 99.999+ percent availability. Others insist high-end requires block-oriented protocols like FC and iSCSI, rather than file-based protocols like NAS and CIFS.
For the most demanding mission-critical mix of random and sequential workloads, IBM offers the [IBM System Storage DS8000 series] high-end disk system which connects to mainframes and distributed servers, via FCP and FICON attachment, and supports a variety of drive types and RAID levels. The features that HP and HDS are touting today for the VSP are already available on the IBM DS8000, including sub-LUN automatic tiering between Solid-State drives and spinning disk, called [Easy Tier], thin provisioning, wide striping, point-in-time copies, and long distance synchronous and asynchronous replication.
There are lots of analysts that track market share for the IT storage industry, but since Chuck mentions [IDC] specifically, I reviewed the most recent IDC data, published a few weeks ago in their "IDC Worldwide Quarter Disk Storage Tracker" for 2Q 2010, representing April 1 to June 30, 2010 sales. Just in case any of the rankings have changed over time, I also looked at the previous four quarters: 2Q 2009, 3Q 2009, 4Q 2009 and 1Q 2010.
(Note: IDC considers its analysis proprietary, out of respect for their business model I will not publish any of the actual facts and figures they have collected. If you would like to get any of the IDC data to form your own opinion, contact them directly.)
In the case of IDC, they divide the disk systems into three storage classes: entry-level, midrange and high-end. Their definition of "high-end" is external RAID-protected disk storage that sells for $250,000 USD or more, representing roughly 25 to 30 percent of the external disk storage market overall. Here are IDC's rankings of the four major players for high-end disk systems:
By either measure of market share, units (disk systems) or revenue (US dollars), IDC reports that IBM high-end disk outsold both HDS and HP combined. This has been true for the past five quarters. If a smaller start-up vendor has single digit percent market share, I could accept it being counted as part of Chuck's "occasional sideshow from other vendors trying to claim relevance", but IBM high-end disk has consistently had 20 to 30 percent market share over the past five quarters!
Not all of these high-end disk systems are connected to mainframes. According to IDC data, only about 15 to 25 percent of these boxes are counted under their "Mainframe" topology.
Chuck further writes:
"It's reasonable to expect IBM to sell a respectable amount of storage with their mainframes using a protocol of their own design -- although IBM's two competitors in this rather proprietary space (notably EMC and Hitachi) sell more together than does IBM."
The IDC data doesn't support that claim either, Chuck. By either measure of market share, units (disk systems) or revenue (US dollars), IDC reports that IBM disk for mainframes outsold all other vendors (including EMC, HDS, and HP) combined. And again, this has been true for the past five quarters. Here is the IDC ranking for mainframe disk storage:
IBM has over 50 percent market share in this case, primarily because IBM System Storage DS8000 is the industry leader in mainframe-related features and functions, and offers synergy with the rest of the z/Architecture stack.
So Chuck, I am not picking a fight with you or asking you to retract or correct your blog post. Your main theme, that the new VSP presents serious competition to EMC's VMAX high-end disk arrays, is certainly something I can agree with. Congratulations to HDS and HP for putting forth what looks like a viable alternative to EMC's VMAX.
--- Charles Dudley Warner
In my September 2007 post [Supermarkets and Specialty Shops], I explain that there are two kinds of clients:
My how the IT landscape for vendors has evolved in just the past five years! Cisco starts to sell servers, and enters a "mini-mall" alliance with EMC and VMware to offer vBlock integrated stack of server, storage and switches with VMware as the software hypervisor. For those not familiar with the concept of mini-malls, these are typically rows of specialty shops. A shopper can park their car once, and do all their shopping from the various shops in the mini-mall. Not quite "one-stop" shopping of a supermarket, but tries to address the same need.
("Who do I call when it breaks?" -- The three companies formed a puppet company, the Virtual Computing Environment company, or VCE, to help answer that question!)
