TechOpsGuys.com Diggin' technology every day

September 26, 2010

Still waiting for Xiotech..

Filed under: Random Thought,Storage — Tags: , , , — Nate @ 2:55 pm

So I was browsing the SPC-1 pages again to see if there was anything new and lo and behold, Xiotech posted some new numbers.

But once again, they appear too timid to release numbers for their 7000 series, or the 9000 series that came out somewhat recently. Instead they prefer to extrapolate performance from their individual boxes and aggregate the results. That doesn’t count of course, performance can be radically different at higher scale.

Why do I mention this? Well nearly a year ago their CEO blogged, in response to one of my posts, and that was one of the first times I made news in The Register (yay! – I really was excited) , and in part the CEO said:

Responding to the Techopsguy blog view that 3PAR’s T800 outperforms an Emprise 7000, the Xiotech writer claims that Xiotech has tested “a large Emprise 7000 configuration” on what seems to be the SPC-1 benchmark; “Those results are not published yet, but we can say with certainty that the results are superior to the array mentioned in the blog (3PAR T800) in several terms: $/IOP, IOPS/disk and IOPS/controller node, amongst others.”

So here we are almost a year later, and more than one SPC-1 result later, and still no sign of Xiotech’s SPC-1 numbers for their higher end units. I’m sorry but I can’t help but feel they are hiding something.

If I were them I would put my customers more at ease by publishing said numbers, and be prepared to justify the results if they don’t match up to Xiotech’s extrapolated numbers from the 5000 series.

Maybe they are worried they might end up like Pillar, who’s CEO was pretty happy with their SPC-1 results. Shortly afterwards the 3PAR F400 launched and absolutely destroyed the Pillar numbers from every angle. You can see more info on these results here.

At the end of the day I don’t care of course, it just was a thought in my head and gave me something to write about 🙂

I just noticed that these past two posts puts me over the top as far as the most number of posts I have done in a month since this TechOpsGuys things started. I’m glad I have my friends Dave, Jake and Tycen generating tons of content too, after all this site was their idea!

September 16, 2010

How High?

Filed under: Random Thought — Tags: , — Nate @ 6:35 pm

I got this little applet on my Ubuntu desktop that tracks a few stocks of companies I am interested in(I don’t invest in anything). And thought it was pretty crazy how close to the offer price the 3PAR stock price got today, I mean as high as 32.98, everyone of course knows the final price will be $33, to think folks are trading the stock with only $0.02 of margin to me is pretty insane.

Looks a fair sight better than the only public company I have ever worked for, surprised they are still around even!

I never bought any options, good thing I guess because from the day I was hired the stock never did anything but go down, I think my options were in the ~$4.50 range (this was 2000-2002)

Just dug this up, I remember being so proud my company is on TV! Not quite as weird as watching the freeinternet.com commercials back when I worked there. A company that spent $7 million a month on bandwidth it didn’t know it had and wasn’t utilizing. Of course by the time they found out it was too late.

My company at the top of the list! I miss Tom Costello, he was a good NASDAQ floor guy. Screen shot is from March 2002. Also crazy that the DOW is only 68 points higher today than it was eight years ago.

September 7, 2010

vSphere VAAI only in the Enterprise

Filed under: Storage,Virtualization — Tags: , , , , — Nate @ 7:04 pm

Beam me up!

Damn those folks at VMware..

Anyways I was browsing around this afternoon looking around at things and while I suppose I shouldn’t be I was surprised to see that the new storage VAAI APIs are only available to people running Enterprise or Enterprise Plus licensing.

I think at least the block level hardware based locking for VMFS should be available to all versions of vSphere, after all VMware is offloading the work to a 3rd party product!

VAAI certainly looks like it offers some really useful capabiltiies, from the documentation on the 3PAR VAAI plugin (which is free) here are the highlights:

