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Tony Pearson is a Master Inventor and Senior IT Specialist for the IBM System Storage product line at the
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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!
Continuing my coverage of the 30th annual [Data Center Conference]. here is a recap of Wednesday morning sessions.
A Data Center Perspective on MegaVendors
The morning started with a keynote session. The analyst felt that the eight most strategic or disruptive companies in the past few decades were: IBM, HP, Cisco, SAP, Oracle, Apple and Google. Of these, he focused on the first three, which he termed the "Megavendors", presented in alphabetical order.
Cisco enjoys high-margins and a loyal customer base with Ethernet switch gear. Their new strategy to sell UP and ACROSS the stack moves them into lower-margin business like servers. Their strong agenda with NetApp is not in sync with their partnership with EMC. They recently had senior management turn-over.
HP enjoys a large customer base and is recognized for good design and manufacturing capabilities. Their challenges are mostly organizational, distracted by changes at the top and an untested and ever-changing vision, shifting gears and messages too often. Concerns over the Itanium have not helped them lately.
IBM defies simple description. One can easily recognize Cisco as an "Ethernet Switch" company, HP as a "Printer Company", Oracle as a "Database Company', but you can't say that IBM is an "XYZ" company, as it has re-invented itself successfully over its past 100 years, with a strong focus on client relationships. IBM enjoys high margins, sustainable cost structure, huge resources, a proficient sales team, and is recognized for its innovation with a strong IBM Research division. Their "Smarter Planet" vision has been effective in supporting their individual brands and unlock new opportuties. IBM's focus on growth markets takes advantage of their global reach.
His final advice was to look for "good enough" solutions that are "built for change" rather than "built to last".
Chris works in the Data Center Management and Optimization Services team. IBM owns and/or manages over 425 data centers, representing over 8 million square feet of floorspace. This includes managing 13 million desktops, and 325,000 x86 and UNIX server images, and 1,235 mainframes. IBM is able to pool resources and segment the complexity for flexible resource balancing.
Chris gave an example of a company that selected a Cloud Compute service provided on the East coast a Cloud Storage provider on the West coast, both for offering low rates, but was disappointed in the latency between the two.
Chris asked "How did 5 percent utilization on x86 servers ever become acceptable?" When IBM is brought in to manage a data center, it takes a "No Server Left Behind" approach to reduce risk and allow for a strong focus on end-user transition. Each server is evaluated for its current utilization:
Amazingly, many servers are unused. These are recycled properly.
1 to 19 percent
Workload is virtualized and moved to a new server.
20 to 39 percent
Use IBM's Active Energy Manager to monitor the server.
40 to 59 percent
Add more VMs to this virtualized server.
over 60 percent
Manage the workload balance on this server.
This approach allows IBM to achieve a 60 to 70 percent utilization average on x86 machines, with an ROI payback period of 6 to 18 months, and 2x-3x increase of servers-managed-per-FTE.
Storage is classified using Information Lifecycle Management (ILM) best practices, using automation with pre-defined data placement and movement policies. This allows only 5 percent of data to be on Tier-1, 15 percent on Tier-2, 15 percent on Tier-3, and 65 percent on Tier-4 storage.
Chris recommends adopting IT Service Management, and to shift away from one-off builds, stand-alone apps, and siloed cost management structures, and over to standardization and shared resources.
You may have heard of "Follow-the-sun" but have you heard of "Follow-the-moon"? Global companies often establish "follow-the-sun" for customer service, re-directing phone calls to be handled by people in countries during their respective daytime hours. In the same manner, server and storage virtualization allows workloads to be moved to data centers during night-time hours, following the moon, to take advantage of "free cooling" using outside air instead of computer room air conditioning (CRAC).
Since 2007, IBM has been able to double computer processing capability without increasing energy consumption or carbon gas emissions.
It's Wednesday, Day 3, and I can tell already that the attendees are suffering from "information overload'.
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.
Wednesday afternoon at the [Oracle OpenWorld 2011] conference started with another keynote session.
In a last minute substitution, Oracle OpenWorld rescheduled Salesforce.com CEO Marc Benioff's keynote from Wednesday to a Thursday 8:00am morning general session, to make room for S. D. Shibulal, CEO of InfoSys Consulting.
(Forbes Magazine considers InfoSys the #15 [most innovative company]. To give this some context, Salesforce.com and Amazon.com are #1 and #2, Google and Apple are in the top 10, and Oracle is #77.
S.D. started out saying that "Today is October 4, a very important day in history!" This was October 6, so everybody was a bit confused, checking their watches and tablets to confirm what day it was. What he was referring to was the first trans-pacific flight that happened October 4 exactly 80 years ago, the pilots were awarded medals and accolades for this tremendous achievement. This year, trans-pacific flights happen every day, and nobody raises an eyebrow. I looked this up, and the first trans-pacific flight happened [June 9, 1928] from California to Australia involved stops in Hawaii and Fiji, but [Clyde Edward Pangborn] is remembered for his October 4, 1931 flight as the first non-stop flight, from Japan to Seattle, Washington. His point, however, is that innovation has a lot of "firsts" that people don't realize until things are commonplace.