Among the many things IBM has learned in its 100+ years of experience, it is that clients want choices. Cisco figured this out also, and partnered with NetApp to offer the aptly-named FlexPod reference architecture. In effect, Cisco has two boyfriends, when she is with EMC, it is called a Vblock, and when she is with NetApp, it is called a FlexPod. I was lucky enough to find this graphic to help explain the three-way love triangle.
Did this move put a strain on the relationship between Cisco and EMC? Last month, EMC announced VSPEX, a FlexPod-like approach that provides a choice of servers, and some leeway for resellers to make choices to fit client needs better. Why limit yourself to Cisco servers, when IBM and HP servers are better? Is this an admission that Vblock has failed, and that VSPEX is the new way of doing things? No, I suspect it is just EMC's way to strike back at both Cisco and NetApp in what many are calling the "Stack Wars". (See [The Stack Wars have Begun!], [What is the Enterprise Stack?], or [The Fight for the Fully Virtualized Data Center] for more on this.)
(FTC Disclosure: I am both an employee and shareholder of IBM, so the U.S. Federal Trade Commission may consider this post a paid, celebrity endorsement of the IBM PureFlex system. IBM has working relationships with Cisco, NetApp, and Quantum. I was not paid to mention, nor have I any financial interest in, any of the other companies mentioned in this blog post. )
Chris Mellor and Timothy Prickett Morgan at The Register have a great series of posts exploring this new development: [EMC VSPEX storage torpedo could sink FlexPods], [El Reg hurls EMC onto the rack, drills into VSPEX], [We were right: EMC's VSPEX will take on FlexPods], and [How EMC stuffs channel cakeholes with VSPEX recipes].
Last month, IBM announced its new PureSystems family, ushering in a [new era in computing]. I invite you all to check out the many "Paterns of Expertise" available at the [IBM PureSystems Centre]. This is like an "app store" for the data center, and what I feel truly differentiates IBM's offerings from the rest.
The trend is obvious. Clients who previously purchased from specialty shops are discovering the cost and complexity of building workable systems from piece-parts from separate vendors has proven expensive and challenging. IBM PureFlex™ systems eliminate a lot of the complexity and effort, but still offer plenty of flexibility, choice of server processor types, choice of server and storage hypervisors, and choice of various operating systems.
I'm down here in Australia, where the government is a bit stalled for the past two weeks at the moment, known formally as being managed by the [Caretaker government]. Apparently, there is a gap between the outgoing administration and the incoming administration, and the caretaker government is doing as little as possible until the new regime takes over. They are still counting votes, including in some cases dummy ballots known as "donkey votes", the Australian version of the hanging chad. Three independent parties are also trying to decide which major party they will support to finalize the process.
While we are on the topic of a government stalled, I feel bad for the state of Virginia in the United States. Apparently, one of their supposedly high-end enterprise class EMC Symmetrix DMX storage systems, supporting 26 different state agencies in Virginia, crashed on August 25th and now more than a week later, many of those agencies are still down, including the Department of Motor Vehicles and the Department of Taxation and Revenue.
Many of the articles in the press on this event have focused on what this means for the reputation of EMC. Not surprisingly, EMC says that this failure is unprecedented, but really this is just one in a long series of failures from EMC. It reminds me of the last time EMC had a public failure with a dual-controller CLARiiON a few months ago that stopped another company from their operations. There is nothing unique in the physical equipment itself, all IT gear can break or be taken down by some outside force, such as a natural disaster. The real question, though, is why haven’t EMC and the State Government been able to restore operations many days after the hardware was fixed?
In the Boston Globe, Zeus Kerravala, a data storage analyst at Yankee Group in Boston, is quoted as saying that such a high-profile breakdown could undermine EMC’s credibility with large businesses and government agencies. “I think it’s extremely important for them,’’ said Kerravala. “When you see a failure of this magnitude, and their inability to get a customer like the state of Virginia up and running almost immediately, all companies ought to look at that and raise their eyebrows.’’
