Archive for category Fusion-io
I’d like to explore the topic of how system and storage architectures are changing and the impact this will have on application delivery and organizational productivity.
Allow me to put forth the following premise:
Today’s enterprise IT infrastructure limits application value.
What does that mean? To answer this, let’s first explore the notion of value. The value IT brings to an organization flows directly from the application to the business and is measured in terms of the productivity of the organization. Infrastructure in-and-of itself delivers no direct value; however the applications, which run on infrastructure directly affect business value. Value comes in many forms but at the highest level it’s about increasing revenue and/or cutting costs; and ultimately delivering bottom line profits.
Flash competitors are aggressively jockeying for position as the market heats up. It’s a tale of two styles. On the one hand, EMC’s entrance into the all-flash array market targets traditional IT segments. It will both pressure competitive offerings and its own high-end block storage business. EMC is positioning to cannibalize its own base before others cut too deep into the EMC muscle; but it must walk a fine line. At the other end of the spectrum, Fusion-io is uniquely positioned to serve the hyperscale market and currently stands alone with a software-led strategy that leverages atomic writes and delivers new value to database workloads.
My colleagues David Floyer and John Furrier are attending the Flash Memory Summit this week. A glance at the Web site and the exhibitor’s list for the event reminds me of the good old disk drive days back when there were many dozens of active manufacturers worldwide. The market was exciting with tons of VC money pouring in and plenty of innovation to move the market forward. It was hyper-competitive.
At the time, much of the activity was at the device level but as EMC showed, the real money to be made was by developing system level function and specifically combining hardware and software to deliver new types of business value to enterprise customers.