Posts by flashguy

Not seeing it

Much as the first commentator noted, I'm not seeing any revenue declines in the graphs. It looks like just pure seasonality. Of course straight line revenue isn't growth, and that admittedly is what the investment types want. But it seems like you're calling for a panic because of a couple of years of steady 6 billion dollar a year revenue and substantial profits. I'm not sure that makes sense.

Regardless, I would be really surprised to see Georgens lead the company into the server biz. I think they're happy to leave that to Cisco. Besides, from everything T.G. has been saying for the past year or so, it seems NetApp is convinced that data center servers are the more likely candidates to go the way of the dinosaur, with compute going to the cloud while control over their data will remain what the Enterprise really wants. At least that's my read on their direction. And who knows? Maybe they're right.

I almost feel bad....

For how silly those IBMers above now look. I take it they were auditioning for a new job with Lenovo.

Not reinventing the wheel.

If this is the future of storage for the biggest data centers, so be it. But a couple of things are worth noting--the first is that the thinking that what works for servers boxes can work for storage boxes is suspect. Switching out your storage boxes at the same rate as your servers is going to cause some massive headaches and overhead costs down the line. And 2nd, a lot of US and UK storage OEMs have already tried this model over the past ten plus years, but failed to deliver the savings customers expected. Too much of the cost was wrapped up in disks, interfaces, fabric, other components, and servicing. If Facebook thinks they going to save much money this way, they are probably dreaming.

Max SSD cache

5 TB per controller array

Funny numbers

FWIW-- these numbers don't track IDC's on system revenue in regards to IBM. If you have access, just go back to a 2010 quarter and do the math yourself. DS revenues were a lot higher back then. Also, I think DS5xxx is EOL; that's probably why nobody is selling it compared to the vSeries. IBM slotted the Engenio replacement into their more HPC oriented DCS line, rather than their GPC vSeries. Either the analyst who produced these charts is lazy, or a paid hack.

NetApp & IBM

Wow, not to kick a down dog, but as was noted last time you went over these numbers, the IDC figures overstate IBM's relative strength vs. NetApp, as it counts IBM's OEM sales of NetApp kit as part of IBM's totals. Given that, the switch between NetApp and IBM here is rather surprising.

Powervault is NetApp, not Dell

"If you break out the PowerVault, Compellent, Equalogic, and DX Object Storage revenues – these are products that are all owned by Dell"

Unless Dell bought NetApp when I wasn't looking, Powervault (Engenio) is not owned by Dell.

Not a UK crime?

From the leaked court documents: "Assange allegedly began having sex with her while she was asleep — the basis of the rape allegation". Is this really not a crime in the U.K.? Is it really not a crime in the U.K. to force yourself on someone condomless, when they have insisted you wear one? Back in the '80s in the US, these issues really came to the fore on many college campuses, with a number of colleges having to institute 'rape awareness' programs to incoming freshman about so-called 'date rape'. This absolutely would be considered rape in the US. Just wondering if there was any similar sort of dialog about this sort of thing in the UK.