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Storage Industry Archives

March 2, 2007

HP Exits Polyserve

HP apparently has struck an agreement to acquire Polyserve, one of EqualLogic’s technology partners. Here is the announcement on HP’s website. The announcement describes this as giving HP an entry position in the enterprise NAS market. That’s an interesting idea, now we’ll see if HP actually integrates Polyserve’s technology as a bundled NAS product offering like the way Netapp and other NAS vendors do.

Acquisitions are often difficult, but this one could turn out well for HP. The idea of using blade servers for clustered NAS heads has merit, especially when compared with disk-heavy clustered NAS systems. The trick will be in coupling their NAS-blades with a back end SAN that provides the flexibility and scalability that such as architecture demands. I hope that HP continues to support the standards that are implemented in Polyserve’s product today so that SAN vendors like EqualLogic can continue to provide a solution for customers that want their clustered HA file services with our frameless iSCSI SAN.

March 16, 2007

Network World: Is Fibre Channel Dead?

Deni Connor at Network World published a column yesterday, capturing the thoughts of technologist Joel Snyder. Here's the link to the Network World article: Network World Column: Is Fibre Channel Dead? I actually saw the story first on Hartmut Wiehr's blog here where there is a permalink: Hartmut Wiehr's posting on "Is Fibre Channel Dead?"

Joel is not a storage guy per se, but a technology guy with a long career who has seen a lot. Here is his profile at Network World: Joel Snyder bio

I'm not sure that I agree with Joel altogether. I do feel that iSCSI will eclipse Fibre Channel relatively soon, but I think Fibre Channel is going to have a longer tail and slower decline than other dinosaur technologies like FDDI and Token Ring- only because the market for storage tends to be extremely risk averse and the process of swapping infrastructures is both risky and expensive. Still I talk to customers every week that have jettisoned Fibre Channel in favor of iSCSI because of the flexibility shortcomings and the relative high cost of owning Fibre Channel.

March 26, 2007

No Stevie D @ Steve's Nutcase Wonderland?

I saw Steve Duplessie's post today that he isn't going to be at SNW in San Diego. Wahhhh! OK, so it won't be the same event, but I'm still going to go anyway and I know I'm not as much fun as Steve, but I'm looking for chill hanging opportunities. Yo Tony? Wassup?

March 29, 2007

Another Chink in Fibre Channel's Armor?

A new Ethernet standard called CEE (Convergence Enhanced Ethernet) is being proposed as a way to unify networking technologies in the data center. This blog discusses it, as does this article in EETimes.

Of course, we've all seen standards come and go before, but there are certainly good reasons to think that Ethernet standards have a little bit better chance of making it through the ringer than most other standards. If CEE gains critical mass, Fibre Channel and InfiniBand will quietly evaporate and iSCSI will become the de-facto SAN standard technology. It seems inevitable sooner or later.

March 30, 2007

Another Fibre Channel Expert Switches to iSCSI

Lucas Mearian at Computerworld published an interview yesterday with Greg Scherer, formerly the Chief Technical Officer at Emulex. Greg saw a lot of changes in the storage industry in the course of his 24 years career at Emulex and has the catbird's view of the Fibre Channel industry. Now he is putting his experience into a startup, Neterion, which is working on high speed iSCSI technology. Lucas did a great job in this interview and asked a number of intriguing questions. Definitely worth a read:

http://www.computerworld.com/action/article.do?command=viewArticleBasic&articleId=9015082

If you still haven't linked over, here's a quote from the interview to whet your whistle:

If you think about where Fibre Channel is deployed, it's really mainly in tier three of the data center. And it never jumped into being a real channel product. It's really an OEM-driven product. The OEM channel is an expensive channel. The channel [vendors] will make maybe 15 points. It's a pretty slim margin, but there's also very little support. The channel [market] is really just a facilitator to get the product from point A to point B. In the Fibre Channel market, which is OEM driven, there is anywhere from a 40-to-65-point margin. It's very lucrative.

I know there were times when some of the OEMs where making more money off the sales of Fibre Channel adapters and switches than they were off the system sales. It's one of those protected ecosystems where people were willing the pay it and they [the vendors] were willing to take it.

