FIO and OCZ got hammered last week…

July 15, 2012

OCZ got hammered after the earnings call so I went ahead added a boatload…earnings for FIO in 30 days.  One analyst predicts $95m for the quarter with increased margins above 54%*.  That equates to FY12 of $347.7m in revenue.  I believe the FY12 number will be closer to $400m and the margin will be slightly less — here is the YTD chart for FIO compared to OCZ.

FIO/OCZ YTD CHART

One expert I spoke with said the FIO/Princeton announcement about seamless memory w/ HSM applied is more marketing spin than technology innovation.  But my feeling is the horse is out of the barn on this announcement which was lead by Princeton University.  Net Net:  Rick White still owns the flash mindspace — no one even comes close.

In other not random news:

  • A buddy of mine is now at CORAID — he’s one of the most senior and respected pre-sales engineers in the storage space and his Rolodex is without peer.  Carl Wright is making waves over there.
  • Google just picked up some really ugly space on the western side of 101 and Informedika, my firm, got kicked out of our month-to-month lease recently — we were in the no-man’s-land east of 101 in that little corner tucked in between Moffett and NetApp.
  • Traffic on both the 101 & 280 are misery this summer.
  • Some friends  just paid $1000 sq/ft for a condo in SOMA on the east side of 3rd street.

Conclusion:  Silicon Valley (and the Bay Area in general)  Is Back

*Courtesy of Andrew Nowinski.  Copyright 2012 Piper Jaffray. All rights reserved.


FIO INSIDE BASEBALL: News from Szolt Kerekes (StorageSearch)

January 25, 2012

My view about Fusion-io’s rolling losses is that part of this is due to the continuing investment (in technology, sales and marketing) which any similar company has to make in a fast changing. fast growing tech market – but another factor in its profit equation may the high proportion of its business which goes to a small number of big customers. It’s just a fact of life that when storage companies sell to server oems and super users they have to sell at a lower price than if they’re selling to other types of customers – because there are competiutors out there who will also buy this business opportunity. But even in the dearth / absence of profit in such deals- the high sales volumes which result – speed up positive outcomes in other factors which can be healthy for future business development.

It is to be hoped that at some point in the future – as the innovation curve flattens – and the technology creator’s brand strengthens and the product becomes a sticky standard supported by compatible 3rd party partners – the margins in the product itself and in the channel mix may change for the better. (Licensing dealstoo are another possibility for extracting more profit from high volume oem customers.) There are no guarantees in any competive market but that’s my way of trying to make long term sense of what’s going on in some hot spots in the SSD market today.

(full article here:  http://www.storagesearch.com/ssd.html)


Cloud Integration in 2011: Queplix Drives SaaS, On-Premise Integration with Data Virtualization

October 18, 2011

Queplix Corp. is bringing its QueCloud data virtualization, integration and management technologies to the Salesforce.com AppExchange. QueCloud will let Salesforce.com users quickly and securely integrate with other leading SaaS and on-premise applications from SAP, Oracle and NetSuite.

by Vance McCarthy

 

vdm_queplixQueplix Corp. is bringing its QueCloud data virtualization, integration and management technologies to the Salesforce.com AppExchange. QueCloud will let Salesforce.com users quickly and securely integrate with other leading SaaS and on-premise applications from SAP, Oracle and NetSuite.

Queplix’s QueCloud uses data virtualization and metadata to simplify integration so users can simply select the data they want to integrate, share or align with Salesforce.

The company’s data virtualization and data management approach is designed to avoid costly and complicated ETL (extract, transform and load), and simplify data sharing and integration across multiple applications by eliminating programming, wire diagrams or even SQL.

“A lot of middleware and integration technologies remain glorified ETL tools to cope with a growing number of endpoints and connectors,” Queplix’s CTO, Steve Yaskin, told IDN. “On the whole, many [integration] solution providers are still largely just laying pipe or using ETL, stored procedures or working with SQL commands.”

After integration, Queplix’s QueCloud operations and automation will maintain data harmonization across the different applications, without the need for programming or manual data diagrams typically associated with traditional ETL technology.

Yaskin is a veteran of many point-to-point and ETL-based integration architectures, having worked for leading system integrators such as Accenture and Cap Gemini prior to joining Queplix as CTO.

Queplix created QueCloud with the premise that long-standing ETL technologies are about to hit a breaking point, driven by a skyrocketing growth of web-based and cloud-based SaaS and data sources, Yaskin told IDN.

