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	<title>The Storage Architect &#187; dell</title>
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	<link>http://thestoragearchitect.com</link>
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		<title>EMC Enters The Market With &#8220;Me Too&#8221; Flash Products</title>
		<link>http://thestoragearchitect.com/2012/02/07/emc-enters-the-market-with-me-too-flash-products/</link>
		<comments>http://thestoragearchitect.com/2012/02/07/emc-enters-the-market-with-me-too-flash-products/#comments</comments>
		<pubDate>Tue, 07 Feb 2012 09:12:39 +0000</pubDate>
		<dc:creator>Chris M Evans</dc:creator>
				<category><![CDATA[Storage]]></category>
		<category><![CDATA[dell]]></category>
		<category><![CDATA[EMC]]></category>
		<category><![CDATA[Fusion-IO]]></category>
		<category><![CDATA[HP]]></category>
		<category><![CDATA[ioCache]]></category>
		<category><![CDATA[Ligntning]]></category>
		<category><![CDATA[Micron]]></category>
		<category><![CDATA[Pure Storage]]></category>
		<category><![CDATA[Thunder]]></category>
		<category><![CDATA[VFCache]]></category>
		<category><![CDATA[Violin Memory]]></category>

		<guid isPermaLink="false">http://thestoragearchitect.com/?p=3099</guid>
		<description><![CDATA[<p>Yesterday EMC finally revealed the details on their not-so-secret Lightning and Thunder flash projects.  Fortunately this launch event didn&#8217;t include cramming small people into minis or firing Chad Sakac out of a cannon, but was more focused on the market and products EMC are bringing to it.  There was also a large amount of Twitter [...]<!--Begin ClixTrac.com Rotator Code -->
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			<content:encoded><![CDATA[<p>Yesterday EMC finally revealed the details on their not-so-secret Lightning and Thunder flash projects.  Fortunately this launch event didn&#8217;t include cramming small people into minis or firing Chad Sakac out of a cannon, but was more focused on the market and products EMC are bringing to it.  There was also a large amount of Twitter activity; look back at the #vfvache hashtag &#8211; this being the final product name of the Lightning product.  So what exactly did EMC announce?</p>
<p>&nbsp;</p>
<h3>Lightning AKA VFCache</h3>
<p>&nbsp;</p>
<p><a href="http://uk.emc.com/storage/vfcache/vfcache.htm"  target="_blank">VFCache</a> (Very Fast Cache) is the final product name for the project that was called Lightning.  It turns out that this offering is nothing more than a PCIe SSD card for servers (not all servers mind you, but at this stage quite a few).  The initial offering combines with software to act as a very fast read cache to the host.  In Windows terms, this is implemented as a filter driver that sits above the STORPORT driver in the I/O stack, with similar implementations on Open Systems platforms.  The software component of VFCache tracks I/O and caches reads in order to speed up future I/O requests without needing to go to external disk.  Writes to disk are not cached by VFCache and EMC tried to make a virtue of the fact their product acts as a &#8220;write-through&#8221; cache, meaning I/O writes have to be committed to physical disk before the cache acknowledges them to the host.  Rather than being a benefit, write through mode in this instance is more likely to make the cache less effective by polluting the cache with writes that can&#8217;t be released until confirmed externally.  When there&#8217;s a difference in I/O if microseconds versus milliseconds, then this difference really matters.  However, I don&#8217;t think this is a design flaw, merely a placeholder for the future, as I&#8217;ll discuss later.</p>
<p>Disappointingly for EMC, VFCache 1.0 really is a 1.0 version in terms of feature support.  Within VMware ESXi for instance, the card installs with a device driver that only allows the cache benefits to be used when the filter driver is deployed into each ESXi guest, so it&#8217;s not simply a case of insert the card and off you go.  Moreover, the VFCache appears as a DAS device within VMware and so can&#8217;t be used in conjunction with vMotion.  For many organisations this is a huge omission as there&#8217;s a big correlation between high performance and high availability; the lack of vMotion isn&#8217;t acceptable.</p>
<p>&nbsp;</p>
<h3>The Competition</h3>
<p>&nbsp;</p>
<p>We can&#8217;t go any further on the VFCache discussion without mentioning the competition and in one of the presented slides, EMC paid homage to the market leaders, <a href="http://www.fusionio.com/"  target="_blank">Fusion-IO</a>.  Their ioCache product already accelerates VMware ESXi and Windows 2008 environments, using a similar hypervisor plugin approach.  ioCache already offers double the capacity of VFCache and it&#8217;s likely Fusion-IO have larger capacity cards in the pipeline as they already offer a range of SLC and MLC flash devices.</p>
<p>&nbsp;</p>
<h3>Thunder Follows Lightning</h3>
<p>&nbsp;</p>