April 1, 2007

VMWare ESX and iSCSI : Ignore the FC FUD Factor

This thread in the VMWare foums has customers discussing their SAN implementations for ESX servers. The discussion is practically a group endorsement for using iSCSI storage with VMWare. If you are thinking about iSCSI but are unsure if the performance will be adequate, this thread (and others) on the VMWare forum may help build your confidence.

Don't believe the FUD about iSCSI. It's far better than Fibre Channel vendors want you to know. It's a lot better than what a lot of the analysts say it is. The best yardstick for a technology are the opinions of the people who use it.

April 6, 2007

FCoE: Run Away, Its The Monster!

Today's ANSI news: .......... FC vendors propose FCoE. Fibre Channel Protocol over Ethernet or something like that. Serial SCSI running over Ethernet without TCP or IP. Let's see, that has been tried before with Nishan's SOIP, Adaptec's EtherSCSI and other less well known technologies - and killed off by whom? Most of the companies proposing FCoE. Ironic.

So, if you are a FC vendor and it looks like 10Gb Ethernet is going to be part of the tiger (along with iSCSI) that eats your lunch, what do you do? You resurrect old ideas that you hung five years ago, dust off the corpses, insert zombie brains and call it the new shiny FCoE (Frankenstein Convergence over Ethernet?). The only difference between what you killed yesterday and your unholy experiment today is that this bad boy saves your business. It doesn't really have that much to do with customers, except that you get to squeeze them a little longer.

Here is a link to a TechTarget blog that I agree with.

And in honor of this abomination, here is a link to Tim Burton's Frankenweenie on YouTube .

April 24, 2007

SAN and NAS: Applications More Than Protocols

Dave Hitz at Netapp posted an interesting blog last week where he discussed the confusion that exists regarding storage networks and protocols. At the end, he punted and basically decided that a "customer is the expert" approach is best and that if a customer wants to analyze things a certain way, then it was best just to go along with them. Why bother explaining the fine points between file and block I/O when you can just agree with something that goes against your sensibilities, right? Heaven forbid, why screw up a sales opportunity trying to explain to someone who wants to buy a lot of your equipment that everything they just said was goofy? Yes, I get it, and I have to admit it, I've been there. But Dave, don't you think its a bit of a cop out to say 'I've given up, I'll let them believe what they want to believe' in a blog. Whether we like it or not, there are people who hope to catch valuable insights from guys like us - or at least the occasional entertainment of disagreement. So, in the spirit of both, I'm giving you the WAGGING FINGER OF SHAME.

At any rate, I don't think this SAN/NAS protocol/network stuff is actually all that difficult if you forget the protocol junk and focus on the applications. The first thing is to understand that the network used for storage is just a network that can carry both kinds of traffic, just like a cable TV network can carry video, Internet and voice traffic. It does not matter if the network is Fibre Channel or Ethernet (or carrier pigeons), the network is simply a way to transmit information for a storage application.

Rather than talking about protocols, which can turn an otherwise alert human into Rip Van Winkle, it helps to focus on the two primary applications in storage networks: storing and filing. Think of them as being analogous to video and voice applications running on a cable network.

Storing was historically developed to transmit information between computer systems and relatively unintelligent storage devices such as disk drives and tape drives. This is roughly similar to a TV network where the device receiving the information is an idiot box (television). Initially, storing was done over a bus, whereas television was transmitted wirelessly. As the technologies matured, both were adapted for use over networks. Storing over a network is referred to as a SAN, whereas transmitting video signals over the cable network is called highway robbery. In SANs, the storage device performs the storing function without an awareness of what the information is. Likewise a television has no awareness of what is coming out of its picture tube and speakers. Both simply do what they are told to do (its more like a master/slave thing than a client/server relationship). Where storing is concerned, a system program controls the sequence of operations that determines what information is stored, and what address spaces in the device are used to store it. This system program is usually a file system, a database system or a backup system and it has all the responsibility of knowing how to access the information stored in the device.