If you look at the 1991 list of Fortune 500 companies, only 25 percent of these still are in operation today (IBM is one of them!) The rest failed to stay relevant, to reach and scale as needed for market transitions. He gave examples of travel agencies and the Encyclopedia Brittanica that failed to adapt in the face of [disintermediation]. Success in today's marketplace requires three things:
Predicting and sensing tomorrow's demand
Influencing tomorrow's demand
Fulfilling tomorrow's demand
Ming Tsai, Managing Director and Chief Client Office of InfoSys, asked a series of questions:
"Is Market Research dead?" In 2010, over 4 EB of data were generated. Marketeers do not need to conduct surveys to generate more data, they are drowning in data that is all around them. 80 percent of profits come from 20 percent of your clients.
"Who controls the message?" This was perhaps a tip of the hat to ousted Marc Benioff of Salesforce.com for being able to organize his own last-minute keynote at the St. Regis hotel using twitter and other social media. I was not there, but apparently the place was packed with a line around the building to hear Marc talk.
"Is Product Development backwards? This is referring to the standard waterfall approach of designing a product, shipping a product, with the first interaction with the end customer being the last stage. In new "agile" development models, customers are engaged up front, with highly iterative deployments, to ensure that the final product meets customer requirements.
He showed a product called "Social Edge" from InfoSys that determines "sentiment analysis". Users can co-create their own user experience.
Paul Gottsegen, InfoSys, explained how "Mobility" is challenging existing business models. Their latest product "mConnect" offers to link web applications to any mobile device. This includes healthcare monitoring, cash for the 50 percent of the world that are "unbanked", and even Cable TV on an iPad. He brought on stage Bill Tucker, VP of IT at Nordstrom, a retail outlet of fine clothing.
(I have a collection of Nordstrom jackets that I had bought in San Francisco Union Square throughout the years. Every time that I fly from Tucson to San Francisco, especially in the summer, it is freezing cold, and I need to buy a jacket. This time I was prepared, and brought several of me jackets with me.)
Bill explained that people are not comparing their end-user experience at Nordstrom's with direct competitors like Macy's, but rather with all of their other end-user experiences like that at Starbuck's coffee, or the Apple store. This raises the bar in customer expectations. Nordstrom has been force to make drastic improvements to keep up with these expectations.
Prasad Thirkutam, InfoSys, asked if supply chains are agile and adaptive enough. He mentioned that 40 percent of Flash memory and 60 percent of circuit boards are made in Japan that were recently hit by an earthquake and tsunami. He explained product "Demand-to-Deliver" solution from InfoSys that provides multi-level inventory, identifying the safety stock levels based on various analytics. This reduces waste by 7 percent, and shortens cash from 60 days to 40 days.
Prasad introduced Vin Melvin, CIO of Arrow Electronics. His focus is to get data "correct". To increase end-to-end speed to handle order changes and cancelations, and to optimize and re-balance supply chain as needed.
(FTC Disclosure: Arrow is a distributor of IBM equipment. I have worked with Arrow many years.)
New IBM PureData Systems help clients harness data for critical insights
Well it's Tuesday, and you know what that means! IBM Announcements! Actually, it is Wednesday, but I started writing this post yesterday, and had to do some additional research to finish.
This week, IBM introduced the newest member of the PureSystems family of expert integrated systems - IBM PureData System. The new systems are designed to help clients effectively harness the massive volume, variety and velocity of information being created every day. The result? They deliver critical insights to improve business results.
The new systems are available in three different models, each optimized specifically for different workloads.
PureData System for Transactions. Optimized for transactional processing workloads such as e-commerce and built to handle large volumes of transactions with flexibility, availability, scalability and integrity. Basically, this is IBM DB2 pureScale and InfoSphere Optim features running on Linux-x86 nodes. The system comes in small, medium and large tee-shirt sizes, and can support over 100 databases. If you have DB2 applications, these can work with PureData unchanged. If your applications are based on Oracle databases, these can work with minimal changes to use PureData systems.
PureData System for Analytics. Powered by Netezza technology, this data warehouse system features built-in database analytics to quickly explore and analyze large amounts of sturctured information. This is the beefed-up version of the Netezza TwinFin 1000. IBM DB2® Analytics Accelerator for z/OS® V3.1 (IDAA) supports both the new IBM PureData System for Analytics N1001 and existing IBM Netezza 1000 systems as accelerators.
PureData System for Operational Analytics. Capable of delivering actionable insights concurrently to more than 1,000 business operations, supporting real-time decision making for businesses. This is the follow-on product to the IBM Smart Analytics System 7700 based on POWER7 nodes. This uses IBM Storwize V7000 disk systems inside.
PureData System joins the PureSystems family which also includes the PureFlex System and PureApplication System, [both announced last April]. PureSystems provide built-in expertise, integration by design and simplification through the system lifecyle, helping businesses reduce complexity, accelerate value and improve IT economics.
