* Posts by jlchatelain

1 post • joined 25 Mar 2013

Cloudfather Tucci meets with EMC clan, analysts to talk strategy

jlchatelain

Not sure that future is bright enough to wear shades !

An interesting and to-the-point read from Chris, as usual. This EMC event has been positioned as a “strategic forum” – a glimpse into the future if you like – so I am surprised and puzzled at the same time.

I do not see any mention of next generation NVRAM technology. Where is EMC in terms of STRAM, PCM and ReRAM? Flash, the most popular type of Nand-based NVRAM technology for the past few years brings fundamental challenges at a semi-conductor level – wear/shelf life and density to name but two. The demands on today’s storage requirements are not necessarily best served by Flash, and this is exactly why many are predicting that by 2016 it will hit a technology wall. This is also why DDN is starting to see a new class of NVRAM technology being developed that promises more density and greater speed than flash, all at a much lower price point. For me, these “Next Gen” memory technologies are game changers for today’s storage infrastructures. Yet, as far as EMC ‘strategy’ goes, I see no forward-looking reference to this.

As for the comments, ‘the only way is hybrid’, all I can say is welcome to the party! There’s nothing particularly new here, now is there? While it is a step in the right direction, EMC is simply doing what others have been encouraging the market to do for quite some time. .

However, I welcome EMC’s strategy around HDFS as an important storage protocol and layering it over ATMOS. HDFS is here to stay and well-suited to an implementation on an object storage platform (I expand my view on this on my blog at http://bit.ly/ZQoVp4) So, a question comes to mind: How strategic do you think EMC's strategic forum really was?

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