Filing applications (or services) were historically developed to transmit data files between intelligent systems, analogous to the way a person can tell a story to another person over the phone. Both file services and the telephone system were developed for network environments connecting multiple intelligent entities. The system that provides the file storing service is called a NAS system, whereas the person listening to the story on the phone is simply called by their name or pronoun such as "yo" or "mom". Both enti COMMENT: AUTHOR: Paula Long DATE: 04/25/2007 12:06:56 EMAIL: plong@equallogic.com URL: Marc, as always, you have given a very thoughtful answer and a clear explanation of the difference between file access and block access to data. Believe it or not, I have talked to smart people who get confused by the difference between NAS and iSCSI SAN. It had nothing to do with the wire and everything to do with how customers' applications access their data. The applications they run access the data using file semantics. On Windows there are very few applications that talk to physical disks (raw devices in UNIX-speak); in UNIX there are fewer that talk to the raw device now than when I did DB work, but still more than zero. The fact that administrators create a physical device then put a file system on it immediately is what muddies the water. With a good SAN implementation, the administrator never views the LUN/disks again. They see their drive letter or a UNIX mount point. So when someone says their applications talk to files, people tell them they must want NAS. It’s historical more than anything else. If you ask a more specific question—for example, do you want to have your database or mail server talk to your storage using NFS or CIFS?—they look at you like you’ve grown a second head. It’s difficult for them to comprehend why you would add that additional unnecessary layer between the storage and the application. Not everyone hears/reads NAS and automatically understands this to mean NFS, CIFS or some other distributed file system protocol. NAS is an overused term that can confuse people. It means Network Attached Storage. When some folks hear “network” they think “Ethernet.” You say “iSCSI,” they hear “Ethernet.” Hence the confusion; our language is precise if you understand the history of the term NAS, and don’t confuse the term “NAS standards” with Network Attached Storage. We should make sure we don’t argue with customers. At the same time, we should make sure we clearly understand what they are telling or asking us. Our definitions and theirs aren’t always the same. So I guess I agree with David that the terms can confuse people. I am not sure that saying “There’s no difference” is the answer, though, since you’ll have one disappointed DBA if she finds her database talking NFS or CIFS to access storage. Paula

May 14, 2007

David Scott, 3Par CEO on Thin Provisioning Gotchas

3Par deserves credit for having the vision to develop thin provisioning and bring it to the market. Its almost unthinkable that a startup would be able to make it in the most conservative market in all of IT (enterprise storage), which proves the incredible value that thin provisioning has for customers. People wouldn't have purchased from 3Par if thin provisioning hadn't made such a large economic difference. They broke through the "new guy" barrier with thin provisioning and are here to stay as a mainstream enterprise storage vendor. Hitachi's introduction of thin provisioning is a major endorement of the technology and it puts a lot of pressure on EMC and IBM to come up with a response for enterprise customers.

Meanwhile, the midrange storage market has been getting comfortable with the technology with several vendors providing products supporting thin provisioning. The fact that EqualLogic now has thin provisioning might not be the biggest news to everybody, but the features that EqualLogic incorporated should raise eyebrows for the quality of the design and implementation.

David Scott, 3Par CEO, wrote today in an article in Techworld about the requirements for thin provisioning. In this article he discusses four main "gotchas" that have to be considered. In a nutshell they are:

  1. Failsafes for running out of physical capacity
  2. Automated provisioning of new storage that is added to thinly provisioned volumes
  3. Support for remote replication with thinly provisioned volumes
  4. Performance that is consistent with normal volumes

EqualLogic's engineering team covered all those bases and then some, including the ability to turn a thinly provisioned volume back into a normal volume. Sometimes we are such a conservative New England company that it almost kills me. Our team is tight and they are smart. Thanks, David for helping me say that better than I could. By the way, if you see this, please say hello to Craig Nunez, one of the best people in this business.

May 20, 2007

Breaking News: EMC Pays For Five Nines Report and Gets It

Here is a link to a post Chuck Hollis from EMC made last week about EMC's CX3-Ultrascale storage products achieving five nines availability. Here is a link to my post welcoming EMC to that level of availability.

Chuck and I disagree from time to time and this time it apparently is about the nature of indepedent analysis and verification.

From page 4 of the IDC Report referenced by Chuck Hollis in his blog:

"This sound method for monitoring and analysis has led EMC to determine that its CX3-UltraScale series of storage arrays has achieved an impressive 99.999% (5-9s) availability between May 8, 2006 (when CX3 products first began shipping) and April 28, 2007. "

I'm not sure how anybody else interprets the statement above, but it does not exactly look like an independent analysis to me. Hmmm.... what ever led me to think that maybe this was not an independent study of customer opinions? Maybe the words "Sponsored by EMC" under the title of the document.