  • Hardware Assisted Locking is a new VMware vSphere storage feature designed to significantly reduce impediments to VM reliability and performance by locking storage at the block level instead of the logical unit number (LUN) level, which dramatically reduces SCSI reservation contentions. This new capability enables greater VM scalability without compromising performance or reliability. In addition, with the 3PAR Gen3 ASIC, metadata comparisons are executed in silicon, further improving performance in the largest, most demanding VMware vSphere and desktop virtualization environments.
  • The 3PAR Plug-In for VAAI works with the new VMware vSphere Block Zero feature to offload large, block-level write operations of zeros from virtual servers to the InServ array, boosting efficiency during several common VMware vSphere operations— including provisioning VMs from Templates and allocating new file blocks for thin provisioned virtual disks. Adding further efficiency benefits, the 3PAR Gen3 ASIC with built-in zero-detection capability prevents the bulk zero writes from ever being written to disk, so no actual space is allocated. As a result, with the 3PAR Plug-In for VAAI and the 3PAR Gen3 ASIC, these repetitive write operations now have “zero cost” to valuable server, storage, and network resources—enabling organizations to increase both VM density and performance.
  • The 3PAR Plug-In for VAAI adds support for the new VMware vSphere Full Copy feature to dramatically improve the agility of enterprise and cloud datacenters by enabling rapid VM deployment, expedited cloning, and faster Storage vMotion operations. These administrative tasks are now performed in half the time. The 3PAR plug-in not only leverages the built-in performance and efficiency advantages of the InServ platform, but also frees up critical physical server and network resources. With the use of 3PAR Thin Persistence and the 3PAR Gen3 ASIC to remove duplicated zeroed data, data copies become more efficient as well.

Cool stuff. I’ll tell you what. I really never had all that much interest in storage until I started using 3PAR about 3 and a half years ago. I mean I’ve spread my skills pretty broadly over the past decade, and I only have so much time to do stuff.

About five years ago some co-workers tried to get me excited about NetApp, though for some reason I never could get too excited about their stuff, sure it has tons of features which is nice, though the core architectural limitations of the platform (from a spinning rust perspective at least) I guess is what kept me away from them for the most part. If you really like NetApp, put a V-series in front of a 3PAR and watch it scream. I know of a few 3PAR/NetApp users that are outright refusing to entertain the option of running NetApp storage, they like the NAS, and keep the V-series but the back end doesn’t perform.

On the topic of VMFS locking – I keep seeing folks pimping the NFS route attack the VMFS locking as if there was no locking in NFS with vSphere. I’m sure prior to block level locking the NFS file level locking (assuming it is file level) is more efficient than LUN level. Though to be honest I’ve never encountered issues with SCSI reservations in the past few years I’ve been using VMFS. Probably because of how I use it. I don’t do a lot of activities that trigger reservations short of writing data.

Another graphic which I thought was kind of funny, is the current  Gartner group “magic quadrant”, someone posted a link to it for VMware in a somewhat recent post, myself I don’t rely on Gartner but I did find the lop sidedness of the situation for VMware quite amusing –

I’ve been using VMware since before 1.0, I still have my VMware 1.0.2 CD for Linux. I deployed VMware GSX to production for an e-commerce site in 2004, I’ve been using it for a while, I didn’t start using ESX until 3.0 came out(from what I’ve read about the capabiltiies of previous versions I’m kinda glad I skipped them 🙂 ). It’s got to be the most solid piece of software I’ve ever used, besides Oracle I suppose. I mean I really, honestly can not remember it ever crashing. I’m sure it has, but it’s been so rare that I have no memory of it. It’s not flawless by any means, but it’s solid. And VMware has done a lot to build up my loyalty to them over the past, what is it now eleven years? Like most everyone else at the time, I had no idea that we’d be doing the stuff with virtualization today that we are back then.

I’ve kept my eyes on other hypervisors as they come around, though even now none of the rest look very compelling. About two and a half years ago my new boss at the time was wanting to cut costs, and was trying to pressure me into trying the “free” Xen that came with CentOS at the time. He figured a hypervisor is a hypervisor. Well it’s not. I refused. Eventually I left the company and my two esteemed colleges were forced into trying it after I left(hey Dave and Tycen!) they worked on it for a month before giving up and going back to VMware. What a waste of time..

I remember Tycen at about the same time being pretty excited about Hyper-V. Well at a position he recently held he got to see Hyper-V in all it’s glory, and well he was happy to get out of that position and not having to use Hyper-V anymore.

Though I do think KVM has a chance, I think it’s too early to use it for anything too serious at this point, though I’m sure that’s not stopping tons of people from doing it anyways, just like it didn’t stop me from running production on GSX way back when. But I suspect by the time vSphere 5.0 comes out, which I’m just guessing here will be in the 2012 time frame, KVM as a hypervisor will be solid enough to use in a serious capacity. VMware will of course have a massive edge on management tools and fancy add ons, but not everyone needs all that stuff (me included). I’m perfectly happy with just vSphere and vCenter (be even happier if there was a Linux version of course).

I can’t help but laugh at the grand claims Red Hat is making for KVM scalability though. Sorry I just don’t buy that the Linux kernel itself can reach such heights and be solid & scalable, yet alone a hypervisor running on top of Linux (and before anyone asks, NO ESX does NOT run on Linux).