<p>Surely Hitachi must be enjoying the irony of EMC choosing product code names based on already defunct HDS hardware (Thunder and Lightning were the mid-range and Enterprise products respectively that preceeded AMS and USP).  The next product announcement moves the flash-in-server story forward and explains how this technology is limited in terms of availability.  The move to centralised SAN environments was done precisely to fix the issues that occur with server-side SSD today.  Data is locked into the server, is difficult to expand (requiring downtime and physical intervention) and is isolated from access if a physical failure of the server should occur.  So, step up Project Thunder, EMC&#8217;s purpose build all-flash array.  This device allows multiple servers to share data across what EMC are calling the &#8220;server-area network&#8221;.  What they mean is a physically local, high-speed interconnect (such as Infiniband or Rapid-IO) between the server and a fast all-flash storage array.</p>
<p>The interconnect technology between devices already exists today (as already mentioned) but placing it into the server and using this for shared storage presents more of a challenge.  Where Lightning was a simple Filter Drive, Thunder will require deeper integration in order to manage consistency across all connected servers.  This isn&#8217;t something that comes new to EMC &#8211; think of how VMAX nodes interconnect and you have the model already there.  However, the implementation may require closer co-operation with server vendors than EMC can achieve, those same companies they are already in competition with for storage &#8211; IBM, HP and Dell.  This could mean Thunder becomes a VCE only product or is severely restricted when deployed in other manufacturers hardware.  We will have to wait and see. (Side Note: This also means that other all-SSD array manufacturers could become more attractive to HP, IBM &amp; Dell as acquisition targets &#8211; check out <a href="http://thestoragearchitect.com/2011/01/31/hp-violin/"  target="_blank">here</a> and <a href="http://thestoragearchitect.com/2011/10/05/who-will-be-the-first-solid-state-array-vendor-to-be-acquired/"  target="_blank">here</a>).</p>
<p>&nbsp;</p>
<h3>The Competition</h3>
<p>&nbsp;</p>
<p>Let&#8217;s not forget that dedicated all-flash arrays are already out there.  Recently I&#8217;ve discussed <a href="http://thestoragearchitect.com/2011/10/15/solid-state-arrays-pure-storage-inc/"  target="_blank">Pure Storage</a> and <a href="http://thestoragearchitect.com/2011/10/26/solid-state-arrays-solidfire/"  target="_blank">SolidFire</a> and there&#8217;s also <a href="http://thestoragearchitect.com/2010/05/26/enterprise-computing-violin-memory-inc-release-new-all-ssd-array/"  target="_blank">Violin Memory</a>, who have been going at this market for quite some time.  They already have the SSD array technology to a mature level including support for Infiniband; all that&#8217;s needed is a software driver to bring clustering to their products.</p>
<p>&nbsp;</p>
<h3>Futures</h3>
<p>&nbsp;</p>
<p>What can we expect going forward?  There are lots of gaps the product releases we&#8217;ve seen today.  Lack of vMotion support and no write-back cache to name only two.  The question we should be asking is what could be delivered in the future.  EMC have access to every piece of the I/O stack, from the hypervisor, the multi-path driver, through to the array.  Using PowerPath, EMC can develop more intelligent algorithms that choose whether to cache I/O locally in the server/hypervisor, destage to the array, leverage pre-fetching from disk and other clever ways to squeeze the best level of performance out of the hardware stack.</p>
<p>&nbsp;</p>
<h3>Conclusions</h3>
<p>&nbsp;</p>
<p>EMC have ratified both the PCIe SSD and dedicated flash array markets with their announcements of Lightning and Thunder.  At this stage they are bringing only &#8220;me too&#8221; products to the market, with other vendors out there having already delivered more advanced technology than being announced today.  However EMC have two big advantages; (a) they are a huge organisation, with access to the majority of customers in the market and a great marketing team.  They have the ability to place their products into customer environments and use price as the main differentiator (b) they have a huge R&amp;D budget and never stand still on product development.  Today&#8217;s 1.0 releases will be superseded within months and address some of the shortcomings we can see today.  The future battle will not be over the hardware, but the software that integrates I/O in the server to I/O on the array, delivering the benefits of local flash with the safety of external storage.  The eventual winner will be the vendor who gets that software and hardware integration right.</p>
<h3>Related Articles</h3>
<p>You may be interested in the following related articles from this and other sites.</p>
<ul>
<li><a href="http://thestoragearchitect.com/2012/01/27/fusion-io-shares-tumble-as-new-entrants-prepare-to-enter-the-market/" title="Fusion-IO Shares Tumble as New Entrants Prepare to Enter The Market"  rel="bookmark" target="_blank">Fusion-IO Shares Tumble as New Entrants Prepare to Enter The Market</a></li>