I commented on Chuck's blog and left a URL for a study conducted last year and published in December by Storage Magazine. When he approved my comment, he managed to leave out the URL for this article. Chuck's rationale for doing this is that the Diogenes Research study for Storage Magazine was a "popularity poll". So what is more objective - an indpendent body of research conducted with end users or a self-certification study verified by a sponsored white paper? Readers that didn't click the Diogenes link might still be interested in this quote from their site: " The company will not accept fees from vendors to create published opinions, white papers, or validations. The company also will not provide competitive analysis services to any vendor."

OK, the Diogenes study was not an independent certification of five nines availability (it was an overall customer satisfaction study), but neither was the EMC-sponsored white paper from IDC. The only way we are going to get real data for availability is from independent surverys by companies like Diogenes. Sponsored white papers of EMC collected data? Hmmmm...... I don't doubt that EMC has vastly improved the reliability of its mid range products, but that doesn't mean that other vendors haven't achieved same/similar/better results already. Competitive industries creates pressure for all vendors to innovate and get better.

Here's something to consider about availability: Storage volumes on EqualLogic systems that are fully provisioned and approaching full capacity (volume is almost full with no available storage to allocate on the array) can have their storage capacity upgraded through the addition of another system to the SAN - or by upgrading the drive capacities in the system. There is no planned or unplanned downtime during this process - data stays online all the time. This means customers don't have to buy lots of extra storage to make sure they don't have more than 5.3 minutes of downtime during the year. Anyb --------

June 20, 2007

Stephen Foskett of Countoural on the Microsoft Simple SAN Initiative

Stephen Foskett, one of the sharpest storage thinkers I know has a data management practice with Contoural - and he just started a blog called 'Stephen Fosekett, Pack Rat', with a subtitle of "Understanding the Accumulation of Data'. One of his first posts discusses his opinion of Microsoft's Simple SAN initiative, which he feels is one of the best kept secrets in the storage world. I would agree with him, Microsoft has done a number of things very well to create "Microsoft Standards" for storage interoperability. In a nutshell, Microsoft has made it easy for their operating and application systems to work with storage vendor products through a common set of APIs across their server software products. Is simple SAN a "true" standard? - no. Is it a workable standard for Microsoft shops? - definitely.

Without any preparation, Stephen got a chance to see how simple an iSCSI SAN configuration can be, although he did say that the Microsoft iSCSI software initiator config slowed him up a bit. I would agree with that too, because I had the same experience the first time I set one up (I seldom RTFM). But the fact is, the time it took was almost nothing. It only seemed noticeable because the rest of the configuration process was so freaking easy. Here is a 2-page "Coffee Break" (PDF file) from EqualLogic that discusses how simple it is.

Hey, Join Us And Bite Some Meaty Ankles

This story says most of it:
http://www.crn.com/storage/199905754

Once upon a time Netapp was an Ankle Biter too. How does the saying go, "If you can't beat 'em...."?

So all you Netapp resellers out there wondering how to keep us at bay, I've got this to say - Doing business with a growing ankle biter might be the best decision you make this year.

June 21, 2007

Foskett on Nipping Netapp's Ankles

Stephen Foskett on the business model change Netapp is apparently considering.

For those of you at Netapp, trying to figure out how to deal with us Ankle Biters, these links may be helpful to you:
http://ph.answers.yahoo.com/question/index?qid=20070611205338AAtuZs0
http://www.supportsusa.com/ankle/
http://www.footphysicians.com/what-is/ns_smelly-feet.htm

If you are thinking about a SAN, this article is pretty good

Anne Silverthorn wrote a pretty decent article in InfoStor about how SMBs can benefit from installing SANs to replace DAS storage. Lots of vendors are mentioned

June 22, 2007

Its Time To Get Off Brocade's Back

The employees of Brocade are really tired of the shadow Greg Reyes' trial is casting. I think they deserve a break.

June 27, 2007

Recent EqualLogic Awards

They always do things a bit differently in the UK. This page from the UK's Storage Magazine web site shows storage people carrying on as if they were "normal people". I think Storage Magazine UK deserves an award for pulling that off. EqualLogic was awarded the Storage Virtualization Product of the Year for the PS3900XV. Its not clear to me why this particular product was singled out because all our storage systems have the exact same storage virtualization software. But that's OK, we're happy for the recognition.

