IBD UPDATE: Data Storage Stocks Gain On Enterprise Demand

March 31, 2012

A prevailing trend has shown businesses placing data storage higher on their priority list. That’s helping drive results for EMC,NetApp (NTAP), Fusion-io (FIO),Western Digital (WDC) and other makers of hard drives and data storage systems.

Solid-state storage, which uses flash-type memory chips, is used in mobile phones and the iPad. Fusion-io and OCZ Technology (OCZ) make solid-state devices that plug directly into computer servers, speeding up the delivery of Web content. Fusion-io’s two biggest customers are Apple (AAPL) and Facebook (FB).

Read the entire article (click on the logo):

The EMC World 2012 session catalog is here!

March 13, 2012

260 Sessions and only 1 exclusively dedicated to integrating FLASH???

I guess that kinda says it all…

Barclays Believes In Violin Memory

February 20, 2012

Violin Memory – All Flash Memory Arrays Seeing Increased Interest

Violin Memory is a privately held emerging player in storage, offering all SSD Flash storage arrays for primary data. Violin’s storage arrays connect to servers and provide significantly improved performance over traditional HDD/SSD hybrid storage arrays. The company’s solutions are used in environments that require high power and capacity with little to no latency. According to Violin, its SSD arrays can help accelerate the performance of applications in database environments (for reporting and transaction acceleration), Web servers, scientific computing (HPC), and Tier 0 storage. In June of 2010, Violin acquired Gear6, a company focused on Memcaching, a distributed memory caching system for web and cloud environments, which helps increase utilization among server and storage assets. The company has key strategic relationships with Toshiba (a supplier of its NAND Flash) and Juniper, who have each made significant investments in the company over the past several years.

Violin’s go-to-market strategy consists of its direct sales force, key VARs, and co-branded joint-selling agreements with HP (to compete against Exadata) and IBM to deploy IBM’s GPFS file system in clustered, scale-out environments. Violin’s solution is seeing significant interest in databases running Oracle, DB2 and SQL. Violin has previously stated that it expects to exit its current fiscal year (ending in January 2012) with $100mm in trailing revenue, with a go forward run-rate of $40 million-$50 million per quarter. We believe the company is looking to fill out its solution set with feature-rich software and could look to acquire new point products or develop these capabilities internally. Violin’s technology already includes data management tools but the company seems to be looking at adding increased features and functionality over time. We believe that both all-flash memory arrays and flash-based PCIe-based server storage represent the next wave of technologies that are altering the landscape of the storage industry. We believe that customers can find compelling use cases for these solutions and that Violin Memory (as well as companies such as Fusion-io) will continue to gain share within this growing market.

(Copyrighted Material from Barclays Capital Equity Research)

EMC President Pat Gelsinger On the Golden Triangle of Innovation

February 16, 2012

Patrick P. Gelsinger is the President and Chief Operating Officer, EMC Information Infrastructure Products at EMC Corporation. While technology firms and researchers have always sought to push the limits of possibility, industries and nations alike are placing a renewed focus on innovation as they pursue economic recovery in the face of increasing global competition. Styles and strategies of innovation are many but the essential elements are seemingly few. Academia, venture, and industry — the Golden Triangle of Innovation — are central to innovation ecosystems, accelerating the path from invention to successful commercialization. Interactions between these three elements play critical roles in fostering environments in which the tangible and the intangible interact to generate and nurture future innovations. This talk explores the Golden Triangle paradigm and makes a case for increased interaction among the three elements by drawing on examples from EMC and the broader tech industry.


February 15, 2012

Squinting through the Glare of Project Lightning

Wikibon is distinguishing itself in SSD analytics with it’s latest reporting called Squinting through the Glare of Project Lightning.  Here is the a sample and a link:

On February 6 EMC gave the IT industry an early Valentine in the form of VFCache (a.k.a. Project Lightning), the first server-based flash storage card system from a major server or storage vendor. At first glance this might not seem exciting, and the product itself is very immature and at this point obviously intended mainly to freeze the market at least among EMC customers. After all, several startups are already marketing more mature PCIe flash storage systems, and Fusion-io, the pioneer in this area, has a track record of major installations in big data environments that is already more than a year old.

FULL WEBCAST HERE:   http://wikibon.org/w/images/1/1e/Peer_Incite_02-09-12.mp3


DCIG REPOST: Interview with Fusion-io CMO Rick White Part I

February 10, 2012

Terrific update by Jerome Wendt from DCIG featuring Rick White, Fusion-io founder and chief marketing officer.

Link to DCIG or read it here:

By Jerome M. Wendt on February 10, 2012 5:00 AM |
This past Monday EMC created a fair amount of buzz in the storage industry with its VFCache announcement that in essence validates the emergence of server-based flash technology in the enterprise. But does EMC VFCache go far enough? Fusion-io, who arguably invented this space, argues, “Definitely not!” In this first of a multi-part interview series with Fusion-io’s Chief Marketing Officer, Rick White, we talk about server-based flash technology and why it is poised to change enterprise data centers.
(go to DCIG for the full interview  —  see link above)

Geisinger Says EMC Sold 24 Petabytes of Flash in 201: but wait…there’s more!

February 7, 2012

“Fusion-io CEO David Flynn said to me in an interview today that his company sold 50 petabytes of flash last year. He said Fusion-io sold much of that Flash to the enterprise market, EMC’s customer base and scale out Web companies and cloud services.”

Silicon Angle Repost (CLICK HERE)