Archive for category Wikibon
“The storage needs of business and application owners are simple: Give me storage when I need it. Provide services appropriate for my application in the most cost-effective manner. Charge me for what I use, don’t charge me for unnecessary waste.
Service-oriented storage has the potential to meet business needs by inherently offering the ability to:
- Provision storage capacity and function that meets application requirements based on performance, scalability, availability, cost and security needs of the business.
With its recent announcement, VCE is showing the world that it is more than a solution of parts from the parent companies (Cisco, EMC, VMware and Intel). VCE’s revenue is now tracking over $1B per year thanks to Q4 2012 being over $250M and according to industry trackers, is the top selling converged infrastructure solution. The most notable piece of VCE’s recent announcement is that for the first time, the company is bringing a software product to market that was developed in-house – VCE Vision Intelligent Operations which will start shipping with all Vblocks in April 2013. First of all, the creation of a new software line is a proof point that the company is not a short-term project; despite the coopetition between parent companies, the bottom line is that VCE provides revenue and strategic value in how EMC and Cisco bring data center solutions to the market. At its core, VCE Vision software helps deliver on the mission of the company, which is to help simplify infrastructure for virtualized environments by moving from siloed components to management at the rack level. Managing by the rack rather than the component is how hyperscale companies manage their environments at much lower operational costs (see Rack Level Architectures and Hyperscale Operations). Virtualization administrators will now manage a “Vblock” item directly in vCenter, so the internal components become invisible, allowing for much less day-to-day touching of the solution.
Tomorrow marks the kickoff of Strata Conference 2013. This year, SiliconANGLE Wikibon is expanding its coverage from two days to three full days of live broadcast from the show floor. Tune into theCUBE at SiliconANGLE.tv all week to catch it all, and log on to strataconf.com/live between 8:45 am and 10:00 am PST Wednesday and Thursday to watch the live keynotes.
We start things off Tuesday morning when we welcome Edd Dumbill, Co-Chair of the Strata Conference, to theCUBE. Edd and hosts Dave Vellante and John Furrier will preview the upcoming action and layout the themes we’ll be covering.
The Time has Come for Backup as a Service…
[Note: This is a long version of a transcript I wrote for a recent video (embedded here). It contains additional detail that I didn’t have time to explore in the short segment.]
I’d like to address one of the most pressing problems that has plagued IT since the dawn of computing…backup.
What’s wrong with backup today?
Amazon’s aggressive push into the traditional enterprise space will place pressure on CIOs and enterprise IT suppliers alike. To release this pressure, CIOs must treat AWS as another tool in their bag, embrace the public cloud generally and help their organizations understand the right strategic fit for public cloud services; balancing convenience with compliance. Meanwhile, technology suppliers must differentiate by focusing on best-of-breed services, industry-specific capabilities and delivering business value deep within regions around the globe.
The Marketplace section of today’s WSJ had an article entitled Tech Titans Clash in ‘Cloud.’ The basic premise was that while Amazon, Google and Microsoft have been battling it out in mobile and search, the next wave of competition is the enterprise space. The analysis had some statements that underscore the next phase of CIO budget pressures is here; now.
In it’s heyday, IBM controlled 50% of the IT industry’s revenue and a whopping 2/3rds of its profit. I remember in the 1980’s, when IBM would release its annual report and 10Ks we used to pour through the documents looking for clues as to how its lines of business were performing. Because I was a storage analyst at the time, I was seeking any guidance on that segment of the company’s business so that my forecasts could be somewhat consistent with the industry’s leader. In short – IBM was what mattered most in the storage business.
Last weekend, the Wall Street Journal published a report citing sources that claim Amazon’s AWS business exceeded $2B in 2012 and will generate $3.8B in 2013, an 81% growth rate. The numbers are getting crazy. Some of these same and other sources have the AWS market (unclear what this means) hitting $38B by 2015 and AWS revenue reaching $20B by the end of the decade. The Journal article cited comments from Amazon CEO Jeff Bezos claiming that AWS can be at least as large as the company’s retail business. By comparison, Amazon’s retail operation is expected to grow 25% this year to $73.6B.
As data is continuously collected and created, companies have difficulty just storing it, missing any opportunity to leverage the information. The wave of big data has the potential to flip the burden of data management into the opportunity of new value creation. Yesterday’s solutions don’t accomplish this today and will be even less effective tomorrow.
While the volume of data has grown exponentially over the last few decades, the fundamental and underlying technology on which we store data hasn’t. Sure, we’ve had improvements in densities (to store more data) and connectivity (to provide better access to data), but the pace of data growth has overwhelmed the benefits of these technological advancements.
Software Defined Networking (SDN) dominates networking industry conversation today. The $1B+ acquisition of Nicira by VMware got everyone’s attention. Big Switch also received good buzz at the launch of its open ecosystem. While it is Wikibon’s advice that enterprise CIOs shouldn’t wait for the market to mature more before trying to jump into an SDN solution, one of the underpinnings of future solutions is available today. OpenFlow (which is only a piece of the SDN story) requires a controller and OpenFlow enabled switches. According to the SDN Central website, the following vendors are currently shipping OpenFlow-enabled switches: