Lenovo DCG and the Benefits of “Failing Fast”

IT industry vendors evolve in different ways and for different reasons but corporate acquisitions can affect that process substantially in both expected and unexpected ways. For example, purchasing new products and/or intellectual property can enable the acquirer to enter unfamiliar markets far quicker than if organic development were pursued. Such deals can also substantially bolster the buyer’s reputation, especially if it purchases a solid brand and carefully manages product quality and customer relationships. But virtually every deal encounters at least some turbulence related to customer- and technology-integration issues. How and how well a vendor negotiates those challenges should be points of interest for IT customers and partners alike. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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IBM Introduces Transparent Cloud Tiering for DS8880…

Archiving data from mainframe storage systems has been traditionally limited to an on premises physical or virtual tape tier. However, IBM has overcome that limitation with the introduction of Transparent Cloud Tiering (TCT) software that runs on DS8880 storage systems for z Systems. TCT widens the archiving storage targets to cloud environments and that brings the benefits of hybrid cloud with it, such as creating more and better options for managing both capital and operating expenses. Why IBM is doing this reflects the fact that data tends to change in value over time. Keeping older data on primary production storage is expensive not only in terms of storage costs, but also in terms of the resources needed to manage that data (such as for backup and disaster recovery). The solution is to archive less frequently used data to a different (and less expensive tier) of storage, but also making sure that the information can be easily recalled upon request. In the mainframe world, archiving is optimized only for the use of tape. That means an on premises solution, which while useful, lacks some of the benefits of a hybrid cloud solution that IBM TCT supports. Let’s consider that more closely. For more information, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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Pure Gold: Flash Vendor Predicts 30%-Plus CAGR, $35-Billion TAM

SAN FRANCISCO: Pure Storage has made it to the big leagues, having outfought, out-thought and outlasted the hordes of competitors in the enterprise flash storage market, which is experiencing explosive growth in the rapidly emerging digital transformation/big data and analytics/Internet of Things world. No longer relegated to the ‘Others’ category, it is a top-five player that looks too big to buy (Dell EMC, like James Bond, proves you should Never Say Never Again, but an acquisition — or at least a suitable acquisitor — appears unlikely) and too small to thrive without some help, typically a significant barrier to entry like proprietary (and popular) intellectual property, large installed base or deep pockets. With both the $1-billion revenue plateau and its first quarterly profit within reach in calendar 2017, the Puritan elders — AKA its senior executives — are predicting even bigger things to come, like at least three more years of 30%-plus revenue growth, surpassing the $2-billion annual revenue mark by 2020. That prediction was just one of the items announced to more than 3,000 customers, partners and staff (with another 2,000 online, for a total increase of 300% over last year’s inaugural event), at this week’s Pure//Accelerate 2017. Unlike the overall enterprise storage market, which continues to see capacity shipment growth at the expense of revenue and margin growth, the flash market, especially all flash arrays (AFAs), is growing explosively — 48% in the first quarter. Sales were a little over $1.3 billion, with Pure Storage holding down fourth place with 12% market share, behind Dell EMC (29%), NetApp (21%), HPE (17%), and comfortably ahead of IBM (7%). “All-flash array is the only segment growing in the external storage market space,” said Jimmy Yu, Dell’Oro Group vice president, in a statement. “While the total market for external storage has contracted for the past two years, and will likely decline again this year, all flash storage system sales are reaching all new highs. We predict all-flash array revenue to grow approximately 40 percent in 2017 to reach nearly $7 billion while disk and hybrid storage system revenues decline about 14 percent.” AFA’s future is looking even brighter, according to both flash guru Jim Handy, GM of semiconductor research group, Objective Analysis, and Gartner. Handy expects a manufacturing breakthrough in high-capacity 3D NAND chips next year that will further lower AFA prices. Gartner is predicting that half of all data centers will only use AFA for primary storage by 2020, with the market growing to $9.67 billion. Pure believes the total addressable market for its faster solid-state storage arrays is $35 billion. Dave Vellante, chief analyst of Wikibon, agrees the...

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Pure Flash: Catching Up Or Racing Ahead?
Jun15

Pure Flash: Catching Up Or Racing Ahead?

SAN FRANCISCO: There were a number of product announcements, some fascinating market research, and insights into the future provided at, and leading up to, this week’s Pure//Accelerate 2017, the second annual customer/partner event from enterprise flash storage market light-heavyweight Pure Storage, Nearing the $1-billion revenue mark, the company is comfortably in the top five flash vendors and offers an interesting perspective on where the market is, and where it might be going. The company’s marketing slogan — or at least one of them — is software-driven, hardware-accelerated, so it’s appropriate that there were more than 25 software announcements, all delivered in evergreen, all seamless upgrades. “Our core DNA is software,” said Scott ‘Dietz’ Dietzen, CEO of Pure Storage. The announcements included: Pure1 META, it’s Artificial Intelligence (AI) platform for delivering on the vision of self-driving storage; its vision for the data platform for the cloud era; major updates to its flagship software, Purity, Purity for FlashArray 5.0, and Purity for FlashBlade 2.0; and Purity CloudSnap, which extends Purity’s Snapshots to FlashBlade, NFS, and the public cloud. In April Pure announced FlashArray//X, the first mainstream all-NVMe FlashArray,  a new protocol for communicating with flash that provides the ‘low-latency and parallelism that promises to take the potential of flash to new heights,’ blogged Max Kixmoeller, Pure’s VP, Products. A month later it launched the NVMe Now promotion, an extension to the company’s TB-for-TB trade-in program Evergreen Storage. Through October 31, 2017, organizations using VMAX and XtremIO can upgrade to FlashArray//X, providing customers a “total cost of ownership savings of close to 50 percent over six years.” When asked how Pure’s portfolio now compares to the competition, storage guru Mark Peters, ESG Practice Director and Senior Analyst (Storage), Enterprise Strategy Group, gave them a solid ‘B’ and said they are now comparable, with the following caveats. It depends on how your define their competition and how you define their portfolio, he explained. “Assuming you are comparing to other AFA folks and just on the product rather than all the consumption and support choices, then they are now (at last) at least on par… maybe even with some nice advanced differentiators. If you compare to a broader storage, HCI or IT provider, clearly they have a long way to go.” If you assume it’s by how you define their portfolio, he views it as an iceberg. “To date we are only seeing a small % above the water (hence the solid “B”….but their architecture and approach means that their portfolio has immense extensibility — we are just not exposed to it all yet (so maybe an A’).” At least one competitor appears concerned about...

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IBM DB2 Direct vs. Oracle: Innovation Is the Best Revenge

The tech industry has long promoted the concept and value of “co-opetition” – a process in which even viciously competing vendors can, in some areas, willingly cooperate in mutually beneficial ways. There are countless examples where the co-opetition dynamic works as advertised, some of them going back for decades. For example, system vendors that develop their own networking switches, including Dell, HP and IBM also sell Brocade, Cisco and/or Juniper solutions. Similarly, though most major server vendors have their own in-house storage systems, they also support offerings from storage specialists, including EMC, HDS, NetApp and many others. That doesn’t mean that co-opetition partners don’t occasionally get on the wrong side of one another. For example, Cisco’s decision to launch its own Unified Computing System (UCS) servers in 2009 rubbed many of its system vendor partners the wrong way. Then again, Cisco got some of its own back when strategic partner (and then-fellow VCE co-owner) VMware bought Nicera in 2012 to get a leg up in software-defined networking. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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