“Companies are now, or soon will be, where the number of [integration] connectors is just becoming unmanageable. So, laying pipe with ETL just won’t scale to meet these newer architectures,” Yaskin said.

Queplix and QueCloud avoid laying pipe altogether by using data virtualization and metadata technologies. “Our simple idea is if we had more data about the data we need, we’d be able to make integration simpler because we would have accumulated more knowledge about how to get just the data we need to the right applications and end points,” Yaskin added.

“With our persistent metadata server as the central location we can reach out to multiple sources [and targets] without pipes.”

Steve Yaskin
CTO
Queplix Corp.

Queplix differs from ETL approaches in that it uses a persistent metadata server to provide end point and data integration in a hub and spoke architecture. “With our persistent metadata server as the central location [for data integration] we can reach out to multiple sources [and targets] without pipes,” Yaskin said.

Queplix does not move data nor create data marts – rather it “interrogates” enterprise data leaving it right where it resides. To do this, the company uses a series of intelligent application software blades that identify and extract key data and associated security information from many key enterprise apps. The blades contain software that “crawls” all data sources to identify the metadata and other information about the data.

“We extract metadata from the [data] and then build a metadata catalogue that describes all those objects into an object model, not a relational model,” Yaskin said.

From that, Queplix constructs a centralized virtual store (or what Queplix calls “a virtual catalogue”), in which all the data (and associated information) can be stored as objects. “This means a wide range of information can be presented as an object – data, tables, XML, SOAP, whatever – everything becomes an object in a virtual or metadata catalogue location.”

At runtime, the data virtualization-driven integration is accomplished via the Queplix Engine.  Once integrated, Queplix also has offerings to keep data consistent between applications with its data harmonization automated data synchronization process.

So, for example, Queplix can connect to Oracle DBMS with 5,000-10,000 tables and what comes out is a set of business objects, represented by metadata, Yaskin explained. “We have an abstraction layer, which creates the virtual catalogue. This lets you integrate or transform just the data you want and put it where you want it – without the need to move any data over pipes,” he added.  “So, when you want information about your customer, we have an object called ‘customer’ that you can share with other on-premise or cloud applications, or even use to make sure all fields in different applications are consistent.”

Queplix can work with relational, object and other structured data, as well as unstructured or semi-structured data, extract metadata and create XML structures and virtual mappings, he added. Within Queplix, this virtual mapping achieves integration by merging the metadata objects, which eliminates the need for manual data mapping tasks, especially for mapping fields, which can be required of many MDM projects.

“Queplix does not require data owners to make any changes to the way they handle data because our blades contain all the required metadata they need to interrogate their data sources and extract the metadata we need,” Yaskin said.

As a result of Queplix’s approach to data virtualization, metadata capture and automation, companies can reduce the lifecycle total cost of ownership for such data integration and management by up to 75%, compared with ETL tools, he added.

“Apps like these continue to push the social, open, mobile and trusted capabilities customers expect from the salesforce.com ecosystem,” said Ron Huddleston, Salesforce vice president for ISV Alliances, in a statement.

http://www.idevnews.com/stories/4882/Cloud-Integration-in-2011-Queplix-Drives-SaaS-On-Premise-Integration-with-Data-Virtualization


Get to know Pinaki Mukerji: Queplix EVP & Chief Product Officer

September 25, 2011

Pinaki Mukerji
Queplix EVP & Chief Product Officer

Pinaki Mukerji has more than 20 years experience in the software industry and delivered many market leading products. He joined Informatica in 1995, at a very early stage of the company. Over the past 15 years, Pinaki played a pivotal role in growing Informatica from $0 MM in revenue in 1995 to $650MM revenue at the end of 2010. Over the years, Pinaki built a highly talented engineering team spanning multiple geography and grew the product portfolio. Pinaki is responsible for the Informatica Platform Technology and the Data integration product.

As Chief Product Officer at Queplix, he is responsible for managing our engineering team and guiding the company’s technology development. Mukerji joins Queplix from his most recent position as Senior Vice President, Platform Technology R&D at Informatica®, Inc. (INFA). While at Informatica® Mukerji was one of the key driving forces behind many of their key product initiatives.

“Pinaki did a brilliant job at Informatica® and I expect he will do even more at Queplix,” said Mark Cashman, chief executive officer for Queplix. “There is no executive with more relevant experience than Pinaki. Our platform delivers an open, business user ready, enterprise platform for data integration and data management. Pinaki pioneered many early data integration successes with Informatica® and he is supremely qualified to lead our product vision forward.”

