As a fanatical Red Sox fan and a storage reporter, the whole EMC-logo-on-Red-Sox-uniforms thing has been a matter of some, er, ambivalence for me. It’s also been the source of some trash talk between me and EMC acquaintances, one of whom–a Yankees fan–keeps threatening to send me one of the defiled jerseys. To which I reply I’ll be ready with a seam ripper suitable for removing the patch on the sleeve. To which my father, who raised me a Red Sox fan, replied that I would be an idiot for not keeping it as a collector’s item. But anyway.
Meanwhile, since the EMC logo was slapped on the Olde Towne Team for the Japan trip (and for the Japan trip ONLY, they promise us, but we’ll see), Joe Tucci took a jaunt to Japan with the team and hobnobbed with the players at a gala reception last week. A gala reception at which Globe Red Sox columnist Dan Shaughnessy was also present, and witnessed the following, as reported in his column today:
Highlight of the trip, hands down, was EMC CEO Joe Tucci having a catch with Hideki Okajima at a fancy reception at the Sox’ New Otani Hotel headquarters Monday. While 2007 World Series clips were shown on a Green Monster-sized LED screen, assorted clients and dignitaries – most of them Japanese – feasted on sushi and fine wines. After a few speeches and interviews with Mike Lowell, Dustin Pedroia, Kevin Youkilis, and Terry Francona, a couple of fielding mitts were produced and Tucci lined up to play catch with the Sox’ second-most-famous Japanese hurler. Standing in front of the giant screen, Okajima softly tossed to Tucci, who was about 20 feet away. Tucci made the catch, and before you could say, “Nuke LaLoosh,” gunned a wild heater that sailed far high and wide of a sprawling Okajima and punctured the precious LED screen. I will never look at the EMC logo (which was on the Sox uniforms for the Japan games) without thinking of this.
Was that karmic payback for Tucci — a Yankees fan who dismayed Sox purists everywhere? Not for me to say. But I would have killed to be a fly on the wall–especially if I could have been a fly on the wall with a camera.
The UK’s Channel Register broke the story yesterday that NetApp’s new slogan, ‘Go Further, Faster,’ is kind of, um, already taken. By, er, Halliburton.
Eh, no worries. Not like that company is really well-known or well-connected or anything.
The Register weighs the two slogans:
On one hand, according to the Halliburton recruitment video, the company makes a habit of going further, faster every god damn day. That’s consistency. On the other, NetApp’s video has a 4/5 star rating on YouTube.
“Very cool!” says a commenter who we are sure is not an employee of NetApp. “Awesome,” echoes another completely random observer.
(When vendors get all nitpicky with me, I wonder how they even deal with The Register, or if they just pretend it doesn’t exist, since it’s across the pond anyway.)
And of course you know EMC bloggers are jumping up and down and singing happy tunes about this little gaffe.
Barry Murphy, formerly of Forrester Research, has been named the new director of product marketing for Mimosa, tasked with “expanding the company’s eDiscovery and content management partner ecosystem and broadening awareness for and adoption of Mimosa Systems’ award-winning content archiving platform.”
The cynically inclined might say he already did a similar thing with his last major act as a Forrester analyst, the publication of two reports on message archiving products. The reports concluded that on-premise software archives (such as Mimosa’s) are gaining more traction and are more mature in their features than hosted archiving offerings.
I don’t really believe this was anything other than coincidence–the research for such a report goes on for months and the report was obviously started well in advance of this transition. It makes sense that an analyst whose expertise was in records management and archiving would go to a vendor in that sector of the market. But sometimes the appearance of a conflict of interest can be as problematic as an actual conflict of interest. At the least, from my perspective, it’s unfortunate timing.
Murphy joins Tony Asaro, who recently resurfaced as chief strategy officer for Virtual Iron after a short stint with Dell, as the most recent storage analysts to head to vendors. It has been suggested to me that most analysts wind up at vendors or doing consulting, so maybe this is a natural lifecycle we’re seeing.
Speaking of defections, it has also been announced that Dr. David Yen has left Sun for Juniper. Yen was formerly the head of Sun’s storage group, who was shifted to their chip group following the restructuring of the storage and server groups under John Fowler last year.
Ever since I started covering storage, I’ve been hearing the disk vs. tape debate, usually including proclamations that tape is dead or dying.
There are good reasons to make that assertion. Disk-based backup is catching on, particularly among SMBs, and data deduplication is evening out the cost-per-GB numbers between disk and tape for many midrange applications. Disk is preferable to tape in many ways, especially because it allows faster restore times for backup and archival data. Once again, people are starting to ask, what’s the point of using tape? Dell/EqualLogic’s Marc Farley posted a funny video on his blog to illustrate the question on Friday.
