It took longer than I expected for Nimble Storage to introduce an all-flash array, but their AF7000 looks to be a very credible offering. They’re targeting XtremIO and Pure with their marketing, but I expect HP, Dell, and especially NetApp to be cross-shopped more frequently. In that fight, I expect the Nimble AF7000 to be very attractive indeed!
After four years and 34 Tech Field Day events, many of our vendors have gone on to bigger and better things. After seeing today’s acquisition of Xsigo by Oracle, I decided to go back and look at how many of our companies have been acquired over the years.
For a massive IT company, Dell sure doesn’t get the kind of respect given their competitors. Time and again, I’ll hear the sneers about Dell being little more than a â€œbox shifterâ€ who doesn’t â€œgetâ€ real enterprise IT needs. After a series of acquisitions in storage and networking, Dell is trying to stake a claim as a serious competitor to HP, IBM, Oracle, and the like. But why should anyone take Dell seriously, especially in enterprise storage?
On the storage side, arrays can only use the information they have to deallocate: The data that’s stored on them. They don’t know what application is using it, what file system it is. But, somewhere along the line, someone had a big idea and said, “wait a second, what if we look for pages that are all zeros?” We’ll talk about pages a bit later, but for now, let’s talk about zeros. A zero is kind of a smoke signal coming up from over the hills that says, “there’s nothing valuable here.”
This regular series features highlights from the week. The big news for me was Wednesday’s announcement of Tech Field Day 5 in February, though others might have been paying attention to Dell’s acquisition of Compellent. I also continued my series on Light Peak by musing about combining Light Peak and USB 3.0 and pondering, what if Light Peak was electrical rather than optical?
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.
This week I started getting to know a whole bunch of wireless geeks in preparation for Wireless Field Day in March. I also wrote about Light Peak, my search for an AirPrint-compatible printer, and some more on the iPad. On the enterprise IT side, I covered Application Performance Monitoring (with a special offer from SolarWinds) and Dell’s potential acquisition of Compellent.
My regular series resumes this week.
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!
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?