Posts Tagged Storage
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.
Last month, we continued our series of infographics by taking a look at the differences in large data centers as well as the current and future size of cloud computing. While cloud computing is on what appears to be an unstoppable growth path, with Amazon’s services alone expected to grow to $2.54 billion in revenue by 2014, the outlook remains fragile. With high profile security hacks at Sony, RSA and Lockheed Martin; and Amazon’s prolonged outage, many CIOs remain reticent to push too fast on the cloud for fear of damaging company reputations and compromising customer privacy. Indeed, while the majority of IT organizations within Wikibon report moving toward the cloud, a large proportion (37%) either have no clear cloud computing strategy or still believe cloud is a meaningless buzzword.
As a follow up to research from last year (The Value of the VMware Integration Journey), Wikibon recently ran a survey of our community to collect user experiences and preferences for storage integration with VMware. We were thrilled with the support from the community and the quality and depth of the responses that we received. The primary method of gathering results was through a direct email to the Wikibon community. In addition, I’d like to thank VMware, Dell, NetApp, HP, EMC and others for sharing the survey through various social channels.
When it was known more commonly as “product technical support” a decade ago, most IT customers (and their suppliers) focused on a handful of key issues: Is the coverage 24×7? Does it cover me in multiple geographies? How long is the warranty on various devices, and what does the maintenance contract look like when the warranty is done? Important questions in an historically low-profile part of IT.
As we move towards a new world of converged infrastructure, cloud services and Big Data, the old technical support paradigm is being replaced by something known more broadly as “customer care.” It’s a euphemism, but it also describes a sea-change in the role of support services. The contrast between the old days and 2011 is striking:
My name is Stuart Miniman – you can call me Stu – and I am a new Principal Research Contributor here at Wikibon. I have worked in high-tech my entire career. Most recently, ten years at EMC, focused on storage networking and virtualization technologies. See my LinkedIn profile for more on my background.
The Wikibon community prides itself on its research. Our community’s primary goal has been in helping technology professionals solve business problems through a sharing of IT advisory knowledge. We do this through regular Peer Incites, case studies, and community research.
I’m getting pumped up for next week’s Wikibon Peer Incite (Tues 3/23 @ 12 noon EST). One of our guests is Omer Perra. Omer used to be the CIO of Aetna International and Joseph E Seagram. He, David Floyer and I have been doing some research these past few months with CIO’s, application heads and infrastructure leaders. We conducted some pretty in-depth interviews with these constituents along with Exchange and Oracle practitioners.
We had three goals:
- To understand how these constituents were making infrastructure decisions (i.e. what are the business drivers and objectives they are trying to meet).
How Google, Microsoft and Oracle are Driving Competition in the Storage Industry
What you Need to Know
There is a competitive battle brewing in the on-premise storage business and it’s not between EMC/NetApp or EMC/IBM. It’s stemming from a move by independent software vendors specifically Microsoft and Oracle, to bundle more storage function into their application stacks, push storage function closer to the host and commoditize the storage hardware layer. The move to integrate storage function into the application stack is real and in some cases can add substantial value to organizations. But there is a price to pay and IT executives need to understand the strategies and implications for long term success. Underpinning these trends is Google’s decade long march toward simplification and cloud services; which is not only driving software vendors like Microsoft crazy; it’s also causing them to drive down perceived costs wherever possible and grab as much value in their stacks as they can.
Here’s the bottom line. IT execs have three choices: