Emulex Blog: Market Mantras

10GbE – A Customer Perspective

Posted May 6th, 2010 by Shaun Walsh

You have heard many people at Emulex and most other vendors who sell 10Gb/s Ethernet (10GbE) gear talk about the move to 10GbE. However, we wanted to take this opportunity to share some input from the customer community. We commissioned IT Brand Pulse to reach out to their database of Ethernet customers and ask them why they are moving or considering moving to 10GbE as they make their plans for 2010 and beyond. I don’t think the results will be a big surprise to most, but sometimes a little confirmation is a good thing.

First, let’s look at some market data. According to a February 2010 report from the Dell’Oro Group, the 10GbE server adapter market will grow from $180 million to $775 million by 2013. As we know, when you solve one bottleneck in the IT world, it simply moves somewhere else in the data center. In the never-ending game of leapfrog between CPU speeds and I/O, the CPU guys have just made a big move. There are four primary driving forces of the transition to 10GbE. Continue reading…

It is not Rip-and-Replace…when you have Pay-As-You-Go

Posted April 29th, 2010 by Shaun Walsh

One of the arguments that detractors of network convergence like to use is that network convergence will require IT shops to rip and replace equipment. The odd thing is this argument even comes from some vendors selling network convergence gear, but we will save that topic for a future blog. As I said in my last blog, IT shops are not going to rip-and-replace, they will add and extend when it comes to network convergence. As we all know IT shops tend to run their product lifecycles on 3-4 year amortization schedules and then move on to the next-generation of servers, CPUs, storage and networking. The move to network convergence and 10Gb/s Ethernet (10GbE) will not be any different, so the argument about rip-and-replace is not relevant. Continue reading…

The I/O Choice of 2010

Posted April 16th, 2010 by Shaun Walsh

As many of you know, Emulex is a strong proponent of network convergence. However, we recognize that the move to network convergence is going to be about what you put in next…not rip and replace. I have seen some dialogue online in the blog-o-sphere, twitter-verse and the vendor FUD-o-rama about how network convergence will require rip and replace: “if it works don’t fix it, “you don’t need convergence,” and the FUD goes on. Emulex does not believe IT managers are going to rip and replace to add 10Gb Ethernet (10GbE) or network convergence to the data center. We do think that IT managers are at a crossroads. We see three major choices for them in 2010: Continue reading…

10GbE and iSCSI in the Enterprise

Posted April 9th, 2010 by Shaun Walsh

This week, we announced two new design wins with EMC, one for Fibre Channel over Ethernet (FCoE) and one for 10Gb iSCSI. We are thrilled with the EMC endorsement of our OneConnect FCoE technology, but perhaps the most interesting part of this announcement is that it’s our first design win for 10Gb iSCSI. Enterprise Strategy Group (ESG) recently published a report on the growing adoption of iSCSI in the market and why it is appealing to IT managers (Mark Peters, Bill Lundell and John McKnight, “iSCSI SAN Adoption Update,” January 2010). The biggest surprise in this report might be the adoption level in larger enterprises (over 20,000 employees): 37% of enterprise IT mangers said they currently use iSCSI, and another 24% are planning to use iSCSI in the next year. This iSCSI usage level is between 11% and 13% higher than that of smaller organizations.

Traditionally, many people in our industry have positioned iSCSI as a small/medium business (SMB) play. However, as the market moves toward 10Gb Ethernet (10GbE) on the latest Intel Nehalem EX servers, server virtualization will continue to drive I/O aggregation demands and network consolidation based on iSCSI or FCoE. To date, EMC, NetApp and Dell have all announced 10Gb iSCSI support. In the ESG survey, consolidation, cost and supporting server virtualization implementations top the list of reasons why enterprises lead deployment of this class of storage. Continue reading…

Being Nominated Is Nice…Winning Is Better

Posted March 8th, 2010 by Shaun Walsh

After last night’s star-studded Academy Awards, the time had to come for the nominated to be modest and say that being nominated is an honor in itself, which it is, but let’s face it, winning is better. Like many of last night’s stars, we sat in the audience at the Network Computing awards dinner trying to be cool, but we wanted to win, and we are glad to say that Emulex’s OneConnect Universal Converged Network Adapter (UCNA) was named the Network Computing “Product of the Year” for 2010. We first would like to thank the people who voted for the OneConnect product. We really think this shows how the message of network convergence has reached and resonated with the IT world. As we have stated many times, the road to network convergence will be a long one with many stages of deployment over the next three to five years. However, the industry, vendors, OEMs and entire ecosystems have to line up behind a technology before it can reach a point of deployment and trust.