<li><a title="Emulex – Evolution of the HBA" href="../2011/11/04/emulex-evolution-of-the-hba/" rel="bookmark">Emulex – Evolution of the HBA</a></li>
<li><a title="Solid State Arrays: SolidFire" href="../2011/10/26/solid-state-arrays-solidfire/" rel="bookmark">Solid State Arrays: SolidFire</a></li>
<li><a title="Solid State Arrays: Pure Storage Inc" href="../2011/10/15/solid-state-arrays-pure-storage-inc/" rel="bookmark">Solid State Arrays: Pure Storage Inc</a></li>
<li><a title="Who Will Be The First Solid State Array Vendor To Be Acquired?" href="../2011/10/05/who-will-be-the-first-solid-state-array-vendor-to-be-acquired/" rel="bookmark">Who Will Be The First Solid State Array Vendor To Be Acquired?</a></li>
<li><a title="HP &amp; Violin?" href="../2011/01/31/hp-violin/" rel="bookmark">HP &amp; Violin?</a></li>
<li><a title="Enterprise Computing: Violin Memory Inc Release New All-SSD Array" href="../2010/05/26/enterprise-computing-violin-memory-inc-release-new-all-ssd-array/" rel="bookmark">Enterprise Computing: Violin Memory Inc Release New All-SSD Array</a></li>
<li><a href="http://blog.fosketts.net/2012/02/06/emc-vfcache-project-lightning-pcie-flash/" title="EMC VFCache (aka “Project Lightning”) Is One Small Step, But an Important One"  rel="bookmark">EMC VFCache (aka “Project Lightning”) Is One Small Step, But an Important One (Stephen Foskett)</a></li>
<li><a href="http://www.storagebod.com/wordpress/?p=1005" title="Permalink to Cache Splash"  rel="bookmark">Cache Splash</a> (Storagebod)</li>
<li><a href="http://chucksblog.emc.com/chucks_blog/2012/02/vfcache-means-very-fast-cache-indeed.html"  target="_blank">VFCache Means Very Fast Cache Indeed</a> (Chuck Hollis)</li>
<li><a rel="nofollow" href="http://virtualgeek.typepad.com/virtual_geek/2012/02/vfcache-hello-world-and-covers-come-off-project-thunder.html" >VFCache: Hello World! (…and covers come off Project Thunder) (Chad Sakac)</a></li>
<li><a href="http://juku.it/en/articles/my-take-on-emcs-project-lightning.html" title="Permanent Link to My take on EMC’s project lightning" >My take on EMC’s project lightning (Enrico Signoretti)</a></li>
</ul>
<p>&nbsp;</p>
<p>&nbsp;</p>
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		<title>Compellent &#8211; The Inevitable Acquisition</title>
		<link>http://thestoragearchitect.com/2010/12/10/compellent-the-inevitable-acquisition/</link>
		<comments>http://thestoragearchitect.com/2010/12/10/compellent-the-inevitable-acquisition/#comments</comments>
		<pubDate>Fri, 10 Dec 2010 10:17:02 +0000</pubDate>
		<dc:creator>Chris M Evans</dc:creator>
				<category><![CDATA[Storage]]></category>
		<category><![CDATA[3par]]></category>
		<category><![CDATA[Compellent]]></category>
		<category><![CDATA[dell]]></category>

		<guid isPermaLink="false">http://www.thestoragearchitect.com/?p=2137</guid>
		<description><![CDATA[<p><a href="http://31.222.189.99/wp-content/uploads/2010/11/COMP_H_3C_300_JPG.ashx_.jpeg" ></a></p> <p>Well, the announcement has been made and it&#8217;s official, <a rel="nofollow" href="http://www.dell.com" target="_blank">Dell</a> and <a href="http://www.thestoragearchitect.com/2010/10/15/hp-converged-infrastructure-event-3par-is-the-big-story/" target="_blank">Compellent</a> are in talks over a &#8220;merger&#8221; which basically means Dell acquiring Compellent for around $27.50 per share.  The press release can be found <a href="http://www.compellent.com/About-Us/News-and-Events/Press-Releases/2010/101209-Dell-CML.aspx" target="_blank">here</a>.  Even as recently as a couple of weeks ago, [...]<!--Begin ClixTrac.com Rotator Code -->
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			<content:encoded><![CDATA[<p><a href="http://31.222.189.99/wp-content/uploads/2010/11/COMP_H_3C_300_JPG.ashx_.jpeg" ><img class="alignleft size-full wp-image-2090" style="margin: 5px;" title="COMP_H_3C_300_JPG.ashx" src="http://31.222.189.99/wp-content/uploads/2010/11/COMP_H_3C_300_JPG.ashx_.jpeg" alt="COMP_H_3C_300_JPG.ashx" width="300" height="47" /></a></p>
<p>Well, the announcement has been made and it&#8217;s official, <a rel="nofollow" href="http://www.dell.com"  target="_blank">Dell</a> and <a href="http://www.thestoragearchitect.com/2010/10/15/hp-converged-infrastructure-event-3par-is-the-big-story/"  target="_blank">Compellent</a> are in talks over a &#8220;merger&#8221; which basically means Dell acquiring Compellent for around $27.50 per share.  The press release can be found <a href="http://www.compellent.com/About-Us/News-and-Events/Press-Releases/2010/101209-Dell-CML.aspx"  target="_blank">here</a>.  Even as recently as a couple of weeks ago, Compellent were <a href="http://www.thestoragearchitect.com/2010/11/24/compellent-new-features-speculation/"  target="_blank">denying</a> acquisition rumours.</p>