Was the backup and disaster recovery solution capable of the scale and service level requirements needed by vital state agencies? Had they tested their backups to ensure they were running correctly, and had they tested their recovery plans? Were they monitoring the success of recent backup operations?
Eventually, the systems will be back up and running, fines and penalties will be paid, and perhaps the guy who chose to go with EMC might feel bad enough to give back that new set of golf clubs, or whatever ridiculously expensive gift EMC reps might offer to government officials these days to influence the purchase decision making process.
(Note: I am not accusing any government employee in particular working at the state of Virginia of any wrongdoing, and mention this only as a possibility of what might have happened. I am sure the media will dig into that possibility soon enough during their investigations, so no sense in me discussing that process any further.)
So what lessons can we learn from this?
Comment (1) Visits (10578)
Normally, when EMC fails, it is worth a giggle. Companies are run by humans, and nobody is perfect. However, their latest one, failing to defend their RSA SecurID two-factor website, is no laughing matter. Breaches like this undermine the trust needed for business and commerce to be done with Information Technology, so it affects the entire IT industry.
(FTC Disclosure: I do not work or have any financial investments in either EMC nor ENC Security Systems. Neither EMC nor ENC Security Systems paid me to mention them on this blog. Their mention in this blog is not an endorsement of either company or their products. Information about EMC was based solely on publicly available information made available by EMC and others. My friends at ENC Security Systems provided me an evaluation license for their latest software release so that I could confirm the use cases posed in this post.)
Of course, EMC did the right thing by making this breach public in an [Open Letter to RSA Customers]. While this may affect their revenues, as clients question whether they should do business with EMC, or affect their stock price, as investors question whether they should invest in EMC, they were very clear and public that the breach occurred. As far as I know, none of the executives of the RSA security division have stepped down. The disclosure of the breach was the right thing to do, and required by law from the [US Securities Exchange Commission]. This law was created to prevent companies from trying to hide breaches that expose external client information.
The breach does not affect RSA public/private key pairs used by IBM and most every other large company. Rather, this breach was targeted to RSA SecurID two-factor authentication. I explained two-factor authentication in my blog post [Day 5 Grid, SOA and Cloud Computing - System x KVM solutions], but basically it is an added level of security, requiring something you know (your password) with something you have (such as a magnetic card or key fob). Both are required to gain access to the system.
Breaches happen. Recently, [Hackers found vulnerabilities in the McAfee.com website]. Last month, fellow blogger Chuck Hollis from EMC had a blog post on [Understanding Advanced Persistent Threats (APT)] in the week leading up to their RSA Conference. It was precisely an APT that hit RSA, so the irony of this breach was not lost on the blogosphere. Perhaps Chuck's blog post gave hackers the idea to do this, like saying "I hope terrorists don't bomb this building that hold all of our chemical weapons..." or "I hope bank robbers don't rob this repository where we keep all the cash..."
(The sinister counter-theory, that EMC staged this breach as a marketing stunt to undermine trust in hybrid or public cloud offerings, such as those offered by IBM, Amazon or Salesforce.com, offers an interesting twist. While computer breaches in general are fodder for [Luddites] to argue we should not use computers at all, this particular breach could be used by EMC salesmen to encourage their customers to choose private cloud over hybrid cloud or public cloud deployments. Given all the extra work that RSA SecurID customers have to now do to harden their environments, that would be in bad taste.)
Over on Mashable, Simon Crosby argues [Why the Cloud Is Actually the Safest Place for Your Data]. I am sure we have not heard the last of the implications of this RSA breach. For now, I have two recommendations for you.
Advanced Persistent Threats, viruses and other malware are no laughing matter. If you are concerned about security, contact IBM to help you assess your current environment and help you plan a robust protection strategy.
