Gartner figures about the storage market – Half year report

After the IDC report a couple of weeks back, Gartner released their Worldwide External Controller-Based (ECB) Disk Storage Market report last week. The Gartner reports mirrors the IDC report, which confirms the situation in the storage market, and it’s good news!

Asia Pacific and Latin America are 2 regions which are experiencing tremendous growth, with 27.9% and 22.4% respectively. This means that the demand of storage networking and data management professionals is greater than ever. I have always maintained that it is important for professionals like us to enhance our technical and technology know-how to ride on the storage growth momentum.

So from the report, there are no surprises. Below is a table to summarizes the Gartner report.

 

As you can see, HP lost market share together with Dell, Fujitsu and Oracle. Oracle is focusing its energies on its Exadata platform (and it’s all about driving more database license sales), and hence their 7000-series is suffering. Despite Fujitsu partnership with NetApp and EMC, and also with its Eternus storage, lost ground as well.

Dell seems to be losing ground too, but that could be the after effects of divorcing EMC after picking up Compellent early this year. Dell should be able to bounce back as there are reports stating that Compellent is picking up a good pace for Dell. One of the reports is here.

The biggest loser of the last quarter is HP. Even though it has a 0.3% of a market drop, things does not seem so rosy as I have been observing their integration of 3PAR since the purchase late last year. No doubt they are firing all cylinders, but 3PAR does not seem to be helping HP to gain market share (yet). The mid-tier has to be addressed as well and having the old-timer EVA at the helm is beginning to show split ends. Good for the hairdresser; not good for HP. IBRIX and LeftHand complete most of HP storage line-up.

HDS is gaining ground as their storage story is beginning to gel quite well. Coupled with some great moves consolidating their services business and also their Deal Operations Center (DOC) in Kuala Lumpur, simplifies the customers doing business with them. Every company has its challenges but I am beginning to see quite a bit of traction from HDS in the local business scene.

IBM also increased market share with a 0.2% jump. Rather tepid overall but I was informed by an IBMer that their DS8000s and XIVs are doing great in the South East Asia Region. Kudos but again IBM still has to transform its mid-tier DS4000/5000 business, which IBM OEMs the storage backend from NetApp Engenio.

EMC and NetApp are the 2 juggernauts. EMC has been king of the hill for many quarters, and I have been always surprised how nimble EMC is, despite being an 800 pound gorilla. NetApp has proven its critics wrong. For many quarters it has been taking market share and that is reflected in the Gartner Half Year Report below:

 

There you have it folks. The Gartner WW ECB Disk Storage Report. Again, I just want to mention that this is a wonderful opportunity for us doing storage and data management solutions. The demand is there for experienced and skilled professionals but we have to be good, really good to compete with the rest.

Dell acquiring Force10

What do you think of Dell acquiring Force10? My first reaction was surprise, very surprised.

I was in the middle of a conversation with a friend when the RSS feed popped up in front of me – “Dell acquiring Force10”! I cut that conversation short to read the rest of the details … wow, that’s a good buy!

With all the rumors flying around that Brocade was the most obvious choice, Force10 was out of the blue for me. As the euphoria settled down, I thought Dell had made a very smart move. Brocade, unfortunately, is still pretty much a Fibre Channel company, with 75% of its business relying heavily on Fibre Channel and FCoE. Even though Brocade has Foundry now, Brocade has not strongly asserted itself as an front runner and innovator of 10Gigabit Ethernet.

Meanwhile, Force10 has been a up-and-coming force (pun intended) to be reckon with, strengthening its position as a 10GbE player in the market. And with 10GbE now, and 40GbE or 100GbE coming in the next 2-3 years, Force10 will be riding the wave of the future. Dell can only benefit from that momentum.

Dell has been very, very aggressive to push itself into the enterprise storage space. From its acquisition of EqualLogic in 2007, to Exanet, Ocarina and Compellent last year, there is no doubt that Dell wants this space badly.

The first challenge for Dell is to put its story together and convince the customers that they are no longer Dell, the PC/laptop direct seller, but a formidable company capable of providing enterprise solutions, services and support.

The second challenge, and even bigger one, is itself; its culture of changing mindset. The game has changed; the rule has change. The enterprise is a totally different ballgame. Is Dell ready? Is Dell ready to change itself?

Maybe the Force(10) be with Dell!