Posts Tagged Data Domain
Time to Re-think Disk-based Backup
Posted by David Vellante in Wikibon on October 7, 2009
Time to Re-think Backup?
Last week I wrote “From a backup perspective, the world is at an inflection point. Today’s requirements for growth, rapid data access and speedy recovery are outstripping the industry’s ability to solve backup challenges.” I’d like to explore this a bit further.
The basic premise of this post is that while storing data on disk in de-duplicated format is more cost effective than storing non-de-duplicated data, there is very little other advantage, in the backup process to just changing the target where data is stored. IT practitioners, especially those aggressively pursuing virtualization strategies, have an opportunity to re-architect backup processes and dramatically reduce I/O bottlenecks associated with backup.
Opportunity Knocks for EMC: Will Slootman Answer?
Posted by David Vellante in Wikibon on September 24, 2009
Integrate or sell more stuff?
From a backup perspective, the world is at an inflection point. Today’s requirements for growth, rapid data access and speedy recovery are outstripping the industry’s ability to solve backup challenges. Cobbling together stove-piped point solutions is costly to scale and the rapid adoption of virtualization is further stressing backup windows due to legacy processes designed for serial tape.
As the world moves to disk-based backup it needs an integrated solution. If it doesn’t get one, customers will find it increasingly difficult to justify appliance-based disk premiums and will turn to software-led approaches that scale independently of hardware. Or if software vendors (e.g. Microsoft and Veritas) add file system capabilities that perform de-duplication on primary storage, the lack of an integrated solution from hardware vendors will pressure margins.
EMC + Data Domain = Now What?
Posted by David Vellante in Wikibon on August 23, 2009
Anyone that knows me or follows this blog understands I was never thrilled about EMC shelling out $2.4B for Data Domain. I didn’t like the deal at $1.8B. But what’s done is done. EMC kept the asset out of NetApp’s hands and it acquired a nice piece of property in Data Domain.
So what’s in store for EMC and its customers as a result of this acquisition? I want to cover three things here in this post:
- EMC’s data protection vision and what’s changed.
- What this deal means in the near term for EMC as a company.
Nexsan and FalconStor attack Data Domain’s dominance in data deduplication.
Nexsan and FalconStor announced today, a partnership that integrates the data deduplication software from FalconStor with Nexsan’s highly energy efficient, AutoMaid storage architecture.
Being someone who is heavily biased in favor of MAID like techniques and storage optimization techniques such as data deduplication to drive meaningful energy efficiencies, this is a partnership that I loudly applaud.
I look at the integration of Nexsan’s AutoMaid and FalconStor’s File-interface Deduplication System (FCS) as the best of two worlds delivering what is probably the most energy efficient, on-line data storage solution for active and semi-active data.
NetApp paints a positive picture at their recent analyst meeting.
Earlier this month I had the pleasure of attending the NetApp annual analyst meeting. This was the first I had attended and was well worth the investment. It was very well organized and orchestrated and my congratulations go out to Kris Newton and the team for a job well done.
The initial main tent session on the first day was focus on delivering a snapshot of company performance with Dan Warmenhoven (Chairman and CEO) kicking the session off followed by Tom Georgens (COO) and the rest of the senior executive team. Some of the key points delivered were:
FalconStor – The Other De-Dup Option
Posted by Nick Allen in Wikibon on June 3, 2009
On Monday, June 1st, 2009, FalconStor Software announced some pretty compelling data reduction numbers. Depending on whose numbers you believe FalconStor’s single-node performance is 20-30% faster than Data Domain’s single node performance. What’s more, in its reference environment discussed here on Wikibon and in a press release here FalconStor’s Single Instance Repository (SIR) was able to achieve a 40:1 data reduction ratio – 20:1 using SHA-1 deduplication at a block level and then 2:1 using hardware compression cards from HiFN. FalconStor also has file level data reduction using pretty much the same code.
EMC Starts Bidding War for Data Domain
Posted by David Vellante in Wikibon on June 1, 2009
EMC earlier this afternoon put out an offer for $30 a share for Data Domain, $5 more than NetApp’s bid. In after hours trading, Data Domain’s stock is up over $30 indicating that the street believes NetApp will be forced to match. NetApp stock is also up in after hours trading so somehow the street thinks a bidding war is good for NetApp. Sometimes things aren’t so logical on Wall Street– this won’t likely hold.
Here’s the EMC release.
NetApp to Acquire Data Domain: Can it Castrate this Bull?
Posted by David Vellante in Wikibon on May 21, 2009
Some folks I know on Wall Street started shorting Data Domain stock late last year and were very happy until today. Actually, they’re still pretty happy, just not giddy like they were in March when the stock bottomed. As you can see from the chart below, DDUP has outperformed its peers in the past three months and will now spike close to the buyout price.
Relative Comparison
In after hours trading, DDUP is approaching the announced buyout price of $25, a nearly 40% premium over yesterday’s close. That’s at or near it’s 52-week high, which is pretty astounding.
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