Praying to the hypervisor God

I was reading a great article by Frank Denneman about storage intelligence moving up the stack. It was pretty much in line with what I have been observing in the past 18 months or so, about the storage pendulum having swung back to DAS (direct attached storage). To be more precise, the DAS form factor I am referring to are physical server hardware that houses many disk drives.

Like it or not, the hypervisor has become the center of the universe in the IT space. VMware has become the indomitable force in the hypervisor technology, with Microsoft Hyper-V playing catch-up. The seismic shift of these 2 hypervisor technologies are leading storage vendors to place them on to the altar and revering them as deities. The others, with the likes of Xen and KVM, and to lesser extent Solaris Containers aren’t really worth mentioning.

This shift, as the pendulum swings from networked storage back to internal “direct-attached” storage are dictated by 4 main technology factors:

  • The x86 server architecture
  • Software-defined
  • Scale-out architecture
  • Flash-based storage technology

Anyone remember Thumper? Not the Disney character from the Bambi movie!

thumper-bambi-cartoon-character

When the SunFire X4500 (aka Thumper) was first released in (intermission: checking Wiki for the right year) in 2006, I felt that significant wound inflicted in the networked storage industry. Instead of the usual 4-8 hard disk drives in the all the industry servers at the time, the X4500 4U chassis housed 48 hard disk drives. The design and architecture were so astounding to me, I even went and bought a 1U SunFire X4150 for my personal server collection. Such was my adoration for Sun’s technology at the time.

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Novell Filr about to be revealed

My training engagement landed me in Manila this week. At the back of my mind is Novell Filr, first revealed to me a week ago by my buddy at Novell Malaysia. After almost 18 months since I first wrote about it, Novell Filr is about to be revealed in my blog within this month. And it has come at an opportune time, because the enterprise BYOD/file synchronization market is about to take off.

Gartner defines this market as Enterprise File Synchronization and Sharing (EFSS) and it is already a very crowded market given the popularity of Dropbox, Box.net, Sugarsync and many, many others. It is definitely a market that is coveted by many but mastered by a few. There are just too many pretenders and too few real players.

The proliferation of smart phones and tablets and other mobile devices has opened up a burgeoning need to have data everywhere. The wonderfulness of having data right at the fingertips every time they are wanted give rise to the need of wanting business and corporate data to be available as well. The power of having data instantly at the swipe of our fingers on the touchscreen is akin us feeling like God, giving life to our communication and us making opportunities come alive at the very moment. Continue reading

Time for Fujitsu Malaysia to twist and shout and yet …

The worldwide storage market is going through unprecedented change as it is making baby steps out of one of the longest recessions in history. We are not exactly out of the woods yet, given the Eurozone crisis, slowing growth in China and the little sputters in the US economy.

Back in early 2012, Fujitsu has shown good signs of taking market share in the enterprise storage but what happened to that? In the last 2 quarters, the server boys in the likes of HP, IBM and Dell storage market share have either shrunk (in the case of HP and Dell) or tanked (as in IBM). I would have expected Fujitsu to continue its impressive run and continue to capture more of the enterprise market, and yet it didn’t. Why?

I was given an Eternus storage technology update by the Fujitsu Malaysia pre-sales team more than a year ago. It has made some significant gains in technology such as Advanced Copy, Remote Copy, Thin Provisioning, and Eco-Mode, but I was unimpressed. The technology features were more like a follower, since every other storage vendor in town already has those features.

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The reports are out!

It’s another quarter and both Gartner and IDC reports on disk storage market are out.

What does it take to slow down EMC, who is like a behemoth beast mowing down its competition? EMC, has again tops both the charts. IDC Worldwide Disk Storage Tracker for Q1 of 2012 puts EMC at 29.0% of the market share, followed by NetApp at 14.1%, and IBM at 11.4%. In fourth place is HP with 10.2% and HDS is placed fifth with 9.4%.

In the Gartner report, EMC has the lead of 32.5%, followed by NetApp at 12.7% and IBM with 11.0%. HDS held fourth place at 9.5% and HP is fifth with 9.0%. Continue reading

Gartner WW ECB 4Q11

The Gartner Worldwide External Controller Based Disk Storage market numbers were out last night, and perennially follows IDC Disk Storage System Tracker.

The numbers posted little surprise, after a topsy-turvy year for vendors like IBM, HP and especially NetApp. Overall, the positions did not change much, but we can see that the 3 vendors I mentioned are facing very challenging waters ahead. Here’s a look at the overall 2011 numbers:

EMC is unstoppable, and gaining 3.6% market share and IBM lost 0.2% market share despite having strong sales with their XIV and StorWize V7000 solutions. This could be due to the lower than expected numbers from their jaded DS-series. IBM needs to ramp up.

HP stayed stagnant, even though their 3PAR numbers have been growing well. They were hit by poor numbers from the EVA (now renumbered as P6000s), and surprisingly their P4000s as well. Looks like they are short-lefthanded (pun intended) and given the C-level upheavals it went through in the past year, things are not looking good for HP.

Meanwhile, Dell is unable to shake off their EMC divorce alimony, losing 0.8% market share. We know that Dell has been pushing very, very hard with their Compellent, EqualLogic, and other technologies they acquired, but somehow things are not working as well yet.

HDS has been the one to watch, with its revenue numbers growing in double digits like NetApp and EMC. Their market share gain was 0.6%, which is very good for HDS standards. NetApp gained 0.8% market share but they seem vulnerable after 2 poor quarters.

The 4th quarter for 2011 numbers are shown below:

I did not blog about IDC QView numbers, which reports the storage software market share but just to give this entry a bit of perspective from a software point of view. From the charts of The Register, EMC has been gaining marketshare at the expense of the rest of the competitors like Symantec, IBM and NetApp.

