Wednesday morning at the [Oracle OpenWorld 2011] conference started with another keynote session. This time, Safra Catz, CFO and President of Oracle, introduced John Chambers, CEO of Cisco.
John says Cisco is helping to "empower the customer through market transitions." This includes helping customers decide how to deploy new technology, choosing between integrated stacks and interoperable components, scaling the business with a flat IT budget, and how/when to decide on moving to the cloud.
(FTC Disclosure: IBM resells Cisco switches and directors and are considered a partner in this sense. If you are going to buy Cisco switches and directors, please consider buying them through IBM.)
The information economy is transitioning to a networked one. Access to information is not as important as access to expertise. Process and Procedures are not as important as Communities and Relationships. The old style Command-and-Control management is giving way to Collaboration. He showed a chart that showed the evolution from routed/bridged networks to packet/mobile and video. He also had a chart that showed the evolution from Main
High Tech companies must re-invent themselves to stay relevant. Here were Cisco's five "Foundational Priorities":
He gave a demo of Cisco UCS. This is a 4U collection of server blades, with up to 384GB of DRAM using 8GB DIMMs, or 192GB using much-cheaper 4GB DIMMs. There are 2 switches with 8 ports each 10GbE, for a total of 160 Gbps, that can carry both Ethernet and FCoE traffic. The UCS System Manager is similar to IBM's Unified Resource Manager in that it manages the entire box. A "service profile" has 40 to 50 BIOS settings that can be applied to give each x86 blade a specific personality. You can re-provision these by changing their service profile as needed.
The next demo was really cool. They took video that involved people talking, and had it "machine transcribed" so that you can read the words being said in the video. Type in a word like "tolerances" in the search engine, and the video advances exactly to the spot where that word is uttered.
The next demo after that involved a special camera for monitoring High-Occupancy Vehicle (HOV) lanes in traffic. In an example used in London, UK, the camera can see inside the car and confirm there are enough people to justify HOV usage, and if not, scan the license plate and charge the owner of the vehicle a fine. (In a sense, "Big Data" analytics combined with Cisco's vision of ubiquitous video equals [Big Brother])
In another slam against Oracle, John actually backed up his claims with published benchmarks. He wrapped up his talk with: "If I have done my job well, then you will all leave this room a bit uncomfortable." Not surprisingly, John didn't mention either the vBlock relationship with EMC, or the FlexPod relationship with NetApp.
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
Next week, October 2-6, I am in San Francisco to support the IBM exhibition boot at [Oracle OpenWorld 2011] conference. IBM is a Grand Level Sponsor for this event. IBM and Oracle have been partners since 1986, and IBM is a [Diamond Level Partner in the Oracle OpenNetwork], the highest level available. I will be joined by dozens of other subject matter experts from various parts of IBM. Here is my schedule:
I won't have my laptop at the IBM booth, so if you need to reach me, send me an SMS text message to my cell phone, or send me a tweet on my Twitter account: [@az990tony]
IBM will also have experts in the following areas throughout the week:
I arrive Sunday afternoon. If you arrive Sunday, here are some things IBM is featuring:
Download IBM’s mobile app for Oracle OpenWorld and receive a Starbucks gift card! (While supplies last!)
Visit [myIBMmobile.com] and get the IBM mobile app—your guide to navigating IBM events at Oracle OpenWorld 2011. Optimized for mobile devices—tablet friendly.
Of course, IBM is going all out on the social media side as well:
I am pleased with the turn-out we had attending last week for my Infoboom Webinar on [The Future of Storage]. The 55-minute replay is available on Infoboom, and the slide deck can be downloaded from the [IBM Expert Network].
I mentioned that I was going to Indianapolis and Boston next week to give lectures on this topic. Here are the details:
I will also be in San Francisco for Oracle OpenWorld (Oct 2-6), Auckland New Zealand (Nov 9-11), and Melbourne Australia (Nov 15-17).