I have always wanted to look deeper into OpenStack, but I never got around to it. However, last week, something about NASA and OpenStack caught my attention … something about NASA pulling out of OpenStack development.
The spin was that “OpenStack has come on its own” is true, because OpenStack today has 180 (at last count on June 20th 2012) companies participating and contributing to the development, deployment and marketing of the highly popular Infrastructure-as-a-Service cloud computing project. So, the NASA withdrawal was not as badly felt as to what NASA had said next.
When NASA CIO Linda Cureton announced that NASA has shifted to Amazon Web Services (AWS) for their enterprise cloud-based infrastructure and they have saved almost a million dollars in costs, that was a clear and blatant impalement to the very heart and soul of OpenStack. NASA, one of the 2 founders of OpenStack in 2009, has switched sides to announce their preference to OpenStack’s rival, AWS. It pains me to just listen to the such a defection. Continue reading →
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 →
It is kind of interesting when every vendor out there claims that they are as open as they can be but the very reality is, the competitive nature of the game is really forcing storage vendors to speak open, but their actions are certainly not.
Confused? I am beginning to see a trend … a trend that is forcing customers to be locked-in with a certain storage vendor. I am beginning to feel that customers are given lesser choices, especially when the brand of the server they select for their applications will have implications on the brand of storage they will be locked in into.
And surprise, surprise, SSDs are the pawns of this new cloak-and-dagger game. How? Well, I have been observing this for quite a while now, and when HP announced their SMART portfolio for their storage, it’s time for me to say something.
In the announcement, it was reported that HP is coming out with its 8th generation ProLiant servers. As quoted:
“The eighth generation ProLiant is turbo-charging its storage with a Smart Array containing solid state drives and Smart Caching.”
“It also includes two Smart storage items: the Smart Array controllers and Smart Caching, which both feature solid state storage to solve the disk I/O bottleneck problem, as well as Smart Data Services software to use this hardware”
From the outside, analysts are claiming this is a reaction to the recent EMC VFCache product. (I blogged about it here) and HP was there to put the EMC VFcache solution as a first generation product, lacking the smarts (pun intended) of what the HP products have to offer. You can read about its performance prowess in the HP Connect blog.
The idea is very obvious. Put in a PCIe-based flash caching card in the server, and use a condescending caching/tiering technology that ties the server to a certain brand of storage. Only with this card, that (incidentally) works only with this brand of servers, will you, Mr. Customer, be able to take advantage of the performance power of this brand of storage. Does that sound open to you?
HP is doing it with its ProLiant servers; Dell is doing it with its ExpressFlash; EMC’s VFCache, while not advocating any brand of servers, is doing it because VFCache works only with EMC storage. We have seen Oracle doing it with Oracle ExaData. Oracle Enterprise database works best with Oracle’s own storage and the intelligence is in its SmartScan layer, a proprietary technology that works exclusively with the storage layer in the Exadata. Hitachi Japan, with its Hitachi servers (yes, Hitachi servers that we rarely see in Malaysia), already has such a technology since the last 2 years. I wouldn’t be surprised that IBM and Fujitsu already have something in store (or probably I missed the announcement).
NetApp has been slow in the game, but we hope to see them coming out with their own server-based caching products soon. More pure play storage are already singing the tune of SSDs (though not necessarily server-based).
The trend is obviously too, because the messaging is almost always about storage performance.
Yes, I totally agree that storage (any storage) has a performance bottleneck, especially when it comes to IOPS, response time and throughput. And every storage vendor is claiming SSDs, in one form or another, is the knight in shining armour, ready to rid the world of lousy storage performance. Well, SSDs are not the panacea of storage performance headaches because while they solve some performance issues, they introduce new ones somewhere else.
But it is becoming an excuse to introduce storage vendor lock-in, and how has the customers responded this new “concept”? Things are fairly new right now, but I would always advise customers to find out and ask questions.
Cloud storage for no vendor lock-in? Going to the cloud also has cloud service provider lock-in as well, but that’s another story.
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?