I love Linux, I use it every day on my servers and my desktops and laptops, have been for more than a decade. Despite all the defectors to the Mac platform I still use Linux 🙂 (I actually honestly tried a MacBook Pro for a couple weeks recently and just couldn’t get it to a usable state).

Just because the system boots with X number of CPUs and X amount of memory doesn’t mean it’s going to be able to effectively scale to use it right. I’m sure Linux will get there some day, but believe it is a ways off.

September 2, 2010

Dell concedes to HP

Filed under: News,Storage — Tags: — Nate @ 8:04 am

It’s over. Dell has said it will not raise it’s offer any more.

Dell Inc. says it will not match Palo Alto-based Hewlett-Packard’s offer to pay $33 per share for 3Par Inc., or about $2.07 billion.

Probably will write more later 🙂 Been a busy morning.

Dell’s last stand

Filed under: News,Storage — Tags: — Nate @ 6:29 am

So apparently the news is official, 3PAR has determined the new $33/share bid is superior. Dell seems to be conceding defeat at this point. Apparently as part of Dell’s recent $32/share increased bid they also negotiated a long term reseller agreement that would somehow continue even if HP ends up buying 3PAR.

From 3PAR –

HP’s revised proposal of $33 per share values 3PAR at approximately $2.4 billion

Although 3PAR previously notified Dell of its intention to terminate its merger agreement with Dell, the merger agreement was not terminated and remains in full force and effect. Following 3PAR’s notice of intent to terminate the merger agreement, and prior to receiving HP’s revised acquisition proposal, 3PAR received a revised acquisition proposal from Dell in which Dell increased its offer price from $27 per share to $32 per share. Dell’s revised acquisition proposal also included an increased termination fee of $92 million payable by 3PAR to Dell as a condition to accepting a “superior proposal,” and a multi-year reseller agreement with Dell, which would by its terms be assumed by an acquirer of, or successor in interest to, 3PAR in the event of a change in control of 3PAR (including the acquisition of 3PAR by HP or another third party), and which contained fixed pricing and other terms that the 3PAR board of directors determined to be unacceptable.

So it sounds given the length of time that elapsed for Dell to get this new deal done and how decisive HP has been, Dell likely won’t come back again, and will instead rely on the reseller agreement to get 3PAR technology on the side. Interesting strategy,

I wonder if HP will try to terminate that, even if it means going to court just to block Dell from capitalizing on their pending investment. I would put money down that they will.

If they don’t I wonder how it will make Dell’s customers feel buying HP product from Dell? I mean with all of the sparkling HP logos plastered all over it.

I also believe Dell is putting the final nails in the coffin with their partnership with EMC with this move. EMC has a lot to lose if both HP and Dell are pitching 3PAR technology to their respective customers.

Just goes to show the value that 3PAR brings to the table.

(edited to strike out references to the reseller agreement since I obviously read too quickly before posting, just shows how excited I am I guess!! (not uncommon!) )

You will respect my authoritah!

Filed under: Storage — Tags: — Nate @ 6:18 am

The Register has an interesting angle on the bidding war for 3PAR from the HP side –

These technology advances should make enhanced sales of 3PAR systems more justifiable, enabling HP to recoup its $2bn investment by increasing InServ sales against EMC, HDS and IBM competition. Donatelli will be able to dangle his 3PAR prize in front of HP’s board and assert his credentials to be the next HP CEO, having demonstrated, he might say, authority, decisiveness, strategic thinking, determination and effectiveness, without over-paying for the 3PAR asset.

HP now offernig $33/share for 3PAR

Filed under: News,Storage — Tags: — Nate @ 6:04 am

Not much details  yet, just notice that HP has upped it’s bid to $33/share for 3PAR a few minutes ago. The front page of the Wall Street Journal has about all I’ve heard from CNBC

Hewlett-Packard has raised its bid for 3PAR to $33 a share; Dell also offered a higher price and negotiated a higher breakup fee

What it seems like is at the last minute Dell finally came through with something around $30/share, sounds like they really struggled to get that one through. HP of course being decisive came back immediately with $33/share.

Here is another article that says the reason why the bidding is so intensive is 3PAR is the only game in town, there is no room for second best –

Looking at the landscape, 3Par is the only real alternative to EMC and Hitachi in terms of high end storage.  EMC has its own ambitions for data center dominance, while HDS is part of a much larger conglomerate.  If you believe you need to own storage and server, both to fulfill the vision above and to avoid partnering with a competitor, than 3Par is the only place to get this type of deep high end storage technology.  Given HP and Dell have a much larger sales channel than 3Par, these guys can immediately double, triple or quadruple sales from 3Par products overnight once it is part of their catalogue.  Both reasons afford the premium we are seeing.