We also recently won the top prize in e-Week's Excellence Awards for Enterprise Storage Hardware. for our PS-3800VX . I don't know how long the link will be good, but here is the page on eWeek's site. Again, we appreciate the recognition. Thanks to the customers, readers, writers and publishers who contribute to our success.

June 29, 2007

The Odd Couple Rides Again

Processor Magazine recently published an article on iSCSI implementations that I was quoted in. That was OK, but the thing that really surprised me was that my old friend and comrade Jay Kramer from iSTOR was also quoted. Now Sixto (the author), you should have told me I was going to be partnered up with Jay because I would have insisted on a few perks, such as top billing and more quotes. Jay and I have circled the same aspects of this industry for many years: I was fabric and he was loop, he was SATA and I was SAS, but mostly he was Laurel and I was Hardy. Our best stint was probably tag-team-teaching storage networking technology to the theme of family feud. I'm not sure that Jay and I ever agree completely on anything, but I always enjoy getting together and arguing. Truth be told, I was pleasantly surprised to find him sharing this article with me and we certainly agree on the future of iSCSI.

I thought I'd reinforce a couple thoughts about best practices for iSCSI SANs that were in the article:

  • Segregate SAN traffic from data traffic as best you can. Use an air-gap network, VLANs or subnets in that order. Its easier to manage changes if I/O paths can be isolated.
  • Use CHAP authentication for further connection isolation. It removes a lot of the oops-darn-it risks that Fibre Channel administrators worry about.
  • Minimize the number of hops between servers and storage that work together. Edge-core topologies are not necessarily the best policy. Think short for storage.

July 25, 2007

Thoughts on Power in IT and Storage

I like the way Nicholas Carr thinks and writes. He reflects in his blog today about what some people see as an impending power crisis for the IT industry. Nicholas is the author of "Does IT Matter?" - a book that speculated that there might not be sustainable business advantages from the use of IT - only disadvantages if you don't keep up. This sort of entropic view of the universe fits my physics-educated world view - you can build big things, but its very, very difficult to maintain them. Lets face it - how many people are inspired by maintenance tasks?

There are many examples of crumbling infrastructures around any major city in the US. The power grid is one of those things that is more out of control than we like to think and is decaying. We should expect to see these types of snaps, crackles and pops periodically until their frequency becomes a financial hardship or a major catastrophe occurs because the power infrastructure falls and can't get up. We've certainly had our taste of what this could be about in the Bay Area. Several years before yesterday's Web 2.0 power outage we had the infamous wintertime power outages across California. Power plants became meaningful again - but the grid is still a feeble, fragile living museum of power distribution.

I've been to 365 Main, the Internet data center where several prominent Internet Services are colocated and who lost power and went off-line yesterday. The startling thing about that is the contingency technology - diesel power generating equipment - didn't work for 45 minutes or so, meaning a bunch of their clients lost power. Of course, that means a whole bunch of other less-than-perfect systems problems occurred too and the restoration of these sites was a high wire experience for a group of system admins. You don't get to practice recovering your data center in a power swamp every day. The chronology offered by 365 here here is an interesting read.

At the end of the day, the green movement in IT will be about the economics of self preservation. We need to figure out how to survive on a power diet just to maintain our grip on flowing electrons. How are we going to do that? By using less power for starters and looking for ways to spread IT resources to eliminate single points of failure. Storage will be hard-pressed because spinning disk drives take power and require cooling. Slower drives are greener than faster drives, but raising the temperature around disk drives reduces their reliability. Technologies that allow us to reduce the amount of disk resources we need will be very important. Data deduplication and thin provisioning are examples of storage software functions that help us do more with less. So is booting from the SAN - although not nearly as big a hitter as server virtualization. Technologies that inherently use less power will also be very important. SATA drives and storage tiering are examples of that. MAID is another example.

There's accusations and questions going around the storage blogosphere about which of this stuff is real and what is fluff and hype. In the end, however, I think the issue is real and I think vendor's attempts to respond are real. Striving for greater efficiencies is certainly nothing new. Its going to take time for everybody involved to figure it out, but that's normal. Changes are going to come.

July 30, 2007

Storage Benchmarks and Bike Racing

I can't remember how it started, but somewhere along the line,

Chuck Wrote: "Does Anyone Take the SPC Seriously?

And a week later, Tony Wrote: "Getting Under EMC Skin"

Within a couple days, Dave Wrote: "Lies, Damned Lies and Benchmark Results"

Then Tony jumped back in with a sequence of writs from Asia, ending with: "Why Not Miles Per Hour?"

