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.
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
Well, it's Tuesday again, and that means IBM announcements! Today we had a major launch, with so many products, services and offerings
that I can't fit them all into a single post, so I will split them up into several posts to give the attention they deserve. So, in this
post, I will focus on just the networking gear.
- IBM Converged Switch B32
The "Converged" part of this switch refers to Converged Enhanced Ethernet (CEE), which is just a lossless Ethernet that meets certain standards to allow Fibre Channel over Ethernet (FCoE) that are still being discussed between Brocade and Cisco. Thankfully, IBM demanded both Brocade and Cisco stick to open agreed-upon standards, and the rest of the world gets to benefit from IBM's leadership in keeping everything as open and non-proprietary as possible.
The B32 ("B" because it was made by Brocade) starts with 24 10Gb Converged Enhanced Ethernet (CEE) ports, and then you can add eight Fibre Channel ports, for a total of 32 ports, hence the name B32. These are designed to be Top-of-Rack (TOR) switches. Basically, instead of having expensive optical cables for Ethernet and/or Fibre Channel out of each server, you have cheap twinax copper cables connecting the server's Converged Network Adapters (CNA) to this TOR switch, and then you can have the 10Gb Ethernet go to your regular Ethernet LAN, and your 8Gbps FC traffic go to your regular FC SAN. In other words, the CNA serves both the role of an Ethernet Network Interface Card (NIC) as well as a Fibre Channel Host Bus Adapter (HBA) card.
(You might see 8Gbps Fibre Channel represented as 8/4/2 or 2/4/8, this is just to remind you that these 8Gb FC ports can auto-negotiate down to 2Gbps and 4Gbps legacy hardware, but not 1Gbps. If you are still using 1Gbps FC, you need 4Gpbs SFP transceivers instead, shown often as 1/2/4 or 4/2/1.)
Here is the IBM [Press Release].
- New SSN-16 module for Cisco directors and switches
When I present SAN gear to sales reps, I often get the question, "What is the difference between a switch and a director?" My quick and simple answer is that switches have fixed ports, but directors have slots that you can slide in different blades or expansion modules. The Cisco MDS9500 series are directors with slots, the three models provide a hint to their capacity. The last two digits represent the number of total slots, but the first two slots are already taken. In other words, model 9513 has 11 slots, model 9509 has seven slots, and model 9506 has four slots. You can have a 48-port blade in a slot, so in theory, you can have a maximum of 528 ports on the biggest model 9513.
However, if you want FCIP for disaster recovery, or I/O Acceleration (IOA) for remote e-vaulting tape libraries, you need a special 18/4 blade. This has 18 FC ports, four 1GbE ports and a special service processor that speaks FCIP or IOA. If you wanted two service processors for FCIP and two for IOA, you would need four of these blades, and that takes up slots that could have been used for 48-port blades instead. The solution? The new SSN-16 has sixteen 1GbE ports and four service processors, so with one slot, you can handle the FCIP and IOA processing that you previously used four cards, giving you three slots back to use with higher port-density cards.
Even better, you can put this new SSN-16 in the Cisco 9222i. The model 9222i is a "hybrid" switch with 22 fixed ports (18 FC ports, four fixed 1GbE ports, and a service processor, so basically the fixed port version of the 18/4 blade above), but it also has one slot! That one slot can be used for the SSN-16 to give you added FCIP or IOA capability.
Here are the IBM press releases for the [2054 models], and for the
- FICON package for Cisco 9513 directors
For our mainframe clients, the FICON package includes four 24-port FICON blades and 96 SFP 4Gbps transceivers to fully populate them. Here is the IBM [Press Release].
- Cisco Nexus 5000 series for IBM System Storage
The Cisco Nexus 5000 series is Cisco's entry into the Converged Enhanced Ethernet world, although Cisco sometimes refers to this as Data Center Ethernet (DCE), IBM will continue to use CEE when referring to either Brocade and Cisco gear. These are also Top-of-Rack aggregators that support CNA connections over cheaper twinax copper wires. Model 5010 has 10 ports that can be configured for either 1GbE or 10Gb CEE, 10 ports that are 10Gb CEE, and a slot for an expansion module. The Model 5020 has basically twice as much of everything, including two slots instead of one. Since 10Gb Ethernet does not auto-negotiate down to 1GbE, half the ports can be configured to run 1GbE instead. Frankly, that can be seen as wasting your precious Nexus ports with 1GbE connections, so you might find a 1GbE-to-10GbE aggregator that combines a dozen or more 1GbE to a few 10GbE links instead.
Today's announcement is that in addition to 10GbE and 4Gbps FC expansion modules, there is now an expansion module that supports 8Gbps Fibre Channel. Here is the IBM [Press Release].
Whether you choose Brocade or Cisco, nearly all of IBM System Storage disk and tape products can work today with Converged Enhanced Ethernet environments, either directly using iSCSI, NFS or CIFS, or using the FCoE methodology.
As you can see, it took me a whole post just to cover just our networking gear announcements, and I haven't even covered our disk, tape and cloud storage offerings. I'll get to these in later posts.
technorati tags: IBM, B32, CEE, FCoE, Brocade, Cisco, iSCSI, NFS, CIFS, TOR, CNA, LAN, Fibre Channel, SAN, Ethernet, SFP, transceivers, DCE
Well, it's Tuesday again, and we have more IBM announcements.
- XIV asynchronous mirror
For those not using XIV behind SAN Volume Controller, [XIV now offers native asynchronous mirroring] support to another XIV far, far away. Unlike other disk systems that are limited to two or three sites, an XIV can mirror to up to 15 other sites. The mirroring can be at the individual volume, or a consistency group of multiple volumes. Each mirror pair can have its own recovery point objective (RPO). For example, a consistency group of mission critical application data might be given an RPO of 30 seconds, but less important data might be given an RPO of 20 minutes. This allows the XIV to prioritize packets it sends across the network.
As with XIV synchronous mirror, this new asynchronous mirror feature can send the data over either its
Fibre Channel ports (via FCIP) or its Ethernet ports.
- Networking Gear
The IBM System Storage SAN384B and SAN768B directors now offer [two new blades!]
- A 24-port FCoCEE blade where each port can handle 10Gb convergence enhanced Ethernet (CEE). CEE can be used to transmit Fibre Channel, TCP/IP, iSCSI and other Ethernet protocols. This connect directly to server's converged network adapter (CNA) cards.
- A 24-port mixed blade, with 12 FC ports (1Gbps, 2Ggbs, 4Gbps, 8Gbps), 10 Ethernet ports (1GbE) and 2 Ethernet ports (10GbE). This would connect to traditional server NIC, TOE and HBA cards as well as traditional NAS, iSCSI and FC based storage devices.
IBM also announced the IBM System Storage [SAN06B-R Fibre Channel router]. This has 16 FC ports (1Gbps up to 8Gbps) and six Ethernet ports (1GbE), with support for both FC routing as well as FCIP extended distance support.
With the holiday season coming up at the end of the year, now is a great time to ask Santa for a new shiny pair of XIV systems, and some extra networking gear to connect them.
technorati tags: IBM, XIV, asynchronous+mirror, FCoE, FCoCEE, CEE, iSCSI, SAN384B, SAN768B, SAN06B-R