In a related announcement, Andy Monshaw was recently named IBM General Manager, PureFlex. Some of you readers may remember that Andy Monshaw was previously the General Manager for IBM System Storage several years ago, and was my second line manager, and I am glad to welcome him back!
Here are some upcoming events related to IBM Storage!
If you sell IBM and/or Oracle solutions, please join me for IBM Oracle Virtual University 2013!
A few weeks ago, I recorded a session on IBM Storage: Overview, Positioning and How to Sell that will be available on demand starting tomorrow, February 26th, at the IBM Oracle Virtual University 2013.
It's one of 65 new sessions that will help IBM to surround Oracle applications with IBM infrastructure, services and industry solutions. Oracle software, after all, runs best on IBM hardware. Other highlights of Oracle Virtual University include a live executive State of the Alliance session with Q&A, Oracle keynote, updates by Oracle product managers, sessions on PureSystems, Selling IBM into an Oracle environment, Cloud, and much more.
There will be live technical teams on hand throughout launch day to answer your questions in real time, so I hope you can carve out 30 minutes or more on February 26th to take advantage of these available resources.
After helping launch the first Pulse back in 2008, I have sadly not been back since. Last year, I was invited to attend as a last-minute replacement for another speaker, but I was busy [having emergency surgery].
This year's [Pulse 2013] conference looks amazing. It will be held in Las Vegas, Nevada. Guest Speaker Payton Manning, NFL 4-time MVP football player, and Carrie Underwood, 6-time Grammy award winner, join IBM's Software Group executives and experts on how IBM Tivoli can help optimize your IT infrastructure.
Sadly, once again, I will not be there at Pulse. This time, I will be on the East Coast visiting clients instead, but my on-premise correspondent, Tom Rauchut, has informed me that he will be there. Hopefully, he will provide me something to write about.
Later in March, I will be in Brussels, Belgium for the Storage Expo. This is held March 20-21, at the Brussels-Expo venue. I will be presenting several topics each day, as well as visit clients in the area. This event comes on behalf of IBM Belgium in association with IBM Business Partner IRIS-ICT.
If you plan to participate in any of these events, let me know!
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.
Tuesday morning at the [Oracle OpenWorld 2011] conference started with another keynote session. This time, Michael Dell, founder, chairman and CEO of Dell, Inc., presented. Over the past nine years, he feels "the line between business and IT is going away." Michael claims that "Dell is no longer a PC company", and instead is focusing on data center solutions and services to be more like IBM.
John Fowler, Executive VP for Oracle Hardware, claims that Oracle has a single team for hardware development. The SPARC-T4 is their newest chip, with 8 cores and 64 dynamic threads, running at 3.0 GHz. It has on-chip 10GbE ethernet, PCIe, DDR3 Memory controllers and Crypto features. For storage, Oracle now offers four different offerings:
Exadata (as Database storage)
ZFS Storage Array (NAS)
Pillar Axiom (block-level I/O)
Edward Screven, Chief Corporate Architect at Oracle, indicated that the new Oracle Linux kernel allows for zero downtime patches, meaning that you can update the OS while applications are running without a reboot. The OracleVM (based on open-source XEN) supports both x86 and SPARC-based server hosts. On x86, it can run Linux, Solaris and Windows guests. On SPARC, it can run Linux and Solaris guests.
John Loaiza, Oracle Senior VP, explained the Exadata. It has 168 disk drives and 56 PCIe Flash Cards, connected via 40Gbps Infiniband. The Exadata keeps all data on spinning disk, with "warm data" cached on Flash, and "hot data" cached on DRAM. This is similar to IBM's Easy Tier feature on the DS8000, SVC and Storwize V7000.
Brad Cameron, Senior Director, explained Exalogic, which pre-dates Oracle's acquisition of Sun Microsystems. The idea was to build an x86 machine for running Java applications on Oracle WebLogic. The Exalogic can connect via Infiniband to an Exadata to access database information, and to 10GbE ethernet for the rest of the servers and clients. Whether you get the quarter, half or full-rack system, you get 40TB of NAS storage.
Ganesh Ramamurthy, Oracle VP of Hardware Engineering, presented the SPARC Supercluster. This combines the storage cells from Exadata, the compute nodes from Exalogic, shared NAS storage using ZFS file system, and Solaris 11 with OracleVM. Taking a cue from IBM's zEnterprise Unified Resource Manager, Oracle is offering centralized management for all the layers in their SPARC Supercluster stack. The SPARC Supercluster is intended as general purpose machine, and can be used to run non-Oracle applications like SAP. From a storage perspective, he claims that the storage in the SPARC Supercluster is 2.5x better than EMC VMAX, which basically puts it comparable to IBM XIV pricing.
For my readers in San Francisco attending Oracle OpenWorld, here are some sessions that IBM is featuring on Wednesday. Note the first two are Solution Spotlight sessions at the IBM Booth #1111 where I will be most of the time.
