Archive for category Wikibon
It is Wikibon’s belief that the trends put forth by hyperscale companies are starting to push into the enterprise to create a software-led datacenter. While SDN fits into this trend, there is an even greater opportunity to truly transform the way that the network is managed and potentially disrupt the current industry structure, which is dominated by Cisco. While customers may complain about high prices, networking has traditionally been bought on risk-avoidance and changing vendors can cause a lot of angst and internal resistance. Cisco has done a great job of keeping up with customer requirements over the last 15 years and despite industry consolidation – both acquisition and challengers in the channel – has managed to maintain a long lead, especially in L2/L3 switching. There are rumors that Cisco’s latest spin-in – Insieme Networks – will make some announcements at Cisco Live next week. Whether that happens or not, with Cumulus Networks coming out of stealth today, let’s take a look at some competing visions for where networking is heading.
When defining taxonomy for measuring segments in the IT space, I believe that there should be a corollary from Heisenberg’s uncertainty principal:
Any forecast of a hot topic will undercount the market as everyone jumps on the trend.
NetApp is a company with a rich history, a culture of innovation and is a firm that has consistently proved the naysayers wrong. Still, NetApp is under fire again, including for many some strange reasons:
- The company rocketed out of the recession in 2010 and 2011 and hasn’t been able to sustain its incredible market share gains and growth momentum
- The company has too much cash – nearly $7B
- NetApp is not currently perceived by some on Wall Street as a company positioned for the future.
The benefits of Big Data are often spoken of in the future tense. As in, “Big Data will someday provide enterprises of all types critical insights that allow for increased profitability, improved efficiency and other untold riches.”
Same goes for the technology. Hadoop, some say, will be the foundation of data storage and analytics in the enterprise once it’s proven enterprise-ready.
The reality, however, is that Big Data is today – here and now – delivering on its many promises. We at Wikibon have been documenting Big Data in the Real World for the last two years, including publishing a series of vertical-specific research notes highlighting how enterprises in retail, banking, media, utilities and pharma are leveraging Big Data analytics to drive performance.
Our friends at Forbes.com have put together a fantastic new infographic leveraging data from Wikibon’s Big Data Vendor Revenue and Market Forecast, 2012 – 2017 report. It provides a compelling view of the Big Data universe and illustrates the real revenue vendors are deriving from Big Data. They range from the mega-planets (if you’ll go with me on this analogy) IBM, HP and EMC to the smaller but powerful emerging planets like Hortonworks, 10gen and DataStax.
Ok, not the greatest analogy but still a great infographic:
EMC World 2010 was the first enterprise show of SiliconANGLE’s theCUBE. Over the last 3 years, theCUBE has interviewed more than 1,000 guests at dozens of shows; EMC World is one of the most popular programs every year. EMC has expanded far beyond storage to become a “federation” of companies in the EMC family: EMC, VMware and the newly launched Pivotal. The live broadcast schedule for theCUBE at EMC World will be a full 3 days, Monday May 6 – Wednesday May 8, 10am – 5pm Pacific. Guests include many CEOs, CIOs, CTOs, thought leaders and end-users from a broad spectrum of topics. Coverage this year will include spotlights focusing on the disruptive and growth opportunities for EMC and its ecosystem. For those attending EMC World in person – our broadcast location is part of EMC SQUARE, conveniently located outside of the solutions pavilion.
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.
Enterprise IT departments are faced with the burden of keeping costs down while meeting the increasing requirements of the business. Administrators become experts on coping with the complexities of configurations rather than supporting new initiatives. Hyperscale data centers can manage many orders of magnitude more infrastructure with the same staff; Facebook manages 20,000 servers per technician. One path towards simplifying operations by moving to an IT as a Service model is to use converged infrastructure. Wikibon has predicted a steep growth in the adoption of converged infrastructure (see the market forecast); recent data shows that the spectrum of solutions is already selling over $1B in 2Q12. The move from deploying IT silos to convergence requires adjustments in staffing, tools and business processes and often must fight against organizational inertia.
Last week I called my friend and colleague Stan Zaffos over at Gartner and asked him to come on theCUBE to talk about his new Magic Quadrant that I thought he’d published already. Stan said the report would actually be coming out that very day (the 21st) but he was headed into a meeting and would call me back to talk about it. I haven’t heard from him yet but this weekend I got a glimpse of the most recent “Gartner Magic Quadrant for General-Purpose Disk Arrays.”
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.