I have been an avid reader of SearchStorage Storage magazine for many years now and have been downloading their free PDF copy every month. Quietly snugged at the end of January 2012’s issue, there it was, the Storage magazine 6th annual Quality Awards for NAS.
I was pleasantly surprised with the results because in the previous annual awards, it would dominated by NetApp and EMC but this time around, a dark horse has emerged. It is Oracle who took top honours in both the Enterprise and the Mid-range categories.
The awards are the result of Storage Magazine’s survey and below is an excerpt about the survey:
In both categories covering the Enterprise and the Mid-Range, the overall ratings are shown below:
Surprised? You bet because I was.
The survey does not focus on speeds and feeds or comparing scalability or performance. Rather, the survey focuses on the qualitative aspects of the NAS products. There were many storage vendors who were part of the participation lists but many did not qualify to be make a dent of what the top 6 did. Here’s a list of the vendors surveyed:
The qualitative aspects of the survey focused on 5 main areas:
Sales force competency
Initial Quality
Product Features
Product Reliability
Technical Support
In each of the 5 main areas, customers were asked a series of questions. Here is a breakdown of those questions of each area.
Sales Force Competency
Are the sales force knowledgeable about their products and their customer’s industries?
How flexible are their sales effort?
How good are they keeping the customer’s interest levels up?
Initial Product Quality
Does the product need little or no vendor intervention?
Ease of installation and ease of use
Good value for money
Reasonable requirement from Professional Service or needing little Professional Service
Installation without defects
Getting it right the first time
Product Features
Storage management features
Mirroring features
Capacity scaling features
Interoperable with other vendor’s products
Remote replication features
Snapshotting features
Product Reliability
Vendor provide comprehensive upgrading procedures
Ability to meet Service Level Agreement (SLA)
Experiences very little downtime
Patches applied non-disruptively
Technical Support
Taking ownership of the customer’s problem
Timely problem resolution and technical advice
Documentation
Vendor supplies support contractually as specified
Vendor’s 3rd party partners are knowledgeable
Vendor provide adequate training
These are some of the intangibles that customers are looking for when they qualify the NAS solutions from vendors. And the surprising was Oracle just became something to be reckoned with, backed by the strong legacy of customer-centric focus of Sun and StorageTek. If this is truly happening in the US, then kudos to Oracle for maximizing the Sun-Storagetek enterprise genes to put their NAS products to be best-of-breed.
However, on the local front, it seems to me that Oracle isn’t doing much justice to the human potential they have inherited from Sun. A little bird has told me that they got rid of some good customer service people in Malaysia and Singapore just last month and more could be on the way in 2012. All this for the sake of meeting some silly key performance indices (KPIs) of being measured by tasks per day.
The Sun people that I know here in Malaysia and Singapore are gurus who has gone through the fire and thrived and there is no substitute for quality. Unfortunately, in Oracle, it’s all about numbers, whether it is sales or tasks per day.
Well, back to the survey. And of course, the final question would be, “Is the product good enough that you would buy it again?” And the results are …
Good for Oracle in the US but the results do not fully reflect what’s on the ground here in Malaysia, which is more likely dominated by NetApp, HP, EMC and IBM.
I like the way Amazon is building their Cloud Computing services. Amazon Web Services (AWS) is certainly on track to become the most powerful Cloud Computing company in the world. In fact, AWS might already is. But they are certainly not resting on their laurels when they launched 2 new services in as many weeks – Amazon DynamoDB (last week) and Amazon Storage Gateway (this week).
I am particularly interested in the Amazon Storage Gateway, because it is addressing one of the biggest fears of Cloud Computing head-on. A lot of large corporations are still adamant to keep their data on-premise where it is private and secure. Many large corporations are still very skeptical about it even though Cloud Computing is changing the IT landscape in a massive way. The barrier to entry for large corporations is not something easy, but Amazon is adapting to get more IT divisions and departments to try out Cloud Computing in a less disruptive way.
The new service, is really about data storage and data backup for large corporations. This is important because large corporations have plenty of requirements for data storage and data to be backed up. And as we know, a large portion of the data stored does not need to be transactional or to be accessed frequently. This set of data is usually less frequently used, for archiving or regulatory compliance reasons, particular in the banking and healthcare industry.