<p>Compellent&#8217;s share price has risen dramatically in the last couple of days (see <a href="http://www.nasdaq.com/aspx/dynamic_charting.aspx?selected=CML&amp;symbol=CML"  target="_blank">chart</a>), presumably as speculation rose on the possibility of the acquisition.  However, the current share price (and peak) are well above the suggested price from Dell and I guess that signifies a number of things.  Either speculators got greedy and overpurchased or they expected another bidder to come into the market and trump Dell as happened over 3Par.  But who would want to do that now?  HP surely wouldn&#8217;t bother as they have 3Par and have <a href="http://www.thestoragearchitect.com/2010/10/15/hp-converged-infrastructure-event-3par-is-the-big-story/"  target="_blank">made it plain</a> that 3Par is the foundation of their future storage plans for the next 10 years.  EMC are unlikely to even see Compellent as being worth their effort.  IBM have focused on their own new technology in the shape of the <a href="http://www.thestoragearchitect.com/2010/10/29/storage-networking-world-europe-iii/"  target="_blank">v7000</a> array.  Hitachi/HDS don&#8217;t acquire technologies and in any case they have existing modular products and no need of the Compellent technology.  What about Netapp?  Well, they have ploughed their own furrow and built a strategy around (their own definition of) unified storage; one array to rule them all, so perhaps not.</p>
<p>For those companies not in the storage business directly (like Cisco, Microsoft), then Compellent doesn&#8217;t seem a large enough acquisition to make any impact to their existing business.  So it looks like Dell might finally be lucky this time after being the jilted bride so many times before.</p>
<p>Compellent would fit easily into Dell&#8217;s server/storage business, meeting the requirements of medium sized businesses for which Equallogic is too small.  This of course would directly affect their EMC/CLARiiON reseller relationship, which in any case seems to have been on rocky ground over the last few years &#8211; more of a marriage of convenience than a partnership for life.  This still leaves Dell with a big gap at the top end of the market.  Theoretically they can resell Symmetrix/V-MAX (although I have no direct evidence or experience of V-MAX sales via Dell) but EMC may decide to break completely with their reseller agreement (and in any case I think the Symmetrix business for Dell wasn&#8217;t that large or profitable), leaving a big gap in the Dell storage portfolio.</p>
<p>Whilst ultimately for Compellent the Dell acquisition is likely to be a good thing, for Dell their storage strategy remains incomplete and that will be an ongoing problem for them to compete with the likes of IBM, HP and VCE in the stack wars.  One little suggestion; Compellent shareholders, when you get your cash, you may not want to put it into Dell stock&#8230;</p>
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		<title>3Par Acquisition: The Future For The Storage Industry</title>
		<link>http://thestoragearchitect.com/2010/08/31/3par-acquisition-the-future-for-the-storage-industry/</link>
		<comments>http://thestoragearchitect.com/2010/08/31/3par-acquisition-the-future-for-the-storage-industry/#comments</comments>
		<pubDate>Tue, 31 Aug 2010 09:51:29 +0000</pubDate>
		<dc:creator>Chris M Evans</dc:creator>
				<category><![CDATA[Featured]]></category>
		<category><![CDATA[GestaltIT]]></category>
		<category><![CDATA[Storage]]></category>
		<category><![CDATA[Ulitzer]]></category>
		<category><![CDATA[3par]]></category>
		<category><![CDATA[Cisco]]></category>
		<category><![CDATA[dell]]></category>
		<category><![CDATA[EMC]]></category>
		<category><![CDATA[hitachi]]></category>
		<category><![CDATA[HP]]></category>
		<category><![CDATA[ibm]]></category>
		<category><![CDATA[Netapp]]></category>
		<category><![CDATA[Oracle]]></category>

		<guid isPermaLink="false">http://www.thestoragearchitect.com/?p=1857</guid>
		<description><![CDATA[<p>The ongoing battle for 3Par by HP &#38; Dell tells us much more about the state of the IT Industry than just the desires of two companies to acquire some interesting storage tech.  It signals an acceptance that storage is a key feature in the future direction of the IT industry &#8211; more important than [...]<!--Begin ClixTrac.com Rotator Code -->
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			<content:encoded><![CDATA[<p>The ongoing battle for 3Par by HP &amp; Dell tells us much more about the state of the IT Industry than just the desires of two companies to acquire some interesting storage tech.  It signals an acceptance that storage is a key feature in the future direction of the IT industry &#8211; more important than networking and almost as important as the virtualisation platform itself.</p>
<p>This may seem like a bold statement to make, however we need to look forward to where the industry is headed.  First of all, vendors want us to buy their unified hardware stacks; it represents that move back to a consolidated architecture that kept one vendor dominant in the mainframe days &#8211; IBM.  &#8220;No-one gets fired for buying IBM&#8221; the saying goes (or used to go), demonstrating how IBM was seen as the data centre supplier for all things computing in the 70&#8242;s and 80&#8242;s.  Of course we know that politics within organisations and the cost of IBM hardware eventually broke the monopoly, but the status quo worked well for many companies for many years.</p>
