• Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • About
    • Stephen Foskett
      • My Publications
        • Urban Forms in Suburbia: The Rise of the Edge City
      • Storage Magazine Columns
      • Whitepapers
      • Multimedia
      • Speaking Engagements
    • Services
    • Disclosures
  • Categories
    • Apple
    • Ask a Pack Rat
    • Computer History
    • Deals
    • Enterprise storage
    • Events
    • Personal
    • Photography
    • Terabyte home
    • Virtual Storage
  • Guides
    • The iPhone Exchange ActiveSync Guide
      • The iPhone Exchange ActiveSync Troubleshooting Guide
    • The iPad Exchange ActiveSync Guide
      • iPad Exchange ActiveSync Troubleshooting Guide
    • Toolbox
      • Power Over Ethernet Calculator
      • EMC Symmetrix WWN Calculator
      • EMC Symmetrix TimeFinder DOS Batch File
    • Linux Logical Volume Manager Walkthrough
  • Calendar

Stephen Foskett, Pack Rat

Understanding the accumulation of data

You are here: Home / Everything / Computer History / Dell + EqualLogic, Exanet, Ocarina, 3Par = What?

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

August 16, 2010 By Stephen 2 Comments

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?

I’ve long wished for a new enterprise storage superpower. Competition is good for everyone, and the enterprise storage space has always been highly competitive. Traditional SAN storage powers (EMC, HDS, HP, and IBM) have been under continual attack from tech-heavy upstarts like EqualLogic, LeftHand, Compellent, Xiotech, and 3Par. The smaller (revenue-wise) NAS market has been more serial, with NetApp knocking off Auspex, then challenged by EMC. Yet innovators have been thick there as well, from Exanet to Ibrix, Isilon to Onstor.

Through it all, one thing has been clear: The major companies, though perhaps lagging in technology, were usually able to withstand the attack of the upstarts through sheer strength of salesforce. Storage is a strategic investment, and selection of a storage platform is much more far-reaching than many IT product decisions. The inertia of an installed storage environment makes it a real challenge to switch vendors, giving the established players massive leverage.

It became clear to me and many others that the best way for upstart companies (and, by extension, technologies) was to be part of an established vendor’s sales process. OEM relationships were a big part of this (witness the success of BlueArc and even NetApp and HDS) but acquisition was a much stronger proposition. If customers were warmer to OEM products than independent sales, they are much hotter when it comes to acquired technology. HP, Dell, IBM, and EMC have all demonstrated the power that comes when an established company buys a startup and puts the power of their sales force behind these new products.

This explains Dell’s fantastic success with EqualLogic. They took a product that was emerging as dominant in its niche (midrange iSCSI SAN) and blasted it into the market, while at the same time optimizing manufacturing and deployment. EMC did the same with Clariion and DataDomain, and HP is showing strong signs of health with LeftHand and Ibrix. Then there is IBM, who took XIV out of Israel and made it a source of irritation to the rest of the industry.

Many industry watchers have long wondered what would happen if the smaller guys got together, forming a new superpower of their own. Would 3Par, BlueArc, and Sepaton be a real challenger? What about Xiotech or Compellent and Isilon or FalconStor? Is mixing and matching some smaller companies a recipe for success? The answer was often a counter-question: What if someone like Dell, who knows how to manufacture and sell, picked them up instead? This seemed much more like a sure-thing, since the established management and financials stave off potential integration issues.

It appears that this is the future. Established players will pick up smaller companies, fortifying their offerings and accelerating sales in a way the little guys weren’t capable of. Dell’s billion-dollar acquisition of 3Par reportedly headed off a similar offer from HP, and will likely spark another acquisition. I imagine the management teams at Compellent and Xiotech just got a lot busier…

Clearly, Dell and HP are playing this game. IBM and EMC are in it, too. But what about Cisco and Oracle? Could they be planning storage acquisitions of their own, to the detriment of partners like EMC and Hitachi? What about the strong contingent from Japan, NEC and Hitachi? And who gets picked up next? We shall see!

You might also want to read these other posts...

  • Electric Car Over the Internet: My Experience Buying From…
  • Tortoise or Hare? Nvidia Jetson TK1
  • How To Connect Everything From Everywhere with ZeroTier
  • Powering Rabbits: The Mean Well LRS-350-12 Power Supply
  • What You See and What You Get When You Follow Me

Filed Under: Computer History, Enterprise storage, Gestalt IT Tagged With: 3PAR, Auspex, BlueArc, Cisco, Compellent, Dell, EMC, EqualLogic, Exanet, FalconStor, HDS, Hitachi, HP, IBM, Ibrix, Isilon, LeftHand, NEC, NetApp, Ocarina, OEM, ONStor, Oracle, Xiotech, XIV

Primary Sidebar

This is our mission: To be the Daleks of God

Shriekback

Subscribe via Email

Subscribe via email and you will receive my latest blog posts in your inbox. No ads or spam, just the same great content you find on my site!
 New posts (daily)
 Where's Stephen? (weekly)

Download My Book


Download my free e-book:
Essential Enterprise Storage Concepts!

Recent Posts

How To Install ZeroTier on TrueNAS 12

February 3, 2022

Scam Alert: Fake DMCA Takedown for Link Insertion

January 24, 2022

How To Connect Everything From Everywhere with ZeroTier

January 14, 2022

Electric Car Over the Internet: My Experience Buying From Vroom

November 28, 2020

Powering Rabbits: The Mean Well LRS-350-12 Power Supply

October 18, 2020

Tortoise or Hare? Nvidia Jetson TK1

September 22, 2020

Running Rabbits: More About My Cloud NUCs

September 21, 2020

Introducing Rabbit: I Bought a Cloud!

September 10, 2020

Remove ROM To Use LSI SAS Cards in HPE Servers

August 23, 2020

Test Your Wi-Fi with iPerf for iOS

July 9, 2020

Symbolic Links

    Featured Posts

    My 2012 Project: Improving Energy Efficiency

    January 3, 2012

    How To Keep Your Family Activities In Sync With A Shared Google Calendar

    April 18, 2010

    Scaling Storage Is Hard To Do

    June 4, 2013

    Put that camera away and enjoy the view!

    April 11, 2012

    It’s Time To Move Beyond Passwords (Especially On Web Sites)

    January 8, 2016

    MacBook Users: Encrypt Your Drive with OS X FileVault! It’s Easy and Free!

    December 20, 2012

    SMB 3 is Going to be Huge, in both Scope and Impact

    May 6, 2012

    Electric Car Over the Internet: My Experience Buying From Vroom

    November 28, 2020

    A Complete List of VMware VAAI Primitives

    November 10, 2011

    My Core i7 Macintosh SE

    May 25, 2017

    Footer

    Legalese

    Copyright © 2022 ยท Log in