Michael Dell, end-to-end, PC to the Data Center

Michael Dell gave a keynote at Oracle OpenWorld, and there is blog post summarizing his presentation.

Michael emphasizes they go embrace the PC.

2. We Still Love Hardware: Without mentioning Hewlett-Packard by name, Dell took a few shots at HP’s potential PC division spin-out. Dell said his company has rapidly evolved from PCs to servers to cloud solutions.

“There are many reasons to stay committed to the PC, he said. “There will be two billion PCs in a few years.” Dell estimated that 95 percent of disk drives are in PCs, and five percent are in servers. A company without PCs can’t gain volume pricing advantages for server components, Dell asserted. “The client offers enormous scale,” said Dell. “Give up that scale and you need to raise your prices.”

Data Center is not specifically mentioned, but implied in this statement.

3. Total Picture: “Dell is not a PC company,” he said. “Dell is an end-to-end solutions company, and we understand the endpoint is a huge part of the solution. We are more than just hardware.”

Since it was Oracle's event, there is the Oracle statement.

6. The Dell-Oracle Relationship: JP Sarkis, VP of packaged applications for Dell Services, joined Dell on stage. Sarkis said Dell had been spending 70 percent of its IT budget on maintenance on 30 percent on innovation. More recently, 52 percent of Dell’s IT budget focuses on innovation, with 48 percent focused on maintenance. What drove the shift? Standardized business processes that leverage Oracle on Dell, plus a service oriented architecture (SOA), Sarkis claimed.

Servers are mentioned of course.

7. Dell PowerEdge Servers: Dell said his company is preparing the 12th generation of its PowerEdge servers. Dell asserted that the company will continue to offer the most comprehensive family of x86 servers. Dell said the PowerEdge systems will benefit from the little-watched acquisition of RNA Networks.

The last point that RNA Networks is a little-watched acquisition that I happen to visit 2 years ago and wrote this post.

So why not virtualize memory across multiple servers?

While in Portland I was able to visit with RNAnetworks and discuss their latest announcement.

RNA networks Brings Memory Virtualization Into the Enterprise Data Center

RNA Memory Virtualization Transforms Memory into a Shared, Networked Resource

Portland, Ore. – February 2, 2009 – RNA networks, a leader in memory virtualization software that transforms server memory into a shared network resource, today announced the launch of its Memory Virtualization Platform(MVP) and first product, RNAmessenger, based on the MVP.  Memory Virtualization unleashes high-performance computing from existing commodity hardware by decoupling memory from the processor and server.  Uniquely, the RNA Memory Virtualization Platform is transparent to existing applications and operating systems allowing enterprises to leverage their existing IT assets with no changes. 
“Reliance on fragmented local server memory has been a key roadblock to optimizing performance in data center clusters, but memory virtualization eliminates size limits and slashes access times by providing distributed shared memory for all CPUs in a cluster,” said Eyal Waldman, Chairman, President and CEO, Mellanox Technologies. “By combining RNA Networks' Memory Virtualization with Mellanox Technologies' unrivaled connectivity performance, data center architects can achieve new levels of performance with high efficiency and lower costs.”

The concept is simple.

RNA’s innovative Memory Virtualization Platform works by pooling or aggregating available memory across nodes, and making the memory pool available as a shared network resource available to all servers in the data center.  Servers can access the pool, contribute to it or both.

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Where is the money savings? This is another problem I see with Cisco and VMware’s uber virtual data center solutions.  Where is the money savings?

I asked RNAnetworks CEO Clive Cook how much could be saved with memory Virtualization, and he said in grid computing type of scenarios where there is a high throughput requirement across multiple machines they have numbers below.