Data Management Best Practices for Oracle Applications
Oracle RAC and Cloud: Tips from IBM Global Business Services
10/05/11, 10:00 a.m. -- 11:00 a.m., OpenWorld session #15733
Presenters: David Simpson, IBM; Nalin Sahoo, Oracle
In this session, gain valuable insight into high-availability systems leveraging Oracle Database 11g Release 2 and Oracle Real Application Clusters (Oracle RAC). Hear best practices and lessons learned with these Oracle technologies as well as how IBM utilizes cloud infrastructure with Oracle Clusterware and server pools.
In the Heat of the Oracle Fusion Decision-Making Process: What's Your Next Move?
10/05/11, 10:00 a.m. -- 11:00 a.m., OpenWorld session #9423
Presenter: Esther Parker, IBM
This session discusses how companies can embrace Oracle Fusion so they can meet their business objectives today and in the future.
I took over a hundred pictures at this event. Here are a few of my favorites from Monday and Tuesday.
The IBM Booth #1111 Moscone South
I spent most of my time at the booth in the exhibition area. It was a huge booth, covering various software offerings in the front, and servers and storage systems in the back. Here I am next to the "IBM Watson" simulator, allowing people to play Jeopardy! game against Watson.
In the front was "EoS" which stands for "Exchanging Opinions for Solutions" -- an interactive screen developed by Somnio that allows people to enter questions and opinions and get crowd-sourced answers from people following the Twitter stream. The EoS was connected to the [IBM Mobile App] so people could follow the conversation.
IBM Customer Appreciation Events
On Monday evening we had some customer appreciation events. First was for IBM customers of "JD Edwards", which runs on "IBM i" operating system on POWER servers. This was an elegant affair at the [Weinstein Gallery] surrounded by works of art by Pablo Picasso and Marc Chagall. One customer expressed concern that Oracle would functionally stabilize JD Edwards "World" software and force everyone to move over to "Enterprise One". I told him that I had seen the roadmap for "World" and there are three healthy releases planned for its future. He should have nothing to worry about. IBM and Oracle will work together to make sure our mutual customers get the solutions they need.
Later, we went to the "Infusion" bar for another "IBM appreciation" event with a live band. Here's a Polaroid photo taken of me in the crowd.
Titan Gala Award Reception
On Tuesday night, Oracle gave out awards in 29 categories. IBM won three this year. I took a photo with the ladies from Beach Blanket Babylon, and a mermaid! Joining me to celebrate the awards were IBMers Carolann Kohler, Boyd Fenton, Sue Haad, and Susan Adomovich.
This is my first time attending Oracle OpenWorld, so naively I asked why there were only 29 categories and not an even 30. The IBMers joked that the 30th might as well have been "Best Server/Storage Platform for Integer Math" which Larry Ellison conceded that IBM's POWER 795 server wins over Oracle's new SPARC T4 Supercluster. As Larry said during his keynote "We still have some work to do to beat IBM!"
The event was held at the San Francisco City Hall, I got to walk on the red carpet, with lavish food and drink. I was even given a hand-rolled cigar! Thank you Oracle! We are proud to be your "Diamond Partner" helping our mutual customers get the most out of our solutions.
The "Booth Babes" Controversy
At the EMC booth, these three lovely ladies, Jennifer, Tamara and Manuela, were just a few of the dozen so-called booth babes EMC hired from a local agency. Attendees with technical questions were directed to the EMC guys in the back of the booth, behind the wall.
IBM stopped using "booth babes" a long while ago. At IBM Booth #1111, we had a healthy balance of real men and women executives, technical experts, and support staff at the IBM booth.
A guy from EMC came over to our booth later to explain that EMC is at two other events this same week, and their technical staff is spread thin. EMC is a small company, and skilled technical people are in short supply. We get it. Not every IT vendor has an army of experts in every category like IBM.
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."
--- Joe Tucci, EMC
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.
Securing Heterogeneous Database Infrastructures: A Comprehensive Approach
10/04/11, 9:45 a.m. -- 10:15 a.m., Solution Spotlight, Booth #1111 Moscone South
Presenter: Al Cooley, Director, IBM InfoSphere Guardium
IBM Business Analystics for Oracle Solutions
10/04/11, 2:15 p.m. -- 2:45 p.m., Solution Spotlight, Booth #1111 Moscone South
Presenter: John Strazdins, ERP Strategy Executive
Consolidated Global View of Your Customer with One Global Billing System
10/04/11, 3:30 p.m. -- 4:30 p.m., OpenWorld session #23650
Presenter: John Waterman, IBM
Enterprise billing system technologies are emerging to assist with global customer views and other challenges banks struggle with today. In this session, Citi discusses its challenges and successes in implementing a global billing system.
Upgrading Your Siebel CRM with Reduced Risk and Lowered Cost: Customer Successes
10/04/11, 3:30 p.m. -- 4:30 p.m., OpenWorld session #18222
Presenters: Arnaud Wingelaar, IBM; Geetha Sundaram; Agnes Zhang, Oracle
Hear customer success stories about upgrading Siebel CRM. Learn best practices on upgrading with lowered cost, or achieving a high-availability upgrade with zero downtime and reduced risk.