Comment (1) Visits (10331)
Well, it's Tuesday again, and that means IBM announcements! Right on the heels of our big storage launch on February 9, today IBM announced some exciting options for its modular disk systems. Let's take a look:
It also appears that the reports and rumors of the death of the DS6800 are premature. Don't believe misleading statements from competitors, such as those found written by fellow blogger BarryB (EMC), aka "the Storage Anarchist", in his latest post [Bring Out Your Dead] showing a cute little tombstone with "Feb 2010" on the bottom. Actually, if he had bothered to read IBM's [Announcement Letter], he would have realized that IBM plans to continue to sell these until June. Of course, IBM will continue to support both new and existing DS6800 customers for many years to come.
Technically, BarryB does not make any factually incorrect statements for me to correct on his blog. The idea that a product is "dead" is, of course, just opinion, and competitors poke fun at each others' announcements every day. One could argue that the EMC V-Max was "dead" after the ITG whitepaper [Cost/Benefit Case for IBM XIV Storage System - Comparing Costs for IBM XIV and EMC V-Max Systems] demonstrated that the IBM XIV cost 63 percent less than a comparable EMC V-Max over the life of three years total cost of ownership (TCO) back in July 2009. The comparison was made with data from clients in a variety of industries including manufacturing, health care, life sciences, telecommunications, financial services, and the public sector. This could explain why so many EMC customers are buying or investigating the IBM XIV and the rest of the IBM storage portfolio.
technorati tags: announcements, exp420, exp520, ds5300, exp5060, exp810, ds6800, ds5020, ds3950, ds4200, ds4700, ds5100, ds4000, exp5000, ds6000, DS6800, XIV, EMC, Barry Burke, BarryB, V-Max
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].
technorati tags: IBM, EMC, IDC, HP, NetApp, Dell, SPARC, Itanium, POWER7, cloud computing, three screens and cloud, VMware, FC, iSCSI, NAS, FCoE, Microsoft, printers, Productivity Center, LeftHand, EqualLogic, PDF, CutePDF, BullZip, 4Q09
From Timothy Morgan of [The Register]:
"With Cisco Systems, EMC, and VMware teaming up to sell integrated IT stacks, Oracle buying Sun Microsystems to create its own integrated stacks, and IBM having sold integrated legacy system stacks and rolling in profits from them for decades, it was only a matter of time before other big IT players paired off."
Once again we are reminded that IBM, as an IT "supermarket", is able to deliver integrated soft
For full details on these new ordering options, see the IBM [Press Release].
technorati tags: System x, BladeCenter, IntelliStation, Cisco, EMC, VMware, VCE, Oracle, Sun, HP, Microsoft, FastBack, FlashCopy, GPFS, Windows, Linux, SAP, SVC, VSS, DS8000, DS5000, DS4000, DS3000, SQL, Lotus, Domino
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:
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!
technorati tags: , Chuck Hollis, EMC, IBM, HP, Microsoft, telephone operators, IT infrastructure, cloud computing, Cisco, VMware, , , Oracle, Sun, NetApp, EqualLogic, iSCSI, NAS, Dell, VDI, Ubuntu, Linux
Over on the Tivoli Storage Blog, there is an exchange over the concept of a "Storage Hypervisor". This started with fellow IBMer Ron Riffe's blog post [Enabling Private IT for Storage Cloud -- Part I], with a promise to provide parts 2 and 3 in the next few weeks. Here's an excerpt:
Then another IBM blogger, Richard Vining, continued this meme with his post [VMware Data Protection with a Storage Hypervisor]. There are [different meanings for the word "protect"], but Richard's usage relates to protecting against unexpected loss. Here's an excerpt:
At this point, you might scratch your head and ask "Does this Storage Hypervisor exist, or is this just a theoretical exercise?" The answer of course is "Yes, it does exist!" Just like VMware offers vSphere and vCenter, IBM offers block-level disk virtualization through the SAN Volume Controller(SVC) and Storwize V7000 products, with a full management support from Tivoli Storage Productivity Center Standard Edition.