Bottom Line Economic Advantages

Performance Improvement 
10-30X

Cost Savings

Fewer Load Balancers 
$44,500

Less Aggregate Memory 
$64,500

Storage Savings 
$163,000

Power Savings 
$39,500

Additional Benefits

  • Efficiency
  • Simplicity
  • Reliability
  • Resource Sharing
  • Low TCO
  • Consolidation

 

Heading to Chicago for DataCenterDynamics, Lee Tech on Tap, and meeting the Chicago Data Center Community

I am about to get ready to leave to the airport to go to Chicago where I'll be attending/working Hall 2 at Data Center Dynamics.  If you want to find me it will be relatively easy because I will be hall chairman of hall 2.

6

OCT

Chicago

Hilton Chicago

 

The Chicago Way: Low Latency, Business Performance, Strategic Outsourcing, and IT Optimization

The growth of technology in the Chicago market is creating specific infrastructure and technology demands. Archaic business models have been replaced by technological advancement, thereby causing an increasing demand for more data center and IT mission critical infrastructure. As a result, some unique trends and obstacles have emerged for the end-user community. Issues previously unique only to major corporations are now shared by all end-users, adapting their IT infrastructure to meet growing business demands, take competitive advantage, and meet compliance.

In the evening I'll be at Lee Tech on Tap's Data Center Social across the street.

If you can make it you can register here.

Lee Tech on Tap October Event

Please join Lee Technologies and Schneider Electric for our first joint Lee Tech on Tap event Thursday, October 6th 2011 at Buddy Guy's Legends Blues Bar in Chicago.  Please RSVP as soon as possible as the venue has limited capacity.

  • When:  Thursday, October 6th, 2011 from 6:30pm-10:30pm
  • Where: Buddy Guy's Legends Blues Bar
  • Who:  Data Center Professionals
  • Why:  To network, trade war stories, and to meet/reconnect with industry peers.

On Friday, I am going to drop by Facility Gateway's new data center space.

tober, 2011 by Yevgeniy Sverdlik

Chicago Media Center

Data center building and management company Facility Gateway has partnered with owner of a data center in downtown Chicago to add more data center floor and to manage the facility in one of the tightest markets in the US in terms of supply of data center space.

As Netflix Streaming declines, Netflix will save money with less AWS instances, but who cares?

Netflix will announce its Q3 results on Oct 24, and it is hard to say the numbers will look pretty.  Let alone what Q4 will look like.

Netflix to Announce Third-Quarter 2011 Financial Results

 

LOS GATOS, Calif., Oct. 4, 2011 /PRNewswire via COMTEX/ -- Netflix, Inc. NFLX -0.45% today announced it will post its third-quarter 2011 financial results and business outlook on its investor relations website at http://ir.netflix.com on Monday, October 24, 2011, at approximately 1:05 p.m. Pacific Time. At that time the company will issue a brief advisory release via newswire containing a link to the third-quarter 2011 financial results and letter to shareholders on its website.

Here is the one year stock performance.

NewImage

One good thing about Netflix using AWS for its streaming instead of data centers is they can scale to demand which usually implies scaling up.  But with Amazon, Apple, and Google all focusing on video it is hard to imagine Netflix's growth will continue at its past pace, and they may decline.  Which means Netflix can just turn off AWS instances and save money.  But, who cares?  Can you image Netflix in a keynote presentation,  we have reduced our streaming content by 15% over the last year and we have saved 15% in our data center costs by turning off 15% of our AWS instances.

My kids use Netflix streaming constantly, but I also have Amazon Prime and have 2 Amazon Kindle Fires on order.  We'll see how the kids like streaming to their Kindle Fire and whether Netflix shows up on the Kindle Fire.  The Amazon Prime users are just about as loyal if not more than the Netflix user base was.

Changing with Fashion, Enterprise -> Mobile, Blogger -> Analyst GigaOm Pro

I attended GigaOm Mobilize to get out of the comfort of the familiarity of the well known audience at a data center conference.  Sitting on Twitter I realized two friends were in the audience watching as well.  One friend who I have known for a while and always enjoy chatting with is Jay Fry.  Jay wrote a blog post on Mobile and Fashion.