Continuing my week in Washington DC for the annual [2010 System Storage Technical University], here is my quick recap of the keynote sessions presented Monday morning. Marlin Maddy, Worldwide Technical Events Executive for IBM Systems Lab Services and Training, served as emcee.
Roland Hagan, IBM Vice President for IBM System x server platform, presented on how IBM is redefining the x86 computing experience. More than 50 percent of all servers are x86 based. These x86 servers are easy to acquire, enjoy a large application base, and can take advantage of readily available skilled workforce for administration. The problem is that 85 percent of x86 processing power remains idle, energy costs are 8 times what they were 12 years ago, and management costs are now 70 percent of the IT budget.
IBM has the number one market share for scalable x86 servers. Roland covered the newly announced eX5 architecture that has been deployed in both rack-optimized models as well as IBM BladeCenter blade servers. These can offer 2x the memory capacity as competitive offerings, which is important for today's server virtualization, database and analytics workloads. This includes 40 and 80 DIMM models of blades, and 64 to 96 DIMM models of rack-optimized systems. IBM also announced eXFlash, internal Solid State Drives accessible at bus speeds. FlexNode allows a 4-node system to dynamically change to 2 separate 2-node systems.
By 2013, analysts estimate that 69 percent of x86 workloads will be virtualized, and that 22 percent of servers will be running some form of hypervisor software. By 2015, this grows to 78 percent of x86 workloads being virtualized, and 29 percent of servers running hypervisor.
Doug Balog, IBM Vice President and Disk Storage Business Line Executive, presented how the growth of information results in a "perfect storom" for the storage industry. Storage Admins are focused on managing storage growth and the related costs and complexity, proper forecasting and capacity planning, and backup administration. IBM's strategy is to help clients in the following areas:
Storage Efficiency - getting the most use out of the resources you invest
Service Delivery - ensuring that information gets to the right people at the right time, simplify reporting and provisioning
Data Protection - protecting data against unethical tampering, unauthorized access, and unexpected loss and corruption
He wrapped up his talk covering the success of DS8700 and XIV. In fact, 60 percent of XIV sales are to EMC customers. The TCO of an XIV is less than half the TCO of a comparable EMC VMAX disk system.
Dave McQueeney, IBM Vice President for Strategy and CTO for US Federal, covered how IBM's Smarter Planet vision for smarter cities, smarter healthcare, smarter energy grid and smarter traffic are being adopted by the public sector. Almost every data center in US Federal government is out of power, floor space and/or cooling capability. An estimated 80 percent of US Federal government IT budgets are spent on maintenance and ongoing operations, leaving very little left over for the big transformational projects that President Barack Obama wants to accomplish.
Who has the most active Online Transaction Processing (OLTP)? You might guess a big bank, but it is the US Department of Homeland Security (DHS), with a system processing 600 million transactions per day. Another government agency is #2, and the top Banking application is finally #3. The IBM mainframe has solved problems 10 to 15 years ago that the distributed systems are just now encountering today. Worldwide, more than 80 percent of banks use mainframes to handle their financial transactions.
IBM's recent POWER7 set of servers are proving successful in the field. For example, Allianz was able to consolidate 60 servers to 1. Running DB2 on POWER7 server is 38 percent less expensive than Oracle on x86 Nehalem processors. For Java, running JVM on POWER7 is 73 percent better than JVM on x86 Nehalem.
The US federal government ingests a large amount of data. It has huge 10-20 PB data warehouses. In fact, the amount of GB received every year by the US federal government alone exceed the production of all disk drives produced by all drive manufacturers. This means that all data must be processed through "data reduction" or it is gone forever.
The last keynote for Monday was given by Clod Barrera, IBM Distinguished Engineer and Chief Technical Strategist for System Storage. He started out shocking the audience with his view that the "disk drive industry is a train wreck". While R&D in disk drives enjoyed a healthy improvement curve up to about 2004, it has now slowed down, getting more difficult and more expensive to improve performance and capacity of disk drives. The rest of his presentation was organized around three themes:
Integrated Stacks - while new-comers like Oralce/Sun and the VCE coalition are promoting the benefits of integrated stacks, IBM has been doing this for the past five decades. New advancements in Server and Storage virtualization provide exciting new opportunities.
Integrated Systems - solutions like IBM Information Archive and SONAS, and new features like Easy Tier that help adopt SSD transparently. As it gets harder and harder to scale-up, IBM has moved to innovative scale-out architectures.
Integrated Data Center management - companies are now realizing that management and governance are critical factors of success, and that this needs to be integrated between traditional IT, private, public and hybrid cloud computing.
This was a great inspiring start for what looks like an awesome week!
Continuing my post-week coverage of the [Data Center 2010 conference], Wendesday afternoon included a mix of sessions that covered storage and servers.