August 30, 2010

Dell vs HP in R&D

Filed under: News — Tags: , , — Nate @ 9:50 am

Came across this link on Data Center Knowledge to Forbes online –

In fiscal 2010 (ended January 31st), Dell spent $617 million for R&D, or 1.2% of sales [..] an R&D budget like that isn’t going to cut it.

[..]Hewlett Packard, the larger company, already has more going on. In the trailing 12 months, it spent $2.849 billion here, or 2.3% of sales.

[..] Assuming both want to stay relevant five years hence, 3Par looks like it will be a bargain for whichever firm wins this bidding war and likely there will be some incredibly long and tense meetings in the conference rooms of the firm that loses.

And another link from Data Center Knowledge to the Boston Globe, which says something I don’t really agree with –

EMC has also partnered with Dell to allow the computer company to resell high-end network storage products made by EMC. But that arrangement would be severely tested if Dell winds up buying 3Par, giving Dell its own high-end storage provider.

For that reason Kerravala said EMC will most likely fare better if HP ends up winning the 3Par bidding war.

“At least that will preserve EMC’s partnership with Dell,’’ he said.

In the short term it will of course preserve the EMC partnership, but the rift has been created by Dell, showing EMC it’s not willing to sit by and just refer sales along to the EMC direct sales team much longer. I’m sure EMC realizes it’s days are numbered as a tight partner with Dell(hence it’s partnership with Cisco UCS which I’m sure didn’t make Dell a happy camper).

I don’t see Dell going to HDS if they lose out on 3PAR, they probably wouldn’t look that hot if they went to HDS’s arms so soon after HP and Sun/Oracle ditched them.

Dell getting cold feet

Filed under: News,Storage — Tags: — Nate @ 7:59 am

3PAR announced today:

3PAR® (NYSE: PAR), the leading global provider of utility storage, today announced its board of directors has determined that the unsolicited proposal by Hewlett-Packard Company to acquire all of 3PAR’s outstanding common stock at $30 per share constitutes a “superior proposal” (as that term is defined in 3PAR’s previously announced merger agreement with Dell). The 3PAR board of directors notified Dell of its intention to terminate the merger agreement with Dell, immediately following the expiration of the three business day period contemplated by, and the satisfaction of the other conditions set forth in, the merger agreement with Dell, in order to enter into the merger agreement with HP on the terms set forth in HP’s acquisition proposal.

CNBC looked at a couple of past storage deals to compare the valuations of them vs the current deal:

  • HP’s latest bid is 8.5 times 3PAR’s current projected revenue, 10 times last year’s revenue
  • Dell paid 10 times revenue for Equallogic back in 2007; valuation now looks smart
  • EMC paid 8 times revenue for Data Domain last year  (too early to tell how it’s working out according to CNBC)

Tick, tock Dell. Throw in the towel go after Compellent or Pillar or maybe even Xiotech.

Looks like 3PAR announced a pretty big deal which has 3cV in it, expecting a lot more in the future!

With this new partnership, Nissho adds a disaster recovery (DR) solution to its enhanced service offerings, which currently include public cloud development and a private cloud environment service based on 3cV. “3cV” is a proven blueprint for the virtual datacenter featuring the combination of 3PAR Utility Storage, HP® BladeSystem c-Class Server Blades, and VMware vSphereâ„¢. This solution is designed to enable improved server efficiency and to enhance service levels in private cloud datacenters. All the cloud service-focused products that Nissho offers, including those based on 3cV, are available at the company’s CloudNagivate Center, Nissho’s private technology verification center where customers can verify the operation and performance of a cloud-based infrastructure built on 3PAR technology.

Dell simply doesn’t have an answer to HP’s c Class blades.

August 27, 2010

CNBC Videos on 3PAR

Filed under: News,Storage — Tags: — Nate @ 12:32 pm

I’ve watched CNBC for a long time, I find it pretty entertaining, even though I don’t invest.

So often these mergers come about usually about industries and companies I have no interest in and can’t really gauge whether the analysts know what they are talking about.

This one is different of course as a user of 3PAR products for the past 3 years or so I know their stuff inside and out. And I’m constantly looking out for other interesting technologies.

Here’s several videos

« Newer Posts — Older Posts »

Powered by WordPress