I’m not so sure we’ll ever really see the end of tape. When it comes to the high end, there’s simply too much data to keep on spinning disk. The cost of disk is often still higher per GB, depending on the type of disk and the type of application accessing it. And that doesn’t include power and cooling costs.
I’ve also heard lots of good reasons to give up tape. And maybe in certain markets, like SMBs, tape will die — if it hasn’t already. But whenever tape is on the ropes, another trend comes along to boost it back into relevance. When disk took over backup, the data archiving trend kicked in, and tape’s savings in power and cooling and its shelf life for long-term data preservation came to the fore. Now, as data dedupe has disk systems vendors pitching their products for archive, too, along comes “green IT” to buoy tape.
Now, I’d like to ask the same questions Farley did, because I’m just as curious to know, and because he and I may have different audiences with different opinions. Do you think tape is dead? If not, what do you use it for? Let us know the amount of data you’re managing in your shop as well.
I love listening to NPR. I listen to, watch and read many news sources, but I find the stories they choose and the nuances they bring to their reporting refreshing. I was listening to NPR this morning when a very rare thing happened–I heard someone being interviewed that I’ve interviewed before myself. It’s not often that IT industry news makes a mainstream general-purpose broadcast, so I paid close attention.
The pundit in question was Rob Enderle, a technology analyst I interviewed last month when EMC acquired Pi. After hearing his brief comments on the current state of the US economy and how he predicts it will affect technology innovation in Silicon Valley, I called him up myself and dug a little deeper into the matter with him.
Not all storage startups either went public or got acquired for big bucks over the past two years. Mendocino Software sold little of its continuous data protection (CDP) software and found no takers for its intellectual property, so Wednesday it sold whatever was left at auction.
Mendocino did have five customers through an OEM deal with Heweltt-Packard, which rebranded Mendocino’s product as HP StorageWorks CIC.
According to an email HP sent to SearchStoage.com today, “HP has assigned a task force and is working closely with each of its five HP CIC customers to understand their specific information availability requirements and to determine an appropriate plan of action.”
According to the email, HP is offering to switch CIC customers to HP Data Protector at no charge for the software and installation, and will transfer CIC support contracts to Data Protector.
Last week, I blogged about discussions I’ve recently had with NetApp and NetApp customers about the company’s messaging and products. One of the focal points of the debate was what users understood about best practices for overhead on FC LUN snapshots. A couple of users I’d talked to prior to reporting on NetApp’s analyst day event said NetApp best practices dictate at least 100% overhead on FC LUNs, but that NetApp salespeople tell them a different story before the sale.
However, when I followed up with NetApp, officials told me in no uncertain terms that their most current best practices for FC LUNs dictate the same snapshot overhead as any other type of data: 20%.
After posting on this, I got another response from a NetApp customer disputing those statements that seems worthy of adding to the discussion. Here’s the message verbatim:
As the first vendor to make data deduplication a key piece of the backup picture, Data Domain has benefitted most from the dedupe craze. And now it has the most at stake when deduplication becomes mainstream. If all the major storage vendors offer deduplication, there goes at least part of Data Domain’s edge.
That’s not lost on Data Domain CEO Frank Slootman. He sees NetApp’s decision to build deduplication into its operating system and use it for primary data, and the move by other large disk and tape vendors to put dedupe into their virtual tape libraries as part of a strategy to marginalize the technology.
“NetApp’s and EMC’s fundamental strategy is to make deduplication go away as a separate technology,” Slootman said “NetApp has been giving away their deduplication, and we think EMC [through an OEM deal with Quantum] will fully charge for storage but give away dedupe. They don’t want dedupe to be a separate business, or even a technology in its own right.”
Slootman says he’s not worried, though. He sees the biggest benefit of deduplication as an alternative to VTLs, and claims many new Data Domain customers use deduplication to replace virtual tape rather than enhance it. He calls deduplication for VTLs a “bolt-on” technology, where Data Domain built its appliances specifically for dedupe.
And he maintains that deduplication doesn’t work for primary storage. It’s not a technical issue, but a strategic one.
“Primary data lives for short periods of time, why dedupe that?” he said. “It doesn’t live long enough to get any benefit to reducing its size. If data doesn’t mutate, it should be spun off primary storage anyway. It should go to cheaper storage. It’s the stuff that doesn’t change that mounts a huge challenge for data centers. You can’t throw it away, and it’s expensive to keep online.”
