On Dec. 13, Dell announced it has “entered into a definitive agreement for Dell to acquire Compellent … ” Dell also said it expects the transaction to be accretive to Dell non-GAAP earnings in its fiscal year 2012. There is no doubt that I, along with others in the industry, have blogged and written quite a bit on this topic over recent days. There has been no bidding war, no firing of shots across the bow from one vendor to another, and no soaring stock price in this quickly executed company acquisition. In my opinion, Compellent as a brand gets a big boost now, and Dell has bolstered its storage line up. So what’s next for the Compellent brand as it integrates within Dell, and is Dell finished with storage vendor acquisitions?
On Dec. 9, Compellent and Dell announced that they “are engaged in advanced discussions regarding a possible business combination involving the two companies.” I blogged about Compellent here on Oct. 8 and one day before the joint Compellent-Dell announcement. Some voices in the industry, not associated with Network Computing, have raised thinly veiled arguments that question the sense, and value, of an acquisition of Compellent by Dell. In my opinion, Compellent will be a strong addition to both the Dell Virtual Information System (VIS) architecture and Data Center Solutions (DCS) capabilities. Should it come to fruition, this potential acquisition is a win-win-win for customers, Compellent and Dell.
On Nov. 22, Compellent announced the newest release of StorageCenter version 5.4, new Live Volume software, new Enterprise Manager multisite tool capabilities, and next-generation hardware that is faster, stores more data and connects to FCoE and 10GbE iSCSI. Back in October, I wrote that Compellent was rising to the enterprise challenge. With this announcement, it’s clear to me that Compellent is taking on the enterprise challenge and may be swinging the acquisition pendulum in their direction.
Today’s storage industry news is certainly exciting; EMC Corporation (NYSE: EMC) has announced that it has signed a definitive agreement to acquire Isilon Systems, Inc. (Nasdaq: ISLN)
Coming on the heels of HP’s acquisition of 3Par, two broad themes are clear:
1) Storage is, indeed, “sexy” again. This is not surprising, in an environment where unstructured data is growing by 60% or more each year and 50% of all applications are expected to be virtualized in the next 3 years.
2) In particular, the scale-out approach to storage is gaining momentum. 3Par, of course, is known for its innovations in thin provisioning and scale-out SAN. Isilon virtually defined the market for scale-out NAS.
Today Nirvanix announced that it has secured additional funding of $10 million dollars and has appointed Scott Genereux as President, and Chief Executive Officer. These developments are designed to fortify the company’s competitive position and expand the market penetration of its Storage Delivery Network (SDN) on a massive global scale. Genereux’s successful track record of building business value propositions around storage solutions bodes well for Nirvanix as the company starts to penetrate new markets and attempts to take market share from traditional storage vendors and other cloud storage providers.
Open source storage innovator completes new funding round as the demand for cloud and virtual machine storage increases
MILPITAS, Calif. – November 9, 2010 – Gluster, the leading provider of open source scale-out storage solutions, today announced it has closed an $8.5 million Series B round of funding led by Index Ventures with participation from the previous investor, Nexus Venture Partners. Gluster has been experiencing dramatic growth worldwide in sales, partnerships, and community adoption, driven by the move to cloud based architectures, the explosion in unstructured data, and the increasing virtualization of the data center. With this new investment round, Gluster will expand its sales, marketing and support teams and allocate additional resources to partner development.
Today NetApp announced new high-end and mid-range storage systems, support for 2.5 inch disk drives and Solid State Disks (SSD), Data ONTAP 8.0.1, unified connectivity for FCoE, CIFS, NFS, and iSCSI, along with the OnCommand Management Suite, and FlexPod for VMware which is a pre-sized and validated data center infrastructure solution. NetApp is clearly targeting the burgeoning Virtual Machine opportunity and is building the path to a future-ready infrastructure. In my opinion, today’s announcement by NetApp represents the big bet that the company can provide storage, software, and connectivity technology that provides the infrastructure foundation for shared storage in both virtual and physical server environments.
Back on September 29th, Dell announced new capabilities and services to its Virtual Integrated System (VIS) architecture. A few days before VMworld I met with senior Dell representatives in San Francisco where they explained VIS and how well the overall architecture and combined Dell services have enabled their customers to heavily leverage virtual technologies. Dell customer Black Board attended this meeting providing testimonial on the implementation of the VIS architecture and that they are accelerating their ability to meet SLA’s and deliver compute capabilities that are enhancing their business growth. My last blog on Dell asked What Will Dell Do Now? in consideration of HP winning the bidding war for 3PAR. Now we know what Dell will do as they begin soaring ahead into the virtual era with VIS.
Industry experts to outline challenges unique to service provider market and other firms looking to grow service offerings for managing storage within a cloud
MILPITAS, Calif. – October 28, 2010 – Gluster, the leading provider of open source storage solutions, will sponsor a webinar outlining how service providers can increase service offerings and add new revenue streams by adopting cloud computing. Gluster will be joined by industry experts Terri McClure, senior analyst with the Enterprise Strategy Group, and Reuven Cohen, founder and CTO of Enomaly, for the live webcast, “Service Providers Deploying Open Source Scale-Out Storage,” taking place on Wednesday, November 3 from 2:00 pm to 3:00 pm EDT. Attendees can find more details and register [intlink id=”940″ type=”post”]here[/intlink].
Wednesday, November 3, 2010 11:00 AM – 12:00 PM PDT
Businesses, governments, non-profit organizations and individual consumers are facing growing challenges in storing, managing, protecting and mining the explosion of data being generated in an increasingly digital world. Consider these trends:
- Unstructured data is growing 60% year-over-year
- Virtualization is affecting the entire datacenter and standardization is key in building a virtualized infrastructure
- Enterprises are turning to service providers who offer enterprise class IT more cost-efficiently and with better service levels
Provider of innovative open source storage platform unveils new elastic scaling capabilities for virtual storage in cloud and on-premise environments
MILPITAS, Calif. – October 12, 2010 – Gluster, the leading provider of open source storage solutions, today announced the general availability of Gluster Storage Platform 3.1, with new capabilities to enable improved elastic volume management and automation. The new release is suited for the needs of dynamic cloud and data environments, allowing data to elastically grow, shrink or migrate across the physical machines in a cluster without any downtime or service interruptions. Storage volume configuration changes can be made on-the-fly for real time response to changing workload or performance tuning. Gluster Storage Platform 3.1 is available under the GNU Affero General Public License.
As you have likely seen, we announced the general availability of version 3.1 of the product today. I won’t repeat the information that is posted elsewhere on the site, but I do want to touch on a couple of things.
The new capabilities we have introduced are broadly applicable, but the needs of service providers and other cloud storage offerings were a significant factor in our development priorities. I’m guessing nobody is very surprised by that fact, as cloud computing is an industry trend that isn’t going away. Cloud environments do have unique requirements, but they also share universal characteristics such as the need to automate on a large scale and dynamically adapt to changing conditions. The Elastic Volume Manager and Gluster Console Manager in v3.1 are a reflection of this.