To which The Storage Anarchist responded with: "The case against standardized (performance) testing"

To me, this was the storage blogosphere at its best! A battle royale of wits, writs and Hitz! (sorry Dave, it was a rhyming thing....)

In bike racing, riders do weird things to their bodies in an attempt to get an unfair advantage. Testing labs try to catch them with sophisticated testing procedures. In the storage business, contestants do sophisticated, weird things to the tests in order to get an unfair advantage.

In both cases, it can be very difficult to tell how much of an unfair advantage is being perpetrated, but at least in bike racing, a cheater still has to ride to the finish before everybody else. In contrast, with storage, the customer has to figure out for themselves which vendor's exaggerations are closest to the truth.

The good news for storage is that there are no temporary performance boosters like steroids, blood doping or EPO. The system configuration can only do what it is engineered for, nothing more. Customers who want to know the truth can test their own applications and data on the competing storage systems. All they have to do is get the various storage vendors to agree to participate in the "bake off." Get the systems out, load 'em up with data and applications, connect 'em to systems and let 'em crank. Then watch the application numbers. That's a real contest - but without the "con".

It can be a bit complicated though - sometimes customers have difficulty getting systems to test and if they do, they can run into delays getting the systems configured. After all, some storage systems actually can't be configured properly by the customer until they complete a couple weeks of training. In the meantime, customers can make themselves familiar with those systems that don't require pre-installation training or configuration-tuning. That's not an unfair advantage - it's a completely fair advantage called cost of ownership.

July 31, 2007

IT Smackdown: Service Providers Versus Power Tools

Earlier today Chuck Hollis from EMC wrote on his blog about the advantage of using service providers for things like storage. While I agree with him about a number of things such as taxes, I tend to think that outsourcing your own job is a bit of a career limiter.

In the video below, I ask IT professionals why they would abdicate storage management when it is relatively easy to get the satisfaction and accolades of having done it themselves. Like any type of work, the tools employed for storage management make a huge difference. iSCSI SAN storage tools from EqualLogic are true storage power tools.

August 29, 2007

SSPs and encryption: a WORM service?

Storage veteran Nik Simpson at the Burton Group writes thought provoking articles for their Data Center Strategies blog. Today he wrote about SSPs (storage service providers) – and why they didn’t succeed several years ago and what his thoughts are about how they could become more successful in the future. He concludes that the best application for SSPs is archiving and I agree with him, perhaps for slightly different reasons.

To me outsourced archiving makes sense as a corporate governance practice. If a company (and their IT organization in particular) wants to remove any implication of tampering with archived data, the best way to do it is through an SSP that provides the functionality. The idea is that once the data is sent to the SSP, the SSP more or less “owns it”, along with the responsibility of keeping it available for legal, audit and corporate reasons. Like WORM, but as a service. No writes, no updates.

It follows that the missing link for this is encryption of the data at the SSP site, which brings into play all sorts of thorny issues surrounding key management. The SSP needs to be able to share its storage resources among its customer base AND guarantee complete privacy of data. It is economically backwards to fence data on along physical storage boundaries, but customers are not keen on trusting logical fencing methods, such as partitioning, for fear of hacking and operator errors. Encryption with logical storage partitions would probably be acceptable and affordable.

Thanks to IBM for their pioneering work in iSCSI

Tony Pearson wrote a post recalling IBM's role in the development of iSCSI. There is no question that IBM has served the industry well over the years as an R&D innovator of new technologies. EqualLogic owes a debt of gratitude to IBM and Cisco and many other companies who worked on the iSCSI standard, paving the way for today's iSCSI opportunities.

FWIW, as a little bit of history, I was very keen on exploring storage over Ethernet (less so about using IP) in the late 90's. The first person I knew who was serious about it was Larry Boucher, the CEO of EqualLogic's technology partner Alacritech, who was running Adaptec at the time. The discussions I had with Larry led to my writing about the potential of using Ethernet for storage in the first edition of my book, Building Storage Networks, which was written during 1999. It is truly gratifying to be here in 2007 seeing the amazing progress that has been made over the last 7 years in storage networking.