<p>Now, Cisco, EMC, VMware, HP, Oracle and potentially many others want to own your data centre.  They want you bought into their computing stack.  Over time, I suspect many of those same companies want to move you to their cloud infrastructure offerings, even if they don&#8217;t offer them today.  This will be both directly and indirectly.  There will be the direct model, where the vendor offers cloud services to you under their name; there will be the indirect model where their technology powers the cloud provider, or is offered as a service.  It&#8217;s at this point the 3Par acquisition becomes much more interesting.</p>
<p>3Par already have many customers in the cloud services sector.  In fact they sell their hardware on the virtues of multi-tenancy, reduced cost through thin provisioning, tight integration with virtual hypervisors and so on.  In this growth sector of the industry, cost is a key driver and no end user or company will pay more than they need for storage.  This means Enterprise arrays like those from Hitachi and EMC won&#8217;t play a central role in this future, but rather storage devices which provide the highest efficiency will.  Where do all the major players stand?</p>
<ul>
<li><strong>EMC</strong> have entered the market with a brand new platform &#8211; Atmos.  Although withdrawn as a direct service, Atmos continues to be available from partners.  EMC have chosen to use their own technology as the foundation for cloud.  In addition, VPLEX provides the ability to virtualise the storage layer, including federation features that fit well with VMware.</li>
<li><strong>HP </strong>have a strong blade server offering for their cloud infrastructure.  <a rel="nofollow" href="http://www.hp.com/hpinfo/newsroom/press/2009/090420c.html"  target="_blank">Matrix </a>provides orchestration for the server, network and some parts of the storage layer, however this work is incomplete and doesn&#8217;t fit well with the high end XP arrays.  Slotting 3Par into the storage layer would provide a storage platform well suited to HP Converged  Infrastructure.  It means EVA can be quietly dropped and XP can be retained (in whatever future guise) for high end customers (including mainframe) and if required, gradually dropped.</li>
<li><strong>Cisco</strong> have chosen to partner with EMC rather than acquire storage technology itself.  In fact, looking and both EMC and Cisco, they need each other; EMC have no server platform, Cisco have no storage; it&#8217;s a mutually beneficial arrangement, a bit like <a rel="nofollow" href="http://en.wikipedia.org/wiki/Jack_Sprat"  target="_blank">Jack Sprat</a> and his wife.  At this stage, Cisco could have purchased 3Par and provided and end-to-end solution, but clearly that would be a big step and would require kicking EMC to the kerb, something they obviously don&#8217;t want to do (yet).</li>
<li><strong>Hitachi</strong> have server and storage offerings, however Blade Symphony is mainly sold in domestic Japan and not widely advertised globally.  They do have the potential to provide an end-to-end offering as Hitachi also sell networking equipment.  Key for Hitachi will be credibility in a market they don&#8217;t currently play in.</li>
<li><strong>IBM</strong> should have all the components of a consolidated infrastructure but there doesn&#8217;t appear to be a lot of discussion about their offerings.  They appear to have two strategies &#8211; <a href="http://www-03.ibm.com/systems/dynamicinfrastructure/?cm_re=masthead-_-business-_-di"  target="_blank">Dynamic Infrastructure</a> and <a href="http://www.ibm.com/ibm/cloud/technology/"  target="_blank">Cloud Computing</a> but their offerings aren&#8217;t clear.</li>
<li><strong>Dell</strong> clearly wanted 3Par to fit into their medium to high-end storage offerings.  Today Equallogic has successfully met their SMB requirements, but they OEM technology from EMC (CLARiiON and Symmetrix) for the rest.  Acquiring 3Par would remove that dependency and allow Dell to offer end-to-end technology as their own products.</li>
<li><strong>Netapp</strong> have a self-proclaimed unified architecture that does fit well with virtualisation from VMware.  However they don&#8217;t own any other parts of the technology stack and so must partner to deliver unified offerings.  Netapp are covering all bases by offering solutions with VMware, Microsoft and Citrix, but none of these could be described as the unified stack other vendors have.</li>
<li><strong>Oracle</strong> already provide an integrated infrastructure based around their Exadata acquisitions and of course all of the Sun Microsystems technology, however I&#8217;m not sure many companies would see the Oracle offerings as other than tied directly to their database platform and not for virtualisation.</li>
</ul>
<p>Overall, 3Par fit the requirements of HP &amp; Dell to provide integrated technology offerings.  The move to the cloud will require leaner and efficient storage products, plus tight integration and orchestration.  It&#8217;s all about positioning today for bigger returns tomorrow.</p>
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		<item>
		<title>HP Challenges Dell for 3Par</title>
