January 30, 2012

HP’s Mighty Stumble

How could a company as mighty and diverse as HP have had so many executive management issues?

HP stumbled mightily in 2011, and it had nothing to do with product or people. Even sales remained strong, though the PC business is changing. HP’s mighty stumble was a crisis of confidence due to a chain of shenanigans at the very top. This culminated with the short reign of Léo Apotheker, leaving HP to reassure the market of its strategy.

VMware VAAI Storage Array Support in Plain English

The most exciting enhancements in VMware vSphere 4.1 is the addition of vStorage API for Array Integration (VAAI). This new API allows VMware ESX to offload storage processing functions to capable storage arrays, reducing the workload on the server hardware in introducing new and exciting possibilities for performance and efficiency. VAAI in ESX 4.1 includes three separate capabilities: block zeroing, full copy, and hardware assisted locking.

Every Company Is Gunning For Someone Else

Everyone has a target on their backs, but they all aim in different directions

One of the amusing aspects of being self-employed is watching all the giants battle it out. Every company is gunning for someone, but the amazing thing is that they rarely have each other in their sights: NetApp is gunning for EMC who’s more focused on HP who wants to knock off Oracle who’s fixated on IBM. It sounds very “high school romance” but this is deadly-serious business.

Stephen’s HP Product Line Decoder Ring

Do you want X-series or P-series storage? Is A-series networking gear any good? And where did all these HP products come from?

HP has always been an alphabet soup company, assigning just about every item in their bewildering array of products a unique product number. Like Mercedes-Benz cars, even the product names are a mix of letters and numbers that can be off-putting to browsers. Now that they have grown to supersize proportions through internal expansion and acquisition, just about everyone outside the company seems to have trouble decoding the product line, so I decided to take a stab at decoding the enterprise lineup in plain english.

The Enterprise IT Acquisition Game

The players are lining up for the biggest acquisition game enterprise IT has witnessed in a while

Today is the (a?) day of reckoning in the 3Par saga, with Dell widely expected to make a counter-offer higher than HP’s bid. But this mega deal, like the Data Domain war before it, sends a strong signal to the enterprise IT world: It’s open season on data storage companies! But the rising superpowers are also likely looking at networking as an area of expansion. The game is afoot!

Meet the Enterprise IT Superpowers

Steam Engine

After years spent focusing on personal technology, businesses are increasingly turning back to the enterprise. The corporate IT market is much more dynamic and competitive, with a few very large “superpower” companies discovering their power to drive purchasing decisions. If a supplier can create an integrated “stack” of hardware and software, they can push product purchases that might otherwise be overlooked or postponed. This is the main reason that enterprise IT acquisitions work so well: Where a small company must fight to sell their product, a large one can hitch it to a much more strategic sale and have it pulled along.

Everyone Loves 3Par – Here’s Why!

The 3Par acquisition creates a massive market-share shift!

The 3Par acquisition is a slam dunk at under $2 billion. The company has great enterprise-grade SAN technology and a proven ability to sell into high-end accounts but lacked the revenue to go it alone. A major enterprise IT vendor like HP or Dell (not to mention Oracle, IBM, or even NetApp) will kick sales into high gear. But there’s an amazing short-term win to be had for whoever acquires 3Par!

Dell + EqualLogic, Exanet, Ocarina, 3Par = What?

The storage industry got a lot more competitive this morning, as Dell announced plans to buy 3Par. This is the latest round in a well-established race for the enterprise storage dollar, challenging superpower (and Dell partner) EMC in the high-end SAN space. What does this acquisition say about the industry as a whole? Where are we headed?

Thin Provisioning and Cloud Storage: My Interop 2010 Topics

Screen shot 2010-03-16 at 2.53.35 PM

I’m pleased to be heading back to Interop this spring with two sessions on enterprise storage. Although significantly changed from the old “Networld + Interop” days, the event is enjoyable and technical, with many interesting sessions and speakers. And the New York show at least had plenty of end user attendees!

If Storage Vendors Were Automakers…

If the enterprise storage market was the auto market, who would be who?*