November 5, 2007

EqualLogic Will Give Dell a New Edge

The big news this morning is that Dell has struck an agreement to acquire EqualLogic. This is certainly a surprise as we have been hunkering down in preparation for an initial public offering, so it gives the future a much different look than it had over the weekend. The deal will probably complete in three to four months. Let’s get on with it, I say – full speed ahead.

Acquisitions raise lots of questions – most of them I don’t have answers to, such as how will this impact EqualLogic’s business and its customers. People that know me, know that I tend to be skeptical because there are many more ways for things to go wrong than right, but I am fairly bullish on this acquisition. Michael Dell has been making bold moves at Dell since his return to the helm last January and seems to have changed his primary focus from streamlining internal operations to improving the customer experience with Dell products. His vision to Simplify IT is right on course, but difficult to accomplish. The decision to spend $1.4 Billion on EqualLogic shows a very real commitment to executing on that vision. As far as I can tell, Dell has entered this agreement with a vision of building upon EqualLogic’s early successes and plans to grow EqualLogic both as a storage provider and as a channel business entity. If so, that will be a very good thing for EqualLogic’s business, its customers and its channel partners. In doing so, Dell will be making a large number of customers’ IT experiences much simpler.

I’ve received a couple emails already from customers and friends. Most were congratulatory, but one was from one of my favorite customers who suggested that Dell will “now ruin an otherwise good product.” I really don’t think so. I think Dell understands the talent and creativity we have and believes that supporting EqualLogic will be better than extracting the technology and dumping the talent, as sometimes happens with storage acquisitions. Among other things that were discussed in a conference call this morning, Dell representatives told us that nobody will be asked to move to Texas. That's probably a bit premature, but it's also a very good sign of their intentions to increase EqualLogic's capabilities.

Dell EqualLogic Reaction

I continue to get a mix of encouragement and concerns regarding Dell's plans to acquire EqualLogic. Here are a few comments from the blogosphere:

Tony Asaro(Stor Wars)
Steve Duplessie (Steve's IT Rants)
Robin Harris (StorageMojo)
Enterprise Storage Forum
Financial Times (MSNBC)
Xconomy
TechIQ

More Commentary on Dell + EqualLogic

Here is a quote from Nik Simpson's blog on the Dell EqualLogic deal:

"But overall, both for Dell and EqualLogic, it truly is a win-win situation. Dell gets a very capable array platform, and a great solution for providing storage for their server virtualization customers. They also get a storage platform of their own, that is perfect for realizing their ambition of growing a large reseller channel business. EqualLogic and their investors get the financial recognition that their technology and market focus deserves. The combination of EqualLogics's technology, customer base, and reseller channel with Dell's manufacturing, marketing, and brand name represents a real watershed event, the storage market will never be the same again."

See the entire posting here.

November 6, 2007

FCoE: The Money Pit in Your Future?

John Webster wrote a piece yesterday in praise of FCoE. Now John is somebody I like to talk to and I usually think his arguments are sound, but I can't disagree with him more on this one. Here's what he says: "it leverages the Fibre Channel protocol’s use of SCSI directly over Ethernet, whereas iSCSI uses a different encapsulation method to send SCSI over TCP/IP, which then usually goes over Ethernet."

The glossing over of the FC protocol is important: FCoE uses the FCP protocol, which is an encapsulation of serial SCSI developed for Fibre Channel networks and mapped instead onto non-routable Ethernet frames. It is not somehow more "natural" as John's statement implies.

There are two key takeaways: 1) FCoE is going to cost a lot of money in fork lift upgrades of data center switches. It doesn't run on your existing switches and its going to be disruptive and expensive to purchase and deploy. 2) John Webster mentions that FCoE developers are missing the ease of management message. It's probably more realistic that they are trying to hide from the management question because management doesn't improve much with FCoE. It uses Ethernet MAC addresses, which are roughly equivalent to Fibre Channel's worldwide names, which are one of the root causes of so much pain installing, configuring and changing a Fibre Channel SAN.

Customers with lots of FC storage want FCoE because they want to maintain their investment in their FC storage systems. That's understandable, but they ought to think through what that means for their virtual server plans. It will probably work, but it might not be as simple to manage or as flexible as one would hope for. After all, who would have predicted that FC was going to be so taxing to manage ten years ago when it was first being deployed? And who would have thought those fundamental management problems would still be unsolved ten years later? FCoE is not pain relief, its the reason SAN administrators will need pain relief.