		<link>http://thestoragearchitect.com/2010/08/23/hp-challenges-dell-for-3par/</link>
		<comments>http://thestoragearchitect.com/2010/08/23/hp-challenges-dell-for-3par/#comments</comments>
		<pubDate>Mon, 23 Aug 2010 11:57:54 +0000</pubDate>
		<dc:creator>Chris M Evans</dc:creator>
				<category><![CDATA[Featured]]></category>
		<category><![CDATA[Storage]]></category>
		<category><![CDATA[Ulitzer]]></category>
		<category><![CDATA[3par]]></category>
		<category><![CDATA[acquisition]]></category>
		<category><![CDATA[dell]]></category>
		<category><![CDATA[EVA]]></category>
		<category><![CDATA[HP]]></category>
		<category><![CDATA[IBRIX]]></category>
		<category><![CDATA[lefthand]]></category>

		<guid isPermaLink="false">http://www.thestoragearchitect.com/?p=1812</guid>
		<description><![CDATA[<p><a href="http://31.222.189.99/wp-content/uploads/2010/08/HP_logo_blue.jpg" ></a>So there we have it.  A week after Dell <a href="http://www.thestoragearchitect.com/2010/08/16/dell-to-acquire-3par/" target="_blank">announce</a> their intention to acquire 3Par, HP put their <a href="http://www.businesswire.com/news/home/20100823005726/en/HP-Proposes-Acquire-3PAR-24-Share-Cash" target="_blank">cards on the table</a> and trump the Dell bid with an updated offer of $24 a share.  This represents a 1/3 increase over the Dell $18/share offer.</p> <p>HP have been pretty [...]<!--Begin ClixTrac.com Rotator Code -->
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			<content:encoded><![CDATA[<p><a href="http://31.222.189.99/wp-content/uploads/2010/08/HP_logo_blue.jpg" ><img class="alignleft size-full wp-image-1815" style="margin: 5px;" title="HP_logo_blue" src="http://31.222.189.99/wp-content/uploads/2010/08/HP_logo_blue.jpg" alt="HP_logo_blue" width="70" height="70" /></a>So there we have it.  A week after Dell <a href="http://www.thestoragearchitect.com/2010/08/16/dell-to-acquire-3par/"  target="_blank">announce</a> their intention to acquire 3Par, HP put their <a href="http://www.businesswire.com/news/home/20100823005726/en/HP-Proposes-Acquire-3PAR-24-Share-Cash"  target="_blank">cards on the table</a> and trump the Dell bid with an updated offer of $24 a share.  This represents a 1/3 increase over the Dell $18/share offer.</p>
<p>HP have been pretty acquisitive in the storage arena over the last few years, acquiring LeftHand, Ibrix and others.  Why now would they want to acquire 3Par?</p>
<ul>
<li><strong>Defensive positioning</strong> &#8211; 3Par being acquired by any of the major vendors could weaken HP&#8217;s position in the mid-to-enterprise market.  EVA is a fading product and unlikely to be the first choice for many organisations when choosing a mid-tier storage array (unless you&#8217;re an out and out HP shop of course).  Maybe HP felt they had to protect their existing mid-market position.</li>
<li><strong>Technology Replacement </strong>- As I just mentioned, the EVA looks long in the tooth.  Should HP replace or upgrade it?  Acquiring 3Par could be the answer to that problem &#8211; use InServ as the EVA replacement.  Goodbye EVA.  Alternatively, 3Par could be a replacement for the XP range of devices that HP OEM from Hitachi.  HDS are being brought closer to the Hitachi family (and making acquisitions of their own) so perhaps this is another defensive move on HP&#8217;s part, in case the Hitachi deal unravels.</li>
</ul>
<p>Whatever the reason, HP &amp; 3Par would create a large overlapping portfolio of similar products.  I&#8217;m not sure where the clear strategy would be, or what the marketing message would say; which product is best for enterprise, mid, SME and so on.</p>
<p>Final thought:  Will Dell rebid at a higher price?  Will anyone else come into the bidding?  Storage is clearly still hot acquisition territory.</p>
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		<title>Dell to Acquire 3Par</title>
		<link>http://thestoragearchitect.com/2010/08/16/dell-to-acquire-3par/</link>
		<comments>http://thestoragearchitect.com/2010/08/16/dell-to-acquire-3par/#comments</comments>
		<pubDate>Mon, 16 Aug 2010 11:29:43 +0000</pubDate>
		<dc:creator>Chris M Evans</dc:creator>
				<category><![CDATA[Featured]]></category>
		<category><![CDATA[Storage]]></category>
		<category><![CDATA[3par]]></category>
		<category><![CDATA[acquire]]></category>
		<category><![CDATA[dell]]></category>
		<category><![CDATA[Marc Farley]]></category>

		<guid isPermaLink="false">http://www.thestoragearchitect.com/?p=1783</guid>
		<description><![CDATA[<p><a href="http://31.222.189.99/wp-content/uploads/2010/08/logo_3par.gif" ></a>There&#8217;s nothing like a bit of surprise (ish) tech news to generate an off the cuff quick post; here&#8217;s today&#8217;s tidbit.  Dell are to acquire 3Par.</p> <p>Clearly the <a href="http://www.storagerap.com/2010/08/i-suppose-it-was-inevitable.html" target="_blank">Farley Curse</a> has struck again and for a mere $1.15 billion Dell plugs another gap in their storage portfolio.</p> <p>Let&#8217;s face it, Equallogic [...]<!--Begin ClixTrac.com Rotator Code -->