Bridging the mobility (and fashion) divide: can enterprise IT think more like the consumer world?

GigaOm’s Mobilize 2011 conference last week seemed to be a tale of two worlds – the enterprise world and the consumer world – and how they can effectively incorporate mobility into their day-to-day business. And in some cases, how they are failing to do that.

I could feel that some of the speakers (like Steve Herrod of VMware and Tom Gillis of Cisco) were approaching some of the mobility issues on the table with their traditional big, complex, enterprise-focused world firmly in view. Of course, that approach also values robustness, reliability, and incremental improvements. It’s what enterprises and their IT departments reward, and rightly so.

But there was another group of speakers at Mobilize, too: those who come at things with the consumer world front and center. Mobility was certainly not optional for these guys. Another telling difference: the first thing on the mind of these folks was user experience. This included the speakers from Pandora, Twitter, and Instagram, among others.

Even fashion was a dead give-away

In what seemed like an incidental observation at first, I’d swear you could tell what side of this enterprise/consumer divide someone would fall on based on how Mobilize speakers and attendees were dressed. The enterprise-trained people in the room (and I have no choice but to begrudgingly put myself in this category) were sporting dress shirts, slacks, and shiny shoes. Those that were instead part of the mobile generation were much more casual, in a simplistically chic sort of way. Jeans, definitely. Plus a comfortable shirt that looked a bit hipper. And most definitely not tucked in.

This latter group talked about getting to the consumer, with very cool ideas and cooler company names, putting a premium on the user experience. Of course, many of these were also still in search of a real, sustainable business model.

 

I got a chance to catch up with Jay and I told him how many of the executive interviews I had were consumer solutions and when I brought enterprise scenarios, the universal response was luke warm.  Mobile = Consumer for start-ups.  There were exceptions, but few.

Changing clothes/fashion can be hard.  I have always been in the camp of not dressing in suits, preferring jeans, casual shoes.  So changing fashion to Mobile is not hard, but what I am changing is adding some new clothes to my role.  Almost all of you know me as a blogger.  4 years ago, I hadn't written a single post.  Most of my career I spent as an engineer thinking.  Thinking of how to solve tough problems in manufacturing, distribution, OS, applications, and enterprise management.  Writing this blog has been fun, and has enabled me to take on a new role. Blogger -> Analyst.  In the post Jay Fry mentions I am a GigaOm contributor.  To be more specific, I am starting a new role as a GigaOm Pro Analyst writing on the data center industry.

In conversations with blogger and newly minted GigaOm contributor Dave O’Hara (@greenm3) and others at the event, I got a feeling that some of the folks immersed in the mobile side of the equation don’t have a good feel for the true extent of what enterprise adoption of a lot of these still-nascent technologies can mean, revenue-wise especially. Nor do they have a good understanding of all the steps required to make it happen in IT big organizations.

I am looking forward to a change of clothes, and hanging out with the GigaOm Pro Analysts to discuss new ideas.  Below is a picture of the GigaOm Pro team dinner.

NewImage

Lee Tech on Tap Oct 6, 2011 Chicago

Steve Manos has started a great data center social event and it has grown.  Luckily I will be in Chicago for DataCenterDynamics and I'll be at the Oct 6, event.

The Chicago area has a great data center community and I am looking forward to reconnect with many people and make new contacts.

If you can make it you can register here.

Lee Tech on Tap October Event

Please join Lee Technologies and Schneider Electric for our first joint Lee Tech on Tap event Thursday, October 6th 2011 at Buddy Guy's Legends Blues Bar in Chicago.  Please RSVP as soon as possible as the venue has limited capacity.

  • When:  Thursday, October 6th, 2011 from 6:30pm-10:30pm
  • Where: Buddy Guy's Legends Blues Bar
  • Who:  Data Center Professionals
  • Why:  To network, trade war stories, and to meet/reconnect with industry peers.

We look forward to seeing you there!  If you have any questions, please contact Steve Manos (smanos@leetechnologies.com)