“The Queplix platform for cloud and on-premise is an industry first.  Business users are now empowered to bring projects from concept to deliverable without IT programmers,” said Mukerji.  “Advanced data virtualization is the future.  It is a game changing technology for the data integration world.  It reduces cost and risk and enables performance more than any other technology or architecture.  I am extremely pleased and excited to join the company at such a critical time in the company’s evolution.”



QUEPLIX ANNOUNCES PINAKI MUKERJI JOINS QUEPLIX AS EVP AND CHIEF PRODUCT OFFICER

September 13, 2011

Company Moves to Expand Executive Team With
Recognized Data Integration Leader

SUNNYVALE, Calif., September 13, 2011 – Queplix™ Corp., a leader in data integration and data management, today announced that the company has named Pinaki Mukerji as the new executive vice president and chief product officer.  Pinaki Mukerji, a Silicon Valley veteran, brings many years of research, development and engineering experience to the Sunnyvale-based company.

As Chief Product Officer, Mukerji will be responsible for managing the Queplix engineering team and guiding the company’s technology development.  Mukerji joins Queplix from his most recent position as Senior Vice President, Platform Technology R&D at Informatica®, Inc. (INFA).  While at Informatica® Mukerji was one of the key driving forces behind many of their key product initiatives.

“Pinaki did a brilliant job at Informatica® and I expect he will do even more at Queplix,” said Mark Cashman, chief executive officer for Queplix. “There is no executive with more relevant experience than Pinaki.  Our platform delivers an open, business user ready, enterprise platform for data integration and data management.  Pinaki pioneered many early data integration successes with Informatica® and he is supremely qualified to lead our product vision forward.”

“The Queplix platform for cloud and on-premise is an industry first.  Business users are now empowered to bring projects from concept to deliverable without IT programmers,” said Mukerji.  “Advanced data virtualization is the future.  It is a game changing technology for the data integration world.  It reduces cost and risk and enables performance more than any other technology or architecture.  I am extremely pleased and excited to join the company at such a critical time in the company’s evolution.”

Tweet This: @Queplix Hires Pinaki Mukerji as EVP and Chief Product Officer

Follow Queplix on Twitter at: http://www.twitter.com/QueplixCorp

Resource library: For more information about data integration and management, visit Queplix Resource Library.

About Queplix Corp.

Queplix™ is a leader in data integration and data management. Our products enable customers to securely integrate, deploy and manage cloud and on-premise applications and data with speed, simplicity and automation. Uniquely, no programming or SQL is required. Our data virtualization and powerful data management automatically harmonize the data between applications. Our customers benefit from greater cost savings, a rapid return on investment and the strategic benefits of true data mobility. Queplix has thousands of users around the world, serving customers such as The Home Depot, Homesite and Sony Ericsson. Please visit http://www.queplix.com for more information.

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Queplix, Virtual Master Data Management, and the Queplix logo are trademarks of Queplix Corp. All other brands, products, or service names are or may be trademarks or service marks of their respective owners.


Queplix @ DreamForce This Week: Booth 43

August 29, 2011

Queplix™ is a leader in data integration and data management. QueCloud enables customers to securely integrate Salesforce.com with other cloud and on-premise applications with speed, simplicity and automation. Uniquely, no programming or SQL is required.

  • Integrate Salesforce with any other application, data, or ERP software
  • Use QueCloud to integrate in the cloud or Virtual Data Manager for on-premise integration
  • Turn key delivery, all Professional Services for integration and data quality can be included

Queplix® is a data integration and data management company.

Our advanced data virtualization technology enables companies to securely integrate, deploy and manage cloud and on-premise legacy applications and data with speed, simplicity and automation. We integrate data between systems as diverse as SAP®, PeopleSoft®, Salesforce®, NetSuite®, Facebook®, Cassandra® and more and support the deployment of business intelligence, data warehousing and virtual master data management. We do all of this without requiring the use of any SQL. Relational, object, XML, NoSQL data sources – it doesn’t matter. Do it all without SQL.

Short term we’ll substantially reduce your data integration expense, reduce risk and speed project implementation. In the long term, you have gathered the strategic benefits of true data mobility. You have unlocked your data from proprietary applications and enabled your organization to deploy new applications faster and better than your competitors.

Please go to our website for pricing and instant access to case study video on salesforce inplementations.

http://www.queplix.com