8 posts • joined Friday 7th December 2012 16:10 GMT
Everything is more complex Chris
Interesting perspective, but why pick storage as the complexity poster child? I remember when I could adjust the valves and points on my '63 VW bug, Then along came electronic ignition, fuel injection, and onboard computers. I didn't ask for any of those things and I surely can't work on my car anymore but I must admit despite this complexity cars seem to run a lot better and last a whole lot longer than they used to.
Yes storage was easy back when you had some bus & tag cables connected to a few disks on an IBM 360, but as I recall you were maxed out at 32 drives, or about 10GB. Then along came MS Office, Oracle, and oh yeah the interent and suddenly everything got more complicated.
Not sure I'd call it a horror show but its true storage complexity is part of keeping up with the pace of data growth and diversity, whether its in your data center or somebody else's in the cloud. So just as you need a good mechanic with sophisticated diagnostics to work on your car, you'll need a good IT storage architect to sort through all the options and design a proper data storage network.
Fiscal vs Calendar explains it
NetApp's fiscal Q1 falls in Calendar Q2, so its natural to see a drop from FYQ4/Q1 i.e. CYQ1/Q2 - I can only remember one CYQ1/Q2 sequential gain in the 7 years I've been here. But hey how about NetApp's 8.6% year-over-year growth, and the fact that EMC and NetApp are the only ones growing in tough storage market!
At last check, an 800GB SSD (3 watts) actually consumed more power, cooling and rack space per GB than a 4TB HDD (7.8 watts).
Re: History is a great teacher
2-3X margins for making vs OEM'ing? Really? If that were the case, Dell would be making their own tape drives, routers, keyboards, desks and staplers. Simply not true. Dell would have given Equallogic global reach with or without buying them. Darren Thomas tried his best but unfortunately leaves a legacy of buying expensive storage companies that contribute continual declining revenue for Dell.
History is a great teacher
Dell's storage division seemed to go into cardiac arrest the day they announced their split from EMC. The patient doesn't seem to be doing much better today. How would I fix it? Absolve all those aquisitions and go back to OEM'ing best-of-breed products. Dell's roots of greatness are in vendor negotiation and suppy-chain distribution. Shouldn't they stick to what they do best?
Larry @ NetApp
The market doesn't want unified storage? Really?
Got a chuck(le) out of the comment "we would end up with something similar to NetApp, and the market doesn't want that." Um, Chuck might want to take a look at the calendar, its nearly 2013 and apparently customers do want universal storage that's agile and unified.
Larry @ NetApp
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