Enabling 5x Storage Efficiency
Steve Kenniston, who now works for IBM from recent acquisition of Storwize Inc, presented IBM's new Real-Time Compression appliance. There are two appliances, one handles 1 GbE networks, and the other supports mixed 1GbE/10GbE connectivity. Files are compressed in real-time with no impact to performance, and in some cases can improve performance because there is less data written to back-end NAS devices. The appliance is not limited to IBM's N series and NetApp, but is vendor-agnostic. IBM is qualifying the solution with other NAS devices in the market. The compression can compress up to 80 percent, providing a 5x storage efficiency.
Townhall - Storage
The townhall was a Q&A session to ask the analysts their thoughts on Storage. Here I will present the answer from the analyst, and then my own commentary.
Are there any gotchas deploying Automated Storage Tiering?
Analyst: you need to fully understand your workload before investing any money into expensive Solid-State Drives (SSD).
Commentary: IBM offers Easy Tier for the IBM DS8000, SAN Volume Controller, and Storwize V7000 disk systems. Before buying any SSD, these systems will measure the workload activity and IBM offers the Storage Tier Advisory Tool (STAT) that can help identify how much SSD will benefit each workload. If you don't have these specific storage devices, IBM Tivoli Storage Productivity Center for Disk can help identify disk performance to determine if SSD is cost-justified.
Wouldn't it be simpler to just have separate storage arrays for different performance levels?
Analyst: No, because that would complicate BC/DR planning, as many storage devices do not coordinate consistency group processing from one array to another.
Commentary: IBM DS8000, SAN Volume Controller and Storwize V7000 disk systems support consistency groups across storage arrays, for those customers that want to take advantage of lower cost disk tiers on separate lower cost storage devices.
Can storage virtualization play a role in private cloud deployments?
Analyst: Yes, by definition, but today's storage virtualization products don't work with public cloud storage providers. None of the major public cloud providers use storage virtualization.
Commentary: IBM uses storage virtualization for its public cloud offerings, but the question was about private cloud deployments. IBM CloudBurst integrated private cloud stack supports the IBM SAN Volume Controller which makes it easy for storage to be provisioned in the self-service catalog.
Can you suggest one thing we can do Monday when we get back to the office?
Analyst: Create a team to develop a storage strategy and plan, based on input from your end-users.
Commentary: Put IBM on your short list for your next disk, tape or storage software purchase decision. Visit
[ibm.com/storage] to re-discover all of IBM's storage offerings.
What is the future of Fibre Channel?
Analyst 1: Fibre Channel is still growing, will go from 8Gbps to 16Gbps, the transition to Ethernet is slow, so FC will remain the dominant protocol through year 2014.
Analyst 2: Fibre Channel will still be around, but NAS, iSCSI and FCoE are all growing at a faster pace. Fibre Channel will only be dominant in the largest of data centers.
Commentary: Ask a vague question, get a vague answer. Fibre Channel will still be around for the next five years.
However, SAN administrators might want to investigate Ethernet-based approaches like NAS, iSCSI and FCoE where appropriate, and start beefing up their Ethernet skills.
Will Linux become the Next UNIX?
Linux in your datacenter is inevitable. In the past, Linux was limited to x86 architectures, and UNIX operating systems ran on specialized CPU architectures: IBM AIX on POWER7, Solaris on SPARC, HP-UX on PA-RISC and Itanium, and IBM z/OS on System z Architecture, to name a few. But today, Linux now runs on many of these other CPU chipsets as well.
Two common workloads, Web/App serving and DBMS, are shifting from UNIX to Linux. Linux Reliability, Availability and Serviceability (RAS) is approaching the levels of UNIX. Linux has been a mixed blessing for UNIX vendors, with x86 server margins shrinking, but the high-margin UNIX market has shrunk 25 percent in the past three years.
UNIX vendors must make the "mainframe argument" that their flavor of UNIX is more resilient than any OS that runs on Intel or AMD x86 chipsets. In 2008, Sun Solaris was the number #1 UNIX, but today, it is IBM AIX with 40 percent marketshare. Meanwhile HP has focused on extending its Windows/x86 lead with a partnership with Microsoft.
The analyst asks "Are the three UNIX vendors in it for the long haul, or are they planning graceful exits?" The four options for each vendor are:
Milk it as it declines
Accelerate the decline by focusing elsewhere
Impede the market to protect margins
Re-energize UNIX base through added value
Here is the analyst's view on each UNIX vendor.
IBM AIX now owns 40 percent marketshare of the UNIX market. While the POWER7 chipset supports multiple operating systems, IBM has not been able to get an ecosystem to adopt Linux-on-POWER. The "Other" includes z/OS, IBM i, and other x86-based OS.
HP has multi-OS Itanium from Intel, but is moving to Multi-OS blades instead. Their "x86 plus HP-UX" strategy is a two-pronged attack against IBM AIX and z/OS. Intel Nehalem chipset is approaching the RAS of Itanium, making the "mainframe argument" more difficult for HP-UX.
