Posts Tagged EMC
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.
EMC announced today it has integrated the Isilon scale-out network attached storage (NAS) platform with an Apache-based Greenplum Hadoop distribution to make the Big Data framework more palatable to enterprises with strict SLA requirements.
The move is designed to address a number of Hadoop’s enterprise-level shortcomings by applying Isilon’s backup and recovery capabilities and more efficient storage to the open source Big Data framework, according to EMC.
EMC will make Isilon an optional module of its Greenplum Data Computing Appliance, which also includes an Apache-based Hadoop distribution called Greenplum HD, the standard or high-capacity Greenplum database, and the Greenplum Data Integration Accelerator.
Key takes from Dell 2Q12 earnings call are highlighted below. The company saw weaker demand environment related to the consumer and federal segments slowing down mid-qtr. Enterprise demand still holding up across servers, storage, services and corporate PC refresh. Gross margins continue to improve on more disciplined selling (i.e. reduction in unprofitable consumer lines) as well as sales of more Dell-owned IP. In storage, the swap out of EMC revenues continues along at a good clip and margins are improving in tandem, +800 basis points in the last 12 months. Dell expects to return to absolute growth in the storage business by Jan ’12 quarter. Compellent was strong in the quarter, although Equallogic saw some weakness due to supply chain issues (now resolved) and pause ahead of a recent hardware and software refresh. From a strategic initiatives standpoint the most relevant announcements in the quarter were the Force10 acquisition, as well as the availability of Cloudera and OpenStack solutions. More detailed notes from the call are below, or you can view the presentation here.
Over 18 months ago, when EMC and Cisco created a joint venture (with some involvement from VMware and Intel), there was talk of hardware (the Vblock which includes Cisco’s then new UCS server), management software and even the joint support; but the purpose of the endeavor was to deliver new ITaaS solutions for both enterprises and service providers. Over the first year, there were a number of changes made to the business model, switching from what was essentially a reference model that could be assembled by VARs and SIs to single-SKU offerings that would be shipped from The VCE Company. A services option, “Acadia”, that would build, operate and transfer the solution was dropped, reducing potential competitive friction with service providers who are a primary customer base. Now at over 900 employees, the significant investment in the VCE model has come under question by some. The investments by EMC and Cisco in VCE are a bet on the future of IT that is high stakes/high return. This is not a little 3-month project, but a strategic move to pivot toward the next transformation of IT that will deliver billions of dollars of hardware and services.
In a recent interview with InformationWeek, Microsoft CEO Steve Ballmer claimed that IBM and Oracle don’t understand Big Data. For Ballmer and Microsoft, Big Data doesn’t depend so much on the size of the data, but on the type of data being processed and analyzed.
Specifically, for a data processing and analytics project to qualify as Big Data, it must encompass not just internal corporate data, but also third-party data that resides outside the firewall, according to Ballmer. He said IBM and Oracle limit their Big Data approaches to internal data, thus they are not in fact Big Data by his definition.
While cloud may be the focus of marketing and press campaigns, VMware server virtualization is still one of the primary growth engines for enterprise data center environments today. CIOs have reaped benefits through consolidation and agility of server virtualization, but have had to deal with the ripple effects of how virtualization breaks storage (and networking). Last year, Wikibon took a close look at the integration journey that is required to allow VMware virtualization to continue its growth by creating higher performance storage solutions that can move into mission critical applications. Every storage vendor has a strong push into virtualization in general, and VMware specifically, and while it is a complex story as to who is “the best”, Wikibon did extensive research to peel back the onion on storage integration with VMware. We have posted the full results of the VMware Storage Integration research; this article and others will add some color to the report.
A recently announced recall of RSA’s SecurID product is causing waves across the industry. Navigating these events and considering the implications, we review some of the aspects and analyze where the industry stands in relation to these conditions.
The details on the various federal contractor breaches have continued to emerge in recent news. Anofficial recent announcement from RSA acknowledged the previously rumored link between the initial RSA incident to the Lockheed Martin intrusion. L-3 and Northrop Grumman are likely to have been attacked through the same vector. This alarming series of breaches has caught the attention of media and customers alike. Among other sources, China has been mentioned as a possible source for these attacks. Meanwhile, reports of major defense contractors replacing RSA SecurID tokens with other token technology have been seen.
The recent eruption of reporting on federal contractor organizations and recent compromises has certainly been alarming. As a result of this there have been a number of theories and conspiracies coming forward. At the root of these theories is a commonality derived from the RSA compromise where it is believed that the cryptographic keys for SecurID may have been taken. What these events mean to the enterprise however remains to be seen. With absolute certainty, federal institutions and their affiliates will be on watch for continued attacks, and if indeed RSA related, we can be sure that they are addressing deficiencies by all technological means possible.
In the IT world, there are few ideas that are truly revolutionary. Even the big waves of the Internet and latest mobile craze started with sharing text, added pictures, then music and ultimately video. VMware’s CEO Paul Maritz said that anyone over 40 could think of cloud computing as a “software mainframe”. One of the exciting things about technology is when an inflection point is reached that allows for great advancements and new uses of old ideas (see the history of Twitter as an example). Cloudera launched Hadoop 2009 and the first mentions of the “big data” catch phrase that I can find are in 2009/2010. Wikibon has looked closely at how the new solutions are different from traditional data warehousing (see David Floyer’s definition and other free research on the Wikibon site). The explosion of data has been building for many years and while data scientists that can help turn data into usable information have been around for decades, they are coming to the forefront with the big data inflection point. EMC is looking to use marketing and financial muscle to stake a leadership position in the big data ecosystem, including an initiate to certify data scientists. While there is a need to grow the pool, true data scientists leverage a mix of math, science and hacking, and EMC is not a hacker company.
One big challenge facing the IT industry as it transforms itself again is the ongoing skills gap – not enough qualified people available to hire, either for customer organizations or IT vendors. This is not a new problem but a chronic one that may get worse. A recent IBM-sponsored survey of 376 employers found that only 8% would rate their recent IT hires as “well-trained, ready to go,” while almost four out of 10 reported that their IT hires were not adequately prepared to perform jobs within their companies. Another 44% said at a minimum there were notable gaps in their hires’ skills. About half of the companies in the survey hire their IT employees directly out of school.