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	<title>The Storage Architect &#187; Chris Mellor</title>
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	<description>Storage, Virtualisation &#38; Cloud</description>
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		<title>Dell Allegedly Bid for Fusion-IO</title>
		<link>http://thestoragearchitect.com/2012/05/14/dell-allegedly-bid-for-fusion-io/</link>
		<comments>http://thestoragearchitect.com/2012/05/14/dell-allegedly-bid-for-fusion-io/#comments</comments>
		<pubDate>Mon, 14 May 2012 16:34:52 +0000</pubDate>
		<dc:creator>Chris M Evans</dc:creator>
				<category><![CDATA[Opinion]]></category>
		<category><![CDATA[Storage]]></category>
		<category><![CDATA[Chris Mellor]]></category>
		<category><![CDATA[dell]]></category>
		<category><![CDATA[Forbes.com]]></category>
		<category><![CDATA[Fusion-IO]]></category>
		<category><![CDATA[STEC]]></category>

		<guid isPermaLink="false">http://thestoragearchitect.com/?p=3404</guid>
		<description><![CDATA[<p>Last Friday Eric Savitz over at <a rel="nofollow" href="http://www.forbes.com/" target="_blank">Forbes</a> <a rel="nofollow" href="http://www.forbes.com/sites/ericsavitz/2012/05/11/crazy-ass-rumor-friday-fusion-io-rallies-on-talk-of-dell-bid/" target="_blank">reported</a> that Dell may have put in a speculative bid for <a href="http://www.fusionio.com/" target="_blank">Fusion-IO</a> (thanks to <a href="http://twitter.com/#!/djenningspr" target="_blank">Don Jennings</a> for spotting the article).  The rumoured price was $33 a share, which is approximately a 50% markup on the share price at [...]<!--Begin ClixTrac.com Rotator Code -->
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			<content:encoded><![CDATA[<p>Last Friday Eric Savitz over at <a rel="nofollow" href="http://www.forbes.com/"  target="_blank">Forbes</a> <a rel="nofollow" href="http://www.forbes.com/sites/ericsavitz/2012/05/11/crazy-ass-rumor-friday-fusion-io-rallies-on-talk-of-dell-bid/"  target="_blank">reported</a> that Dell may have put in a speculative bid for <a href="http://www.fusionio.com/"  target="_blank">Fusion-IO</a> (thanks to <a href="http://twitter.com/#!/djenningspr"  target="_blank">Don Jennings</a> for spotting the article).  The rumoured price was $33 a share, which is approximately a 50% markup on the share price at the time &#8211; we can only assume the offer was rejected.</p>
<p>As Chris Mellor recently <a href="http://www.theregister.co.uk/2012/04/30/fusion_io_q3fy2012/"  target="_blank">reported</a>, Fusion-IO have been increasing revenue but making a loss and Eric Savitz also <a rel="nofollow" href="http://www.forbes.com/sites/ericsavitz/2012/04/26/fusion-io-fy-q3-beats-guidance-but-shares-tumble-after-hours/"  target="_blank">noted</a> that 55% of their revenue comes from just two companies &#8211; Apple and Facebook.  From what I understand there are also other storage companies that also contributed heavily to Fusion-IO&#8217;s revenue numbers.</p>
<p>Remember STEC?  They rode high on the back of the SSD boom until their major supplier, EMC, <a href="http://thestoragearchitect.com/2009/11/05/enterprise-computing-is-the-solid-state-drive-hype-over/"  target="_blank">decided they had a stockpile</a> and didn&#8217;t need to keep on buying.  Fusion-IO revenue for Q4 is anticpated to be flat.  Does that mean Apple and Facebook and slowing their purchases?</p>
<h3>The Storage Architect Take</h3>
<p>During a limo journey with <a href="http://twitter.com/deepstoragenet"  target="_blank">Howard Marks</a> and <a href="http://twitter.com/sfoskett"  target="_blank">Stephen Foskett</a> at <a href="http://techfieldday.com/2012/sfd1/"  target="_blank">SFD#1</a>, the subject of Fusion-IO was raised; the consensus was Fusion-IO will live or die depending whether application developers decide to write to their SDK.  I happen to agree with this sentiment.  Application integration is the secret sauce that makes server side flash (SSF) disruptive, BUT there needs to be more.  We also need the ability to deliver cache consistency outside and therefore between servers.  Dell&#8217;s acquisition would make perfect sense as it would enable SSF to be placed in the server or shared and expanded between servers with something like Infiniband; a process that needs to be driven by the server vendors themselves as part of their architecture.</p>
<p>Fusion-IO need the SDK to work but they also need server inter-connect for scale and availability.  At $33/share and with increased competition, Dell&#8217;s offer may end up looking a pretty good one.</p>
<p>&nbsp;</p>
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		<title>Cloud Computing: Emulex Enterprise Elastic Storage (E3S)</title>
		<link>http://thestoragearchitect.com/2009/06/19/cloud-computing-emulex-enterprise-elastic-storage-e3s/</link>
		<comments>http://thestoragearchitect.com/2009/06/19/cloud-computing-emulex-enterprise-elastic-storage-e3s/#comments</comments>
		<pubDate>Fri, 19 Jun 2009 21:41:54 +0000</pubDate>
		<dc:creator>Chris M Evans</dc:creator>
				<category><![CDATA[Cloud]]></category>
		<category><![CDATA[GestaltIT]]></category>
		<category><![CDATA[Beth Pariseau]]></category>