In the data backup operations, the reason data is backed up is to provide a data recovery mechanism when a disaster strikes. Large corporations back up tons of data every day, weeks or month and this data only has value when there is a situation that requires data relevance, data immediacy or data recovery. Otherwise, it is just plenty of data taking up storage space, be it on disk or on tape.
Both data storage and data backup cost a lot of money, both CAPEX and OPEX. In CAPEX, you are constantly pressured to buy more storage to store the ever growing data. This leads to greater management and administration costs, both contributing heavily into OPEX costs. And I have not included the OPEX costs of floor space, power and cooling, people (training, salary, time and so on) typically adding up to 3-5x the operations costs relative to the capital investments. Such a model of IT operations related to storage cannot continue forever, and storage in the Cloud offers an alternative.
These 2 scenarios – data storage and data backup – are exactly the type of market AWS is targeting. In order to simplify and pacify large corporations, AWS introduced the Amazon Storage Gateway, that eases the large corporations to take some of their IT storage operations to the Cloud in the form of Amazon S3.
The video below shows the Amazon Storage Gateway:
The Amazon Storage Gateway is a piece of software “appliance” that is installed on-premise in the large corporation’s data center. It seamlessly integrates into the LAN and provides a SSL (Secure Socket Layer) connection to the Amazon S3. The data being transferred to the S3 is also encrypted with AES (Advanced Encryption Standard) 256-bit. Both SSL and AES-256 can give customers a sense of security and AWS claims that the implementation meets the data storage and data recovery standards used in the banking and healthcare industries.
The data storage and backup service regularly protects the customer’s data in snapshots, and giving the customer a rapid recovery platform should the customer experienced on-premise data corruption or data disruption. At the same time, the snapshot copies in the Amazon S3 can also be uploaded into Amazon EBS (Elastic Block Store) and testing or development environments can be evaluated and testing with Amazon EC2 (Elastic Compute Cloud). The simplicity of sharing and combining different Amazon services will no doubt, give customers a peace of mind, easing their adoption of Cloud Computing with AWS.
This new service starts with a 60-day free trial and moving on to a USD$125.00 (about Malaysian Ringgit $400.00) per gateway per month subscription fee. The data storage (inclusive of the backup service), costs only 14 cents per gigabyte per month. For 1TB of data, that is approximately MYR$450 per month. Therefore, minus the initial setup costs, that comes to a total of MYR$850 per month, slightly over MYR$10,000 per year.
At this point, I like to relate an experience I had a year ago when implementing a so-called private cloud for an oil-and-gas customers in KL. They were using the HP EVS (Electronic Vaulting Service) to an undisclosed HP data center hosting site in the Klang Valley. The HP EVS, which was an OEM of Asigra, was not an easy solution to implement but what was more perplexing was the fact that the customer had a poor understanding of what would be the objectives and their 5-year plan in keeping with the data protected.
When the first 3-4TB data storage and backup were almost used up, the customer asked for a quotation for an additional 1TB of the EVS solution. The subscription for 1TB was MYR$70,000 per year. That is 7x time more than the AWS MYR$10,000 per year cost! I have to salute the HP sales rep. It must have been a damn good convincing sell!
In the long run, the customer could be better off running their storage and backup on-premise with their HP EVA4400 and adding an additional of 1TB (and hiring another IT administrator) would have cost a whole lot less.
Amazon Web Services has already operating in Singapore for the past 2 years, and I am sure they are eyeing Malaysia as their regional market. Unless and until Malaysian companies offering Cloud Services know to use economies-of-scale to capitalize the Cloud Computing market, AWS is always going to be a big threat to CSP companies in Malaysia and a boon of any companies seeking cloud computing services anywhere in the world.
I urge customers in Malaysia to start questioning their so-called Cloud Service Providers if they can do what AWS is doing. I have low confidence of what the most local “cloud computing” companies can deliver right now. I hope they stop window dressing their service offerings and start giving real cloud computing services to customers. And for customers, you must continue to research and find out more which cloud services meet your business objectives. Don’t be flashed by the fancy jargons or technical idealism thrown at you. Always, always find out more because your business cost is at stake. Don’t be like the customer who paid MYR$70,000 for 1TB per year.
AWS is always innovating and the Amazon Storage Gateway is just another easy-to-adopt step in their quest for world domination.
I am a bit surprised that primary storage deduplication has not taken off in a big way, unlike the times when the buzz of deduplication first came into being about 4 years ago.
When the first deduplication solutions first came out, it was particularly aimed at the backup data space. It is now more popularly known as secondary data deduplication, the technology has reduced the inefficiencies of backup and helped sparked the frenzy of adulation of companies like Data Domain, Exagrid, Sepaton and Quantum a few years ago. The software vendors were not left out either. Symantec, Commvault, and everyone else in town had data deduplication for backup and archiving.
It was no surprise that EMC battled NetApp and finally won the rights to acquire Data Domain for USD$2.4 billion in 2009. Today, in my opinion, the landscape of secondary data deduplication has pretty much settled and matured. Practically everyone has some sort of secondary data deduplication technology or solution in place.
But then the talk of primary data deduplication hardly cause a ripple when compared a few years ago, especially here in Malaysia. Yeah, the IT crowd is pretty fickle that way because most tend to follow the trend of the moment. Last year was Cloud Computing and now the big buzz word is Big Data.
We are here to look at technologies to solve problems, folks, and primary data deduplication technology solutions should be considered in any IT planning. And it is our job as storage networking professionals to continue to advise customers about what is relevant to their business and addressing their pain points.
I get a bit cheesed off that companies like EMC, or HDS continue to spend their marketing dollars on hyping the trends of the moment rather than using some of their funds to promote good technologies such as primary data deduplication that solve real life problems. The same goes for most IT magazines, publications and other communications mediums, rarely giving space to technologies that solves problems on the ground, and just harping on hypes, fuzz and buzz. It gets a bit too ordinary (and mundane) when they are trying too hard to be extraordinary because everyone is basically talking about the same freaking thing at the same time, over and over again. (Hmmm … I think I am speaking off topic now .. I better shut up!)
We are facing an avalanche of data. The other day, the CEO of Nexenta used the word “data tsunami” but whatever terms used do not matter. There is too much data. Secondary data deduplication solved one part of the problem and now it’s time to talk about the other part, which is data in primary storage, hence primary data deduplication.
What is out there? Who’s doing what in term of primary data deduplication?
NetApp has their A-SIS (now NetApp Dedupe) for years and they are good in my books. They talk to customers about the benefits of deduplication on their FAS filers. (Side note: I am seeing more benefits of using data compression in primary storage but I am not going to there in this entry). EMC has primary data deduplication in their Celerra years ago but they hardly talk much about it. It’s on their VNX as well but again, nobody in EMC ever speak about their primary deduplication feature.
I have always loved Ocarina Networks ECO technology and Dell don’t give much hoot about Ocarina since the acquisition in 2010. The technology surfaced a few months ago in Dell DX6000G Storage Compression Node for its Object Storage Platform, but then again, all Dell talks about is their Fluid Data Architecture from the Compellent division. Hey Dell, you guys are so one-dimensional! Ocarina is a wonderful gem in their jewel case, and yet all their storage guys talk about are Compellent and EqualLogic.
Moving on … I ought to knock Oracle on the head too. ZFS has great data deduplication technology that is meant for primary data and a couple of years back, Greenbytes took that and made a solution out of it. I don’t follow what Greenbytes is doing nowadays but I do hope that the big wave of primary data deduplication will rise for companies such as Greenbytes to take off in a big way. No thanks to Oracle for ignoring another gem in ZFS and wasting their resources on pre-sales (in Malaysia) and partners (in Malaysia) that hardly know much about the immense power of ZFS.
But an unexpected source coming from Microsoft could help trigger greater interest in primary data deduplication. I have just read that the next version of Windows Server OS will have primary data deduplication integrated into NTFS. The feature will be available in Windows 8 and the architectural view is shown below:
The primary data deduplication in NTFS will be a feature add-on for Windows Server users. It is implemented as a filter driver on a per volume basis, with each volume a complete, self describing unit. It is cluster aware, and fully crash consistent on all operations.