EMC’s Centera has been something of a question mark for many in the industry over the last 6-8 months. Rumors seem to continually swirl around a major overhaul or replacement for the first content-addressed storage (CAS) system to hit the market. Those rumors and speculation persist even after hardware and software refreshes, such as the introduction of CentraStar 4.0 software last week, and despite insistence from EMC officials that no further major overhauls to the system are planned.
So far Centera remains the leader in market share and the best-known CAS product in the industry, but as we all know, the archiving market is heating up like never before right now, and other big competitors like Hewlett-Packard and Hitchi Data Systems have been refreshing archiving systems to compete better, to say nothing of archiving startups (or re-starts) popping up like mushrooms all over the industry.
Today, in an interesting twist, one of those startups, Caringo, revealed that Centera’s director of technology, Jan Van Riel, has left EMC to be Caringo’s VP of Advanced Technology.
Execs leave EMC all the time, often for positions of higher responsibility at newer companies. But there’s a tangled, shared history between these players in particular. The founders of Caringo were also among the co-founders of FilePool, which became Centera when EMC acquired it in 2001. Van Riel was the CTO of FilePool prior to joining EMC as part of the acquisition.
Caringo’s CAS uses standard CIFS and NFS protocols to ingest data, rather than a proprietary API as Centera does. Caringo’s product can run on clusters of virtually any kind of hardware (one example they showed me was the software running on a Mac external drive). With this product, they find themselves in the strange position of launching attacks against what they view as the proprietary, hardware-bound nature of a competitive product that they themselves created.
Who knows if it really means anything that Van Riel has joined with his old buddies again, but he also made a public statement critical of EMC in the press release Caringo put out announcing the move: “With EMC scaling down the Centera unit and the future of Centera unclear, the chance to join Caringo, which understands the potential of CAS, and partner once again with Paul Carpentier was too good of an opportunity to pass up.”
The plot thickens…
QLogic opened last week by declaring it has 8-Gbit/s HBAs and switches available, and ended the week by quietly disclosing the resignation of its president and COO Jeff Benck.
The connection between the two pieces of news isn’t yet clear, but until Friday both 8-gig and Benck were considered keys to QLogic’s future.
Former IBM exec Benck has been considered the likely successor to CEO H.K. Desai since joining QLogic last May. He has been the vendor’s front man with Wall Street as well as in the storage industry with 8-gig and the emerging Fibre Channel over Ethernet (FCoE) protocol. Benck was quoted in QLogic’s 8-gig press release last Monday, and he even did an interview on QLogic’s strategy later in the week with the Orange County Business Journal Online for a story that appeared today.
QLogic did not even issue a press release on Benck’s resignation. It filed a notice with the SEC on Friday afternoon – a time when companies often release news they want to slip by with little scrutiny.
“This is quite a shock,” a financial analyst who covers QLogic said in an email to SearchStorage.com after hearing the news.
A source with knowledge of QLogic said Desai told Benck he would not renew his contract, which expires May 1. The move comes as QLogic and its long-time HBA rival Emulex battle to get a leg up on 8-gig and FCoE, and as switch vendor Brocade makes its move into the HBA space. This is an important time for storage networking vendors as they prepare for a coming convergence between Ethernet and Fibre Channel networks.
Wall Street analysts take it as a bad sign for QLogic, which is also without a CFO following Tony Massetti’s resignation last November to become CFO at NCR.
Kaushik Roy of Pacific Growth Equities LLC described Benck as “sharp and pretty engaged. I don’t get the idea that Jeff was incompetent,” Roy said. “There must have been serious disagreements between him and H.K. They’re still searching for a CFO. All these things don’t bode well for the company. It is clear that QLogic is having some serious strategic issues that are extremely hard to overcome.”
Aaron Rakers of Wachovia expressed a similar opinion in a note to clients today.
“We view this as a negative for QLogic,” Rakers wrote, adding that Benck was seen as Desai’s probable successor. “This announcement likely puts increased strain on QLogic’s executive management team, which has been in the process of looking for a CFO.”
Benck’s resignation raises issues regarding QLogic’s future technology direction, as well as the company’s fate. There has been speculation for several years that Cisco would acquire QLogic. Cisco resold QLogic Fibre Channel switches before developing its own fabric switches, the vendors are working together on FCoE, and QLogic has pieces that Cisco lacks for the coming converged network architecture.
But Roy, who was quoted in the Orange County Business Journal story saying he “would not be surprised” if Cisco buys QLogic and Brocade acquires Emulex, said Benck’s departure probably means no deal is imminent. “Why would Jeff leave before the acquisition?” he said. “It would make more sense for him to stick around until after the deal.”