Driving in circles in the storage industry

2016 has started out being pretty unkind to the storage industry.  There may be some deep-seeded reasons for it.

We’ve been talking about layoff scenario on the In Tech We Trust podcast for several weeks.

The following links are to articles and blog posts about Winter 2016 job cuts in the storage industry:

http://blogs.barrons.com/techtraderdaily/2016/01/22/emc-vmware-ibm-etc-here-come-333000-layoffs-in-tech-opines-global-equities/

http://www.forbes.com/sites/petercohan/2016/02/10/silicon-valleys-arctic-chill-freezes-startups-in-100-billion-data-storage-industry/

http://www.theregister.co.uk/2016/02/10/coho_data_staff_layoffs/

http://www.theregister.co.uk/2016/02/04/oil_price_nixed_panasas/

http://www.theregister.co.uk/2016/02/06/atlantis_trims_headcount/

http://www.theregister.co.uk/2016/02/04/tegile_trims_headcount/

http://www.theregister.co.uk/2016/02/08/datagravity_falls_to_earth/

http://www.theregister.co.uk/2016/02/09/actifio_deactivates_staff/

 

 

Fun Times in LinuxLand at SCaLE14x: Food, Drinks, Deadpool T-shirts & More!

linuxlandThe SCaLE14x conference begins tomorrow in Pasadena. Seeing as how I’ve been a Windows user all my life, there is a lot going on there that I don’t know anything about. I guess that’s what they call a learning opportunity.

But I do know a little bit about fun (although I am a Windows user) and one thing going on near the conference is happening Saturday night, January 23rd at the Kings Row Gastropub.  Starting at 7PM and ending sometime later, Datera (the company I work for) is hosting the worlds first #LIOBeers . LIO refers to Linux IO, especially Linux SCSI IO.  The beers part of LIOBeers is self-evident.  You don’t have to drink beer if you don’t want to, its just a name.

One of Datera’s founders, Nick Bellinger, who did a lot of work on and maintains LIO will be there. You can ask him anything about LIO or take the conversation elsewhere with Nick. He’s a lot of fun to hang with.  In addition, Mike Perez, who works for the OpenStack Foundation herding cats (Cross Project Development Coordinator) and was a Cinder Project Technical Lead will also be there. He also knows a lot about cats – the animals, which you know already if you follow him on twitter @Thingee.

0120161639_HDRAnd there’s more!! We will give away 10 Deadpool t-shirts to the first 10 peeps that show up!  I am modeling one of them in the photo on the right, where the shirt is obviously transferring super powers of some sort to me. (disclaimer: the powers you get from these shirts may or may not be super. Datera takes no responsibility for the effects transmitted.)

If you want to know about IO Linux and OpenStack IO, The Kings Row Pub will be the place to be Saturday. You don’t need to attend SCaLE14x to attend our event at The Kings Row. Datera is buying, burning some of our investor’s money. See you there.

The SWCSA uses the Force to predict Netapp and Solidfire winners and losers

The Netapp/Solidfire deal has been in the news, but the SWCSA wanted to look into it using the metaphysical tools at its disposal – The Force:

Congratulations to Netapp for finally getting the EMC disruptor monkey off it’s back – thanks to Dell.

Three things I hate about Dell acquiring EMC

Dell’s planned acquisition of EMC pushes the limits of sanity. In response, I also pushed the limits of sanity with this steering wheel cam video made with a selfie stick pointed at me through the windshield while I was driving.  As you can see, the external camera recording didn’t turn out very well – just as I expect Dell/EMC to not turn out very well.

The video examines the horrors of EMC’s marketing budget being slashed, NTAP rising to be #1 in independent storage companies and the enormous waste of resources while everybody tried to figure out what a tracking stock is.

Is Pure’s IPO bottle half empty or half full?

Pure Storage (PSTG) is having it’s IPO today and by most reports I’ve read, it’s been a little disappointing.

There are a couple of interesting things about this. First, Pure’s IPO has been touted as a test for “unicorn” startups – companies with unusually high levels of venture investments – and the market’s response has been “show me the path to profitability”. This will have an impact on the rest of the unicorns out there, like Uber, but probably not much impact on the more-practical storage industry.

Second, the question about Pure’s technology being a feature or a product may also have had an impact.  Flash technology is quickly overtaking the enterprise storage business and many customers – large and small – are demanding it from their vendors. It’s no surprise that everybody in the infrastructure storage business now has flash-based solutions. Savvy investors who understand the infrastructure business may have been slightly unnerved by the number of competitors Pure has helped create by their early success.

But that doesn’t mean that all these solutions are equivalent, or even competitive. An analogy I like to use is the automobile industry – there have been many different kinds of cars for many different drivers and uses. There is a lot of room in the market to find the right architecture and feature set for different types of customers. Pure and Tegile, the company I work for (and the rest of the enterprise storage industry for that matter) are competing hard for every deal. The thing is, there are going to be lots of deals as customers turn over their disk storage for flash storage.  A lot of change will come to the storage industry as a result.

wrecking ballPure may be having a lackluster IPO, but they were the wrecking ball that leveled the playing field in the storage industry – and for that – all the flash storage startups are grateful.  I wouldn’t say it’s a half-empty bottle for Pure today, but it’s certainly not half-full either. For Tegile, it’s full speed ahead, into the great expanding flash storage market.

VMworld 2015 Back2theFuture Steering Wheel Cam!


This was a pretty crazy ride. There were several cars on the show floor at VMworld 2015, including the Audi A7 in our booth at Tegile and the Delorean Back to the Future mobile in Rubrik’s booth. Curtis and I visited several of them and took a spin in the Time Machine. OMG!