The technology is Microsoft’s own technology, built from scratch and will be working to position Hyper-V as an strong enterprise choice in its battle for the server virtualization space with VMware. Mind you, VMware already has a big, big lead and this is just something that Microsoft must do-or-die to keep Hyper-V playing catch-up. Otherwise, the gap between Microsoft and VMware in the server virtualization space will be even greater.
I don’t have the full details of this but I read that the NTFS primary deduplication chunk sizes will be between 32KB to 128KB and it will be post-processing.
With Microsoft introducing their technology soon, I hope primary data deduplication will get some deserving accolades because I think most companies are really not doing justice to the great technologies that they have in their jewel cases. And I hope Microsoft, with all its marketing savviness and adeptness, will do some justice to a technology that solves real life’s data problems.
I bid you good luck – Primary Data Deduplication! You deserved better.
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.
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.
The storage train is still chugging hard and fast as IDC just released its Worldwide Disk Storage System Tracker for 3Q11. Despite the economic climate, the storage market posted a strong 8.5% revenue growth and a whopping 30.7% growth in terms of petabytes shipped. In total, 5,429PB were shipped in Q3.
So how did everyone do in this latest Tracker report?
In the Worldwide Total External Disk Storage Systems, EMC is still holding on to the #1 position, with 28.6%. IBM and NetApp came in at 12.7% and 12.1% respectively. The table below summarizes the percentage view of the top storage players, in terms of revenue.
From the table, everyone benefited from the strong buying of storage in the last quarter. EMC gained a strong market gain of almost 3%, while everyone else either gained or lost less than 1% market share. But the more interesting numbers are not from the market share column but the % growth column.
HDS posted the strongest growth of 22.1%, slightly higher than EMC of 22.0%. HDS is beginning to get their story right, putting the right storage solutions in place, and has been strongly focused in their services offering as well. That’s simply great news for HDS because this is a company is not known for their marketing and advertising. The Japanese “culture” within HDS probably has taught it to be prudent but to see HDS growing faster than the big boys like IBM and HP is something their competitors should respect. I believe customers are beginning to see the true potential of HDS.
As for EMC, everyone labels them as the 800-pound gorilla but they have been very nimble and strong in the storage market for many quarters. This is due to the strong management team headed by Joe Tucci and his heir-in-waiting, Pat Gelsinger. Several of their acquisitions are doing well, with the likes of Isilon, Greenplum, Data Domain, and of course VMware. Even though VMware does not contribute the EMC revenue numbers, the very fact that EMC owns more than 80% of VMware has already given EMC a lot of credibility in the storage battlefield. They are certainly going great guns.
NetApp took a hit in the last quarter, when they missed the street revenue numbers last quarter. Their stock took a beating and there were rumours in the market that NetApp might acquire Commvault and Quantum to compete with EMC. EMC has been able to leverage the list of companies and acquired solutions very well, from data protection solutions like Networker and Avamar, deduplication solutions like Data Domain and Avamar, Documentum for content management and so on, while NetApp has been, for the longest time, prefer a more “loosely-coupled” approach with their partners for a more complete solution set.
Other interesting reports from IDC are the Open SAN/NAS market, the NAS market and the iSCSI market.
The Open SAN/NAS market combination, according to IDC goes like this:
EMC
31.3%
NetApp
14.4%
In the NAS only market, EMC and Isilon (under the one EMC umbrella) competes with NetApp and the table is like this:
EMC
46.7%
NetApp
30.7%
The iSCSI only market is led by Dell (EqualLogic and Compellent combined), followed by EMC and IBM. Here’s the summarized table:
Dell
30.3%
EMC
19.2%
IBM
14.0%
The strong growth is indeed good news as the storage market continues to weather the economic crisis storm. I have been saying this all along. The storage market in IT is still the growth engine as data keeps growing and growing, even though it was never the darling of the IT industry. Let’s hope the trend continues.