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			<content:encoded><![CDATA[<p><a href="http://31.222.189.99/wp-content/uploads/2010/08/logo_3par.gif" ><img class="alignleft size-full wp-image-1785" style="margin: 5px;" title="logo_3par" src="http://31.222.189.99/wp-content/uploads/2010/08/logo_3par.gif" alt="logo_3par" width="165" height="88" /></a>There&#8217;s nothing like a bit of surprise (ish) tech news to generate an off the cuff quick post; here&#8217;s today&#8217;s tidbit.  Dell are to acquire 3Par.</p>
<p>Clearly the <a href="http://www.storagerap.com/2010/08/i-suppose-it-was-inevitable.html"  target="_blank">Farley Curse</a> has struck again and for a mere $1.15 billion Dell plugs another gap in their storage portfolio.</p>
<p>Let&#8217;s face it, Equallogic was good, but not high end enough.  3Par technology can span the medium and large enterprises leaving Equallogic to overlap the SMB market.</p>
<p>I think this could be great deal for both companies; 3Par get validation of their story and of their continued rise in customer base and access to even more customers.  Dell get to plug their higher end storage strategy with a great product and move further away from the EMC dependency.</p>
<p>What else could be coming up? A Dell Unified Computing Strategy based on 3par?  That would be interesting.</p>
<p>As I said, this is a quick post pending more thinking and reading.  In the meantime please give <a href="http://twitter.com/3parfarley" >@3parfarley</a> all the ribbing he&#8217;s requested, before he concedes and changes his twitter handle to @dellfarley&#8230;.</p>
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		<title>Enterprise Computing: Dell Acquire Perot Systems</title>
		<link>http://thestoragearchitect.com/2009/09/21/enterprise-computing-dell-acquire-perot-systems/</link>
		<comments>http://thestoragearchitect.com/2009/09/21/enterprise-computing-dell-acquire-perot-systems/#comments</comments>
		<pubDate>Mon, 21 Sep 2009 14:35:20 +0000</pubDate>
		<dc:creator>Chris M Evans</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[dell]]></category>
		<category><![CDATA[GlassHouse]]></category>
		<category><![CDATA[Perot Systems]]></category>

		<guid isPermaLink="false">http://thestoragearchitect.com/?p=744</guid>
		<description><![CDATA[<p>After a lot of second guessing by people, Dell have finally made that purchase and <a rel="nofollow" href="http://content.dell.com/us/en/corp/d/secure/2009-09-21-Perot-Systems.aspx" >announced</a> today they intend to acquire Perot Systems, which will become the services arm for the company.</p> <p>There&#8217;s no doubt that Dell needed to do something to match the technology and services play offered by IBM and [...]<!--Begin ClixTrac.com Rotator Code -->
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			<content:encoded><![CDATA[<p>After a lot of second guessing by people, Dell have finally made that purchase and <a rel="nofollow" href="http://content.dell.com/us/en/corp/d/secure/2009-09-21-Perot-Systems.aspx" >announced</a> today they intend to acquire Perot Systems, which will become the services arm for the company.</p>
<p>There&#8217;s no doubt that Dell needed to do something to match the technology and services play offered by IBM and HP/EDS.  I suspect many people thought the acquisition could have been <a href="http://www.glasshouse.com/" >GlassHouse</a> but to my mind that would have too narrow a focus on only the storage consulting part of the business.  After all, competing with IBM/HP is about the entire stack from infrastructure to application.</p>
<p>So, the question now is, how does this affect the storage market?  Does this re-ignite discussions about an EMC/Cisco merger?  Possibly not, as EMC&#8217;s position hasn&#8217;t really changed.  I think GlassHouse are the most likely losers in this scenario as Dell now have all the service resources they need.  It will be interesting to see how things pan out.</p>
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		<title>Off The Grid</title>
		<link>http://thestoragearchitect.com/2008/08/19/off-the-grid/</link>
		<comments>http://thestoragearchitect.com/2008/08/19/off-the-grid/#comments</comments>
		<pubDate>Tue, 19 Aug 2008 20:32:00 +0000</pubDate>
		<dc:creator>Chris M Evans</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[barry burke]]></category>
		<category><![CDATA[barry whyte]]></category>
		<category><![CDATA[blogosphere]]></category>
		<category><![CDATA[dell]]></category>
		<category><![CDATA[EMC]]></category>
		<category><![CDATA[HDS]]></category>
		<category><![CDATA[Hu Yoshida]]></category>
		<category><![CDATA[ibm]]></category>
		<category><![CDATA[Marc Farley]]></category>
		<category><![CDATA[Steve Todd]]></category>
		<category><![CDATA[Sun]]></category>
		<category><![CDATA[Tony Pearson]]></category>

		<guid isPermaLink="false">http://thestoragearchitect.wordpress.com/2008/08/19/off-the-grid/</guid>
		<description><![CDATA[<p>I&#8217;ve been on holiday for the last week (sunning myself and the family in Cyprus). I had no Internet access &#8211; not even TV! Although I had no laptop (or Blackberry this time) I did take my iPod Touch, now configured with the mobile version of <a href="http://www.newsgator.com/" >NewsGator</a>. As I&#8217;ve mentioned previously, I have [...]<!--Begin ClixTrac.com Rotator Code -->