The best course of action for those customers might be to stick with 4Gb FC and avoid all the disruption and cost.

More Dell + EqualLogic Opinions

If there is one thing I really like, its satire. So, I have to point you to this posting:

Actually, I'm not too worried about THAT happening. For starters I expect that Dell values the capabilities of our top notch support organization and their role in building our customer loyalty. More importantly, Dell's business divisions are being recognized as having excellent support as Keycruncher points out.

Adding to the list of comments is Andrew Reichman from Forrester who concludes his posting by saying: "There will be concerns around product roadmap continuity and focus, as well questions about placement of EqualLogic products within the current Dell storage lineup, but these are likely to be minimal in comparison to the strong technology benefits and complementary fit between the two companies". His entire posting can be read here.

Dell, EMC and EqualLogic

There was a discussion on VMTN about Dell + EqualLogic + EMC that I responded to. Here's the link to the thread.

I realize its gauche to reference one's own comments on another site, but I thought it was more appropriate to do it this way so that interested readers could track any ensuing discussions over there.

Infoworld and a Little History

There's been so much written in the last couple days, its been crazy keeping up. Good crazy though.

Infoworld's Mario Apicella had an article today about the Dell acquisition. Mario likes to dig beneath the surface - in this case he sees well past iSCSI and virtualization to several key benefits our customers enjoy with our technology.

Dan Primack writes a column for Private Equity Hub, a site covering the world of private equity investments and deals. There is an interesting bit of history in his article today on Dell's acquisition of EqualLogic.

November 8, 2007

Do Wonders Ever Cease?

Lucas Mearian at Computerworld wrote about Dell's acquisition of EqualLogic and concludes that it will force a split in the Dell/EMC partnership.

I think Lucas is an astute observer of the industry, but my previous opinion posted on the VMTN forums and my agreement with Chuck Hollis' blog posting yesterday weren't swayed by what Lucas had to say.

Dell and EMC both have a lot more at stake here than the iSCSI business that EqualLogic brings to the table. They do business with a much broader set of products than iSCSI storage - such as VMware. Dell is a very valuable sales channel for EMC and EMC is a very important technology provider for Dell. There will always be some level of competition among the largest companies in the technology sector. It creates a bit of a mess sometimes, but having interdependencies between companies provides stability and efficiencies that ultimately result in broader solutions at lower costs.

I suspect this deal will actually end up creating additional opportunities to expand the business between Dell and EMC. I'm not always right about these things, but that's what my intuition is telling me.

November 9, 2007

A Slower Twitch on Dell & EqualLogic

Here are links to a couple pieces that showed up in the last 24 hours regarding Dell's acquisition of EqualLogic. Both reflect the writer's intent to present fresh, thoughtful perspectives.

The first is by longtime technology editor Bill Snyder in his InfoWorld blog, Tech's Bottom Line, where he combines technology and financial analysis.

The other is from ZDnet Australia, where author Liam Tung provides regional commentary. I always appreciate the candor from down under.

November 10, 2007

Et Tu, Chris? The Channelinsider Perspective

Chris Preimesberger wrote about the Dell EqualLogic news @ Channelinsider.com.

Tony, You Should Have Called Me

Tony Pearson, storage blogger for IBM, wrote about the impact on the rest of the industry from the Dell EqualLogic aquisition. As Tony likes to do (and what he's paid to do), he turned it into a platform for talking about IBM's storage products.

I want to correct him on his EqualLogic history. Apparently after surfing or talking to IBM market researchers he came across news that we had signed an agreement with Sun several years ago. Figuring that such a deal must have been an important part of our rapid growth he pieced together an odd collection of Jabberwocky on the topic. What he didn't surmise was that the Sun EqualLogic agreement turned out to be one of those worthless pieces of paper that mostly wasted human and natural resources.

The real story is that we have been 100% focussed on selling through our VAR channel for a couple years now since our fearless leader, Don Bulens, came aboard. FWIW, Don doesn't really care for the spotlight much but he needs to be given credit for making this business transition - without our committed channel business model, I don't think Dell would have paid $1.4B in cash for us. These types of transitions sound easy when you read about them, but they aren't that easy when you are the one steering the boat through the rapids.

Here we go again on a new transition - one that will be much more visible to industry observers than our apparently mysterious past.

November 12, 2007

Return of the strangelets<