		<category><![CDATA[Chris Mellor]]></category>
		<category><![CDATA[Dave Graham]]></category>
		<category><![CDATA[EMC]]></category>
		<category><![CDATA[Emulex E3S]]></category>

		<guid isPermaLink="false">http://thestoragearchitect.com/?p=615</guid>
		<description><![CDATA[<p><a href="http://www.twitter.com/davegraham" >Dave Graham</a> posted an <a href="http://flickerdown.com/2009/06/moving-from-block-to-cloud-emulex-e3s/" >interesting article</a> on his <a href="http://flickerdown.com/" >blog</a> yesterday, relating to a new product from Emulex.  Called E3S or Emulex Enterprise Elastic Storage, the appliance (as it appears to be being positioned) allows block-level data to be migrated into the cloud for later access.</p> <p>Now there are a [...]<!--Begin ClixTrac.com Rotator Code -->
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			<content:encoded><![CDATA[<p><a href="http://www.twitter.com/davegraham" >Dave Graham</a> posted an <a href="http://flickerdown.com/2009/06/moving-from-block-to-cloud-emulex-e3s/" >interesting article</a> on his <a href="http://flickerdown.com/" >blog</a> yesterday, relating to a new product from Emulex.  Called <strong>E3S</strong> or <strong>Emulex Enterprise Elastic Storage</strong>, the appliance (as it appears to be being positioned) allows block-level data to be migrated into the cloud for later access.</p>
<p>Now there are a few interesting points here.  First, the discussion related to <strong>block-level</strong> data, that is data written to and from LUNs rather than files.  Second, data is maintained consistently (<strong>&#8220;consistent copies&#8221;</strong> to quote Dave).  Third, data is encapsulated by the E3S device and returned back to the host as required.</p>
<p>I&#8217;m a little confused as to what the offering actually is; is it a <strong>backup</strong> solution; is it a <strong>replication</strong> solution?  Let&#8217;s think about this in more detail.</p>
<p><strong>Block-Level Integrity</strong></p>
<p>Anyone who knows how large enterprise arrays work will know <strong>data consistency</strong> and <strong>integrity</strong> is king.  The array itself has no concept of the format of the file system written onto the LUNs and consequently storage arrays must maintain write sequence integrity in order to maintain file system consistency.  This isn&#8217;t a problem with a single array and synchronous replication as the I/Os are written to cache in timestamp order and replicated to remote storage arrays in the same format.  Asynchronous replication operates in a similar manner, except that LUNs are grouped together based on their consistency requirements &#8211; usually all the LUNs presented to a single host or application.  If write order is not maintained or data fragments are lost, then the target copies can be rendered <strong>completely useless</strong>.</p>
<p><strong>Data Integrity With Unreliable Transportation</strong></p>
<p>LUN replication requires consistency and data integrity. Replication into the cloud occurs across an IP connection which doesn&#8217;t have the same performance guarantees and reliability as a dedicated point-to-point network like Fibre Channel.  The problem therefore, is to move data reliably to the cloud and provide integrity checking, packet resends and manage an unpredictable performance profile. </p>
<p><strong>Unique Technology</strong></p>
<p>IP-based replication technology which deals with the performance and reliability issues already exists in the market today.  In fact, EMC have a product doing just this &#8211; <strong>RecoverPoint</strong>.  They also have <strong>Open Replicator</strong>, which writes data to unlike devices across fibre channel networks.  There&#8217;s also <strong>Axxana&#8217;s </strong><a href="http://www.axxana.com/phoenix_system.php" ><strong>Phoenix</strong></a> appliance which can move data across mobile networks.  So what exactly are Emulex offering that makes it unique compared to these technologies in the marketplace today?  We can only wait to find out.</p>
<p><strong>Questions, Questions</strong></p>
<p>So what questions should be asked of this kind of replication technology?  Here&#8217;s a few:</p>
<p> </p>
<ul>
<li>How is data integrity maintained in replicating LUNs to &#8220;the cloud&#8221;?</li>
<li>Does the E3S appliance cache data as it is forwarded to &#8220;the cloud&#8221;?</li>
<li>What redundancy and integrity is built into the E3S appliance to ensure no data loss?</li>
<li>What level of throughput can the E3S appliance maintain?</li>
<li>How is multi-LUN replication integrity managed?</li>
<li>How is multi-array replication integrity managed?</li>
<li>Can data be accessed directly from &#8220;the cloud&#8221;?</li>
</ul>
<p> </p>
<p>There are a couple of other posts out there from Chris Mellor and Beth Pariseau.  You can find them here:</p>
<p><a href="http://www.theregister.co.uk/2009/06/19/emulex_e3s/" >Emulex Cloud Storage Gateway Revealed</a> &#8211; Chris Mellor</p>
<p><a href="http://itknowledgeexchange.techtarget.com/storage-soup/emulex-plans-cloud-hba/" >Emulex Plans Cloud HBA</a> &#8211; Beth Pariseau</p>
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