Before Oracle acquired Sun Microsystems, Oracle was focused on Linux as a UNIX replacement. After the acquisition, they now claim to support Linux and Solaris equally. They are now focused on trying to protect their rapidly declining install base by keeping IBM and HP out. They will work hard to differentiate Solaris as having "secret sauce" that is not in Linux. They will continue to compete head-on against Red Hat Linux.
An interactive poll of the audience indicated that the most strategic Linux/UNIX platform over the next next five years was Red Hat Linux. This beat out AIX, Solaris and HP-UX, as well as all of the other distributions of Linux.
The rooms emptied quickly after the last session, as everyone wanted to get to the "Hospitality Suites".
The last keynote session of the [Oracle OpenWorld 2011] conference was Oracle making a few major announcements.
Steve Miranda, Senior VP for Oracle Applications, explained the new "Fusion 11g Apps" which are now generally available. Basically, they took all the scattered applications they have from acquisitions of PeopleSoft, JD Edwards, Siebel and so on, and re-wrote them to industry-standard Java so that they would all run either on-premise or in the Cloud. The Enterprise Apps come in seven categories: Financials like General Ledger and Payroll; Human Capital Management (HCM) formerly known as Human Resources; Supply Chain Management (SCM); Customer Relationship Management (CRM); Governance Risk and Compliance (GRC); Procurement; and Project/Portfolio Management (PPM). Oracle also has "Industry Apps" for specific verticals.
All of these apps have "embedded BI" (business intelligence), such as dashboards, multi-dimensional calculations, decision support, and real-time optimization. This is intended to help the end-user answer four questions:
What do you need to do today?
How to get it done?
What you need to know today?
Who can help you?
Larry Ellison, Oracle CEO, said that it took six years to rewrite all the Fusion Apps. They used an "agile" development model with over 200 early adopters to ensure that these applications were successful. They were under a "controlled release program" but now that is over, and the applications are generally available. Larry indicates that these applications were developed under the concepts of Service Oriented Architecture [SOA], which neither Salesforce.com nor SAP R3 have.
(This made me chuckle. SOA was initially developed by IBM and Microsoft, but is now industry standard. There is no reason not to develop software that isn't SOA.)
Following the IBM model, Oracle has built-in the security at the OS, Database and Middleware layer, rather than in each application. As IBM has understood for several decades, a secure infrastructure is the way to go so that all applications are secure.
With all these Fusion Apps now re-written so that they work on industry-standard Java (J2EE, actually), allowing them to run either on-premise or out on the Cloud, Larry Ellison said "I guess we need a Cloud!" This started his announcement of the "Oracle Public Cloud" [OPC]. OPC has both PaaS and SaaS. The PaaS would offer VM instances with support for database and Java services. The SaaS would be all the Fusion Apps rented on the "as-a-service" model. Rather than force everyone to Oracle 11g, you can run any Oracle database on OPC, and you can run any Java or J2EE application on the OPC.
Your data is portable. Larry is pro-choice, and wants people to be able to move from any cloud to any cloud. Since it's based on industry-standard Java, applications can move seamlessly between OPC, Amazon EC2 and IBM SmartCloud. IBM has been a major force behind [Open Cloud Standards], so it is always good that other major vendors follow suit.
He quoted [someone as saying "Beware of False Clouds"] This was Salesforce.com CEO Marc Benioff's attack against all "Private Cloud" IT vendors. Larry twisted this to say he agrees, "True Clouds" are based on open industry standards, and "False Clouds" are vendor-lockin. OPC is based on Java, J2EE, XML, BPEL and Ruby on Rails, whereas Salesforce.com is based on proprietary Heroku and APEX. He called Salesforce.com the "Roach Motel of Cloud Computing" .. you can check in, but you can't check out.
OPC plans to offer some "data sources", including Dun&Bradstreet news feed, Twitter, Facebook and other social networks. It is based on a monthly subscription using a self-service portal. The resources are elastic, with capacity delivered on demand. He claims that Salesforce.com is rate-limited, and cancels long-running jobs if they are consuming too many resources. Larry said OPC would never do that.
Larry said that there are private-only offerings like SAP R3, and public-only offerings like Salesforce.com, Workday, and Taleo, but Oracle instead has adopted the IBM model of supporting choice between private, public and hybrid clouds.
Larry then attacked "Multi-tenancy", specifically, the idea that SaaS providers often use a single database instance, but then create a column to identify which records belong to which tenants. He said this was state-of-the-art 15 years ago, but is a bad idea now. Too risky. Instead, Larry's OPC has unique database instances for each tenant through virtualization.
Larry also announced the Oracle Social Network (OSN). This is a corporate-version of Facebook, that supports collaboration and file-sharing, similar to IBM [LotusLive], Google Docs, or Microsoft Office365. All of the Fusion Apps are written to interface directly with the OSN or any of these other social networks through APIs. This includes navigation and integrated social networking. He also indicated that all Fusion Apps run on mobile devices. He showed the SAP R3 GUI, and said it reminded him of "the fins on a 1968 Cadillac!"
Larry said that other CRM SaaS focus on helping sales managers track their employees, but Oracle's CRM helps sellers sell more.