Tabulated differently, here’s another set of data:

On all fronts, EMC is firing all cylinders. Like a well-oiled V12 engine, EMC is going at it with so much momentum right now. Who is going to stop EMC?

Gartner 3Q2011 WW ECB Disk Storage Market

Just after IDC released their numbers of their worldwide Disk Storage System Tracker (Read my blog) 10 days ago, Gartner released their Worldwide External Controller Based (ECB) Disk Storage Market report for Q3 of 2011.

The storage market remains resilient (for now) and growing 10.4% in terms of revenue, despite the hard economic conditions. The table below shows the top 7 storage vendors and their relation to their Q2 numbers.

 

EMC remained at the top and gained a massive 3.6% jump in market share. Looks like they are firing all cylinders and chugging like an unstoppable steam train. IBM gained 0.1% in second place as its stable of DS8000, XIV and Storewize V7000 is taking shape. Even though IBM has been holding steadily, I still think that their present storage lineup is staggered and lacks that seamless upgrade path for their customers.

NetApp, which I always terms as the “little engine that could”, is slowing down. They were badly hit in the last quarter, delivering lower than expected revenue numbers according to the analysts. Their stock took a tumble too. As quoted by Gartner, “NetApp’s third-quarter results reflect an overdependence on a few large customers, limited geographic coverage in high-growth countries and increased competition from Dell, EMC, HP and IBM in the midrange modular ECB disk array market segment.

I wrote in my recent blog, that NetApp has to start evolving from a pure-play storage vendor into a total storage and data management solution vendor. The recent rumours of NetApp’s interests in Commvault and Quantum should make a lot of sense if NetApp decides to make that move. Come on, NetApp! What are you waiting for?

HP came back strong in this report. They are in 4th place with 10.4% market share and hot on NetApp’s heels. After many months of nonsensical madness – Leo Apotheker firing, trying to ditch the PC business, the killing of WebOS tablet, the very public Oracle-HP spat – things are beginning to settle a bit under their new CEO, Meg Whitman. In a recent HP Discover conference in Vienna, it was reported that the HP storage team is gung-ho of what they have in their arsenal right now. They called it “The 4 Jewels of HP Storage Crown” which includes 3PAR, Ibrix, StoreOnce and LeftHand. They also leap-frogged over HDS and Dell in the recent Gartner Magic Quadrant (See below).

Kudos to HP and team.

HDS seems to be doing well, and so is Dell. But the Gartner numbers tell a different story. HDS, lost market share and now shares 7.8% market share with Dell. Dell, despite its strong marketing on Compellent, could not make up its loss after breaking off with EMC.

Fujitsu and Oracle completes the line up.

My conclusion: HP and IBM are coming back; EMC is well and far ahead of everyone else; NetApp has to evolve; Dell still lacking in enterprise storage savviness despite having good technology; No comments about HDS. 

Magic on storage players

It’s that time of the year again where Gartner releases it Magic Quadrant for the block-access, external controller-based, mid-range and high-end modular disk arrays market. This particular is very important because it represents the mainstay of the overall storage industry, viewed from a more qualitative angle. Whereas the other charts and reports work with statistics and numbers, this is the chart that everyone in the industry flock to. Gartner Magic Quadrant (MQ) is the storage industry indicator of who’s are the leaders; who are the visionaries; who are the executive wizards and who are the laggards (also known as niche players).

So, this time around, who’s in the Leaders Quadrant?

The perennial players in the Leader’s Quadrant are EMC, IBM, NetApp, HP, Dell, and HDS. In my previous blog, I shared with you the IDC figures about market shares but the Gartner MQ shows are more subtle side, and one that perhaps carry more weight to organizations.

From the IDC numbers announced previously, we have seen Dell taking a beating. They have lost market share and similarly in this latest Gartner MQ, they have lost their significance of their influence as well. Everyone expected their Compellent solution to be robust and having EqualLogic, Ocarina and Exanet in its stable would strengthen their presence in the storage industry. Surprisingly, Dell lost on both IDC statistically charged market numbers and this Gartner MQ as well. Perhaps they were too hasty to dump EMC a few months ago?

Gartner also reported that HP has made significant leap in the Leader’s Quadrant. It has leapfrogged over HDS and IBM when comparing their position in Gartner’s MQ chart. This could be coming from their concerted effort to pitch their Converged Infrastructure, a vision that in my opinion, simplified computing. HP Malaysia shared with me their vision a few months ago, and I was impressed. What I was not very impressed then and even now, is that their storage solutions story is still staggered, lacking the gel. Perhaps it is work in progress for HP, the 3PAR, the IBRIX and the EVA. But one things for sure. They are slowly but surely getting the StoreOnce story right and that’s good news for customers. I did a review of HP StoreOnce technology a few months ago.

Perhaps it’s time for HP to ditch their VLS deduplication, which to me, confuses customers. By the way, HP VLS is an OEM from Sepaton. (Sepaton is “No tapes” spelled backwards)

Here’s a glimpse of last year’s Magic Quadrant.

 

In the Niche Quadrant, there are a few players making waves as well. 2 companies to watch out for are Huawei (they dropped Symantec 2 weeks ago) and Nexsan. Nexsan has been beefing up its marketing of late, and I often see them in mailing lists and ads on some websites I went to.

But the one to watch will be Huawei. This is a company with deep pockets, hiring the best in the storage industry and also has a very strong domestic market in China. In the next 2-3 years, Huawei could emerge as a strong contender to the big boys. So watch out!

Gartner Magic Quadrant is indeed weaving its magic and this time around the magic is good to HP.