SVC has supported every release of VMware since the 2.5 version. IBM is the leading reseller of VMware, so it makes sense for IBM and VMware development to collaborate and make sure all the products run smoothly together. SVC presents volumes that can be formatted for VMFS file system to hold your VMDK files, accessible via FCP protocol. IBM and VMware have some key synergies:
But unlike tools that work only with VMware, IBM's storage hypervisor works with a variety of server virtualization technologies, including Microsoft Hyper-V, Xen, OracleVM, Linux KVM, PowerVM, z/VM and PR/SM. This is important, as a recent poll on the Hot Aisle blog indicates that [44 percent run 2 or more server hypervisors]!
For a set of best practices combining VMware with SVC, check out this IBM Redpaper titled [VMware Proof of Practice and Performance Guidelines on the SAN Volume Controller].
Join the conversation! The virtual dialogue on this topic will continue in a [live group chat] this Friday, September 23, 2011 from 12 noon to 1pm EDT. Join me and about 20 other top storage bloggers, key industry analysts and IBM Storage subject matter experts to discuss storage hypervisors and get questions answered about improving your private storage environment.
technorati tags: IBM, Ron Riffe, Richard Vining, Storage Hypervisor, Cloud, Heterogeneous, Virtualization, SVC, Tivoli Storage, Productivity Center, TPC, VMware, vSphere, vCenter, ESX, Unified Recovery, Data Protection, EMC, VPLEX
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.
On StorageMojo, fellow blogger Robin Harris presents [A deep dive into Cisco’s UCS]. Here is an excerpt:
"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:Appliances and Linux]. Here is an excerpt:
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.
Fellow blogger David Salgado (Microsoft) rips into the IT industry for [marketing these "stacks" of components as "private clouds"]. Fellow blogger Mary-Jo Foley (Microsoft) asks ['Private cloud' = just another buzzword for on-premise datacenter?"] adds more attention to the confusion over the terms private and public cloud. Here's an excerpt that shows Microsoft's thinking in this area:
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-
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.
technorati tags: StorageBod, Martin Glassborow, IHOP, Hitachi, Oracle, Cisco, UCS, Ethernet, VMware, VCE, NetApp, Barney, StorageMojo, Robin Harris, IBM, Bob Sutor, Linux, Appliances, Stacks, Private Cloud, Public Cloud, Cloud Computing, IaaS, PaaS, SaaS, Barry Burke, EMC, Invista
Hey everyone, its Tuesday, and that means IBM announcements!
(Insert evil villain laugh here)
To avoid overwhelming people with too many features and functions, IBM decided to keep things simple for the first release. Let's take a look:
As we say here at IBM, "Today is the best day to stop using EMC Centera." For more information, see the IBM [Announcement Letter].
I took over a hundred pictures at this event. Here are a few of my favorites from Monday and Tuesday.
I want to thank the IBM-Oracle Alliance team, especially Nancy Spurry and Carolann Kohler for having me involved in these events.
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
Continuing my coverage of last week's Data Center Conference 2009, held Dec 1-4 in Las Vegas, I find some of the best sessions are those "user experiences" by the CIO or IT directors that successfully completed a project and showed the benefits and pitfalls. Matt Merchant, CTO of General Electric (GE), gave an awesome presentation on tapping Cloud Storage to reduce their backup and archive costs. They were concerned over their lack of e-Discovery tools, the high fixed cost and large administrator personnel load of their Veritas NetBackup software environment, the possibility of corrupted tape media, new compliance and regulatory issues, and the risk of moving unencrypted cartridges to remote vaulting facilities like Iron Mountain. I found it interesting their backup/archive approach is that backups are re-classified as archive after they are 35 days old.
General Electric had a long list of requirements:
The end result? They now have Cloud-based backups and archive for their GE Corp, NBC Universal and GE Asset Management divisions running at only 32 cents per GB/month, representing a 40-60 percent savings over their previous methods. This includes backups of their external Web sites, archives of their digital and production assets, RMAN backups including development/staging databases. They plan to add out-of-region compliance archive in 2010. They also plan to monetize their intellectual property by offering "CloudStorage Manager" as a software offering for others.
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.
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:
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.