He then gave an example of a mythical sales manager Bob, and his sales employee Julian, selling two Exadata boxes for $4.8 Million USD. A "safe harbor" statement was shown at the beginning of this keynote, to make sure nobody asks to buy Exadata boxes this cheap.
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:
5:30pm - 7:00pm
Keynote session, Moscone North, Hall D
7:15pm - 10:30pm
IBM Team Dinner
8:00am - 9:15am
Keynote session, Moscone North, Hall D
9:45am - 4:30pm
IBM Booth #1111, Moscone South
5:00pm - 7:00pm
JD Edwards Customer Appreciation Event
8:00am - 9:15am
Keynote session, Moscone North, Hall D
9:45am - 6:00pm
IBM Booth #1111, Moscone South
7:00pm - 9:30pm
Titan Award Gala, SF City Hall
8:00am - 9:15am
Keynote session, Moscone North, Hall D
9:45am - 4:00pm
IBM Booth #1111, Moscone South
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:
Intel: Booth #711 at Moscone South
Java One: Booth #5608 at the Hilton San Francisco, Continental Ballroom
JD Edwards Pavilion: Booth HSJ-002 at the Westin St. Francis Hotel
Netezza, a newly acquired IBM company: Booth #3723 at Moscone West
I arrive Sunday afternoon. If you arrive Sunday, here are some things IBM is featuring:
Network with Other Quest IBM Customers on PeopleSoft
10/02/11, 10:00 a.m. – 11:00 a.m., OpenWorld session #29020
Presenter: Steve Johnston, IBM
Discuss topics of interest with your peers in this special interest group meeting for IBM customers using Oracle's PeopleSoft Enterprise applications.
Network with Other Quest IBM Customers on JD Edwards
10/02/11, 11:15 a.m. – 12:15 p.m., OpenWorld session #29001
Presenter: Steve Johnston, IBM
Discuss topics of interest with your peers in this special interest group meeting for IBM customers using Oracle's JD Edwards EnterpriseOne or JD Edwards World applications.
IOUG: Oracle Business Intelligence Enterprise Edition/Oracle Business Intelligence Applications (27380)
10/02/11, 12:15 p.m. – 1:15 p.m., OpenWorld session #27380
Presenters: Shyam Nath, IBM; Florian Schouten, Oracle
This session looks at Oracle Business Intelligence Enterprise Edition (OBIEE) and Oracle Business Intelligence Applications solutions. Hear what's new in OBIEE Release 18.104.22.168 and how that affects Oracle BI Applications implementations. Learn how mobile BI support in OBIEE adds new meaning to pervasive BI.
IOUG: Oracle Exadata Customer Panel
10/02/11, 1:30 p.m. – 2:30 p.m., OpenWorld session #27261
Presenters: Shyam Nath, IBM; Vinod Haval, Bank of America
This moderated panel discussion includes Oracle Exadata customers, Oracle product managers, and implementers who will share their real work implementation experiences and how they overcame the challenges in the process.
Managing Your Oracle Applications in Today's Economy: Ask the Experts
10/02/11, 1:30 p.m. – 3:30 p.m., OpenWorld session #29280
Presenter: Frances Wells, IBM
Attend a panel discussion of your peers as they discuss how effective data management strategies have helped them reduce costs, streamline test and development projects, and improve Oracle application performance while increasing IT efficiencies.
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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 Mainframe/Mini-computers, to Client/Server and Web, to Virtualization in the Cloud. He also indicated that Google's acquisition of Motorola was indicative of the "Death of the PC".
High Tech companies must re-invent themselves to stay relevant. Here were Cisco's five "Foundational Priorities":
Leadership in the Core. This refers to his core business of high-end Ethernet and Fibre Channel directors.
Collaboration. This was the original promise of networking computers together, was to bring people together also. He feels that "Collaboration" will take off in the 2010's.
Data Center/Virtualization/Cloud. Cisco is now in the business of selling computers. They are now #2 in North America for x86 server sales, and #3 globally. In this regard, they are a direct competitor to both IBM and Oracle at this conference. John wants to create "borderless" networks between Private and Public clouds. He claims that they have now 8,228 Ciscu UCS customers over the past 18 months. This was a slam at Oracle, who hasn't sold half that many new systems in the same time period.
Video. John indicated that every product in the Cisco family is video-enabled, from the Cius tablet, to WebEx, to TelePresence, to all of his switches and directors. In theory, the "Flip" video cam that Cisco dropped in their latest round of layoffs would have also been counted in that category. John indicates that he envisions video will take over as the predominant communication mechanism. Back in 2006, at Oracle OpenWorld, John showed a chart that indicated that people will transition from passive TV-watchers to active video producers. Here we are five years later, and while 24 hours' worth of video are uploaded to YouTube every second, most people are still TV-watchers.
Architectures for Business Transformation. He elaborated on this to refer to issues like reliability, security, and products that are designed to work together. Business and Government leaders are focused on their business, not technology.
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.