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			<content:encoded><![CDATA[<p>I&#8217;ve been on holiday for the last week (sunning myself and the family in Cyprus).  I had no Internet access &#8211; not even TV!  Although I had no laptop (or Blackberry this time) I did take my iPod Touch, now configured with the mobile version of <a href="http://www.newsgator.com/" >NewsGator</a>.  As I&#8217;ve mentioned previously, I have a 100+ RSS feeds (which I&#8217;ll publish once I get around to it) on storage and others.  My backlog was about 2500 entries, so I decided to challenge myself to get up to date and read as much as possible.  Clearly I didn&#8217;t read them all (there were plenty that could be skipped) but I read most and it provides for an interesting cross section&#8230;</p>
<p><strong>EMC</strong> &#8211; blogs are run like a military machine; co-ordinating the news relating to new product releases and mercilessly hammering the competition.  EMC have more storage bloggers than any other storage company and there are some good ones out there &#8211; one of my favourites is <a rel="nofollow" href="http://stevetodd.typepad.com/my_weblog/" >Information Playground</a> by Steve Todd, where he discusses the design of Clariion.</p>
<p><strong>Netapp</strong> &#8211; follows a close second to EMC with lots of bloggers and lots of competitor bashing.  I particularly like Alex McDonald&#8217;s <a href="http://blogs.netapp.com/shadeofblue/" >postings</a>.</p>
<p><strong>IBM</strong> &#8211; doing a great job running the &#8220;<a rel="nofollow" href="http://en.wikipedia.org/wiki/Allo_allo" >resistance</a>&#8220;, fighting back against the <a rel="nofollow" href="http://thestorageanarchist.typepad.com/" >continual onslaught</a> of Barry (A Burke).  Check out <a href="http://www-03.ibm.com/developerworks/blogs/page/storagevirtualization?ca=drs-bl" >Barry (Whyte)</a> and <a href="http://www-03.ibm.com/developerworks/blogs/page/InsideSystemStorage?ca=drs-bl" >Tony Pearson</a>.  I&#8217;d like to see more from IBM though, especially their product developers working on DS arrays and XIV.</p>
<p><strong>HDS</strong> &#8211; <a rel="nofollow" href="http://en.wikipedia.org/wiki/Harry_Enfield%27s_Television_Programme" >A jolly good bloke</a>, but not really a player in the blogosphere.  Only <a href="http://blogs.hds.com/hu" >Hu</a> contributes regularly, but doesn&#8217;t engage in any serious debate.</p>
<p><strong>Sun</strong> &#8211; quite literally on another planet with their storage strategy!</p>
<p><strong>Dell</strong> &#8211; bought some toys, but doesn&#8217;t know how to play with them.  Unfortunately the <a href="http://buildingstorage.com/" >older boy</a> who could help them play with them has left&#8230;</p>
<p>Now there are more companies out there and I don&#8217;t think I have any blog links from Brocade, 3Par, Compellent, Emulex, Qlogic, Pillar and others although I may be wrong (it is getting late).  Any RSS link offerings gladly welcome &#8211; although I might not get around to reading them before my next holiday!
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		<title>Equallogic gets Bought</title>
		<link>http://thestoragearchitect.com/2007/11/06/equallogic-gets-bought/</link>
		<comments>http://thestoragearchitect.com/2007/11/06/equallogic-gets-bought/#comments</comments>
		<pubDate>Tue, 06 Nov 2007 07:00:00 +0000</pubDate>
		<dc:creator>Chris M Evans</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[dell]]></category>
		<category><![CDATA[equallogic]]></category>

		<guid isPermaLink="false">http://thestoragearchitect.wordpress.com/2007/11/06/equallogic-gets-bought/</guid>
		<description><![CDATA[<p>Dell have <a rel="nofollow" href="http://www.dell.com/content/topics/global.aspx/corp/pressoffice/en/2007/2007_11_05_rr_000?c=us&#38;l=en&#38;s=corp" >announced </a>their intention to purchase Equallogic, an iSCSI hardware vendor. </p> <p>The purchase price is $1.4 billion in cash but the deal doesn&#8217;t complete for some time, late 2008 or 2009.</p> <p>Is this an attempt for Dell to move on their storage business? I&#8217;ve never taken them seriously on the [...]<!--Begin ClixTrac.com Rotator Code -->
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			<content:encoded><![CDATA[<p>Dell have <a rel="nofollow" href="http://www.dell.com/content/topics/global.aspx/corp/pressoffice/en/2007/2007_11_05_rr_000?c=us&amp;l=en&amp;s=corp" >announced </a>their intention to purchase Equallogic, an iSCSI hardware vendor. </p>
<p>The purchase price is $1.4 billion in cash but the deal doesn&#8217;t complete for some time, late 2008 or 2009.</p>
<p>Is this an attempt for Dell to move on their storage business?  I&#8217;ve never taken them seriously on the storage front, especially as they sell EMC equipment at an effective loss.  I could never see the point of that, even if it did gain them some market share.</p>
<p>I wonder how many organisations which would have purchased Equallogic will now not bother?
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