This past week, Emulex also announced new design wins with HP (click here) and IBM (click here). These design wins are at the core of the strategic movement by OEMs to 10Gb Ethernet (10GbE) for network convergence. IBM’s Virtual Fabric, HP FlexFabric and Cisco’s UCS are driving next-generation computing fabrics and are all based on 10GbE for IP, iSCSI and Fibre Channel over Ethernet. This award is another proof point that Emulex is leading the convergence market and that the OEMs are moving the world toward 10GbE-based network convergence.

When Duplessie Speaks, Vendors Listen…and Sometimes Cringe

Posted March 4th, 2010 by Shaun Walsh

Emulex recently held its sales kick-off and asked Steve Duplessie to regale us with his thoughts about Emulex, the market, IT spending, the cloud and numerous other topics. In his own inimitable way, he shared his rants and raves. Here are some of my favorites. Or at least the ones I can publish on a PG-13-rated blog.

Who wants more than ONE? Only when forced do people chose multiple means of performing the same basic function. Convergence makes sense and it will happen because paying for more than one network if you don’t have to does not make sense.
Continue reading…

Wild Wiki West

Posted February 5th, 2010 by Shaun Walsh

Today, we had the Wikibon FCoE Fact vs. Fiction Peer Insight call with a great panel of industry bloggers and the Wikibon team, including Dave Vellante, Dennis Martin, Stuart Miniman, David Graham and Nigel Poulton, as well as a virtual cast of thousands. The core question of the day was: how do we separate the hype and reality of Fibre Channel over Ethernet (FCoE) for the data center today? In listening to the panel and the guest on the call, I came away with three key lessons:

  1. FCoE is coming to market and we better get ready. Yes, Fibre Channel will be strong for a number of years. 2010 is the year to do some pilots, and the Wikibon S-curve says 2011 and 2012 will be the point of obvious transition due to cost savings.
  2. Vendors have to do a better job defining the value proposition. As a vendor, we need to tone down some of the hype and provide a clear value proposition in numbers and dollars. We are going to work with Wikibon on a calculator and planning tool to make the value proposition clear.
  3. We need to provide a better understanding of how companies can get rid of stuff. Saving cash is not enough: make it simple by getting rid of extra gear. We need to do a better job of explaining what can go and how to transition with minimal fuss and headaches. Consolidation needs to come to networks, just like servers and storage.

I enjoyed the call, and I look forward to seeing how the market matures over the next six months. One thing is certain: we (vendors) don’t know as much as we think. The job of bringing FCoE to market is just beginning. Click here to listen to this discussion through the Wikibon audio archives.

Taking Aim at the Target

Posted November 20th, 2009 by Shaun Walsh

Screen shot 2009-11-20 at 10.38.09 AMWith all of the focus on the host side with the announcement of general availability for our OneConnect Universal Converged Network Adapters (UCNAs) and the industry’s first 16Gb Fibre Channel Host Bus Adapters (HBAs) design, we can’t forget about the other side of the networking equation: the target side. After all, without RAID, tape, virtual tape library (VTL), deduplication and hundreds of other target devices, we wouldn’t have a complete solution. Over the past month, Emulex had announced some key solutions for the target side that include our new TargetConnect product and Quad-Port 8Gb Fibre Channel HBA.

Emulex TargetConnect

The Emulex TargetConnect™ Software Developer Kit (SDK) provides the flexibility to quickly develop and deploy target-side solutions based on Emulex Fibre Channel and Fibre Channel over Ethernet (FCoE) CNA target or initiator mode drivers. The TargetConnect SDK makes it fast and simple to support network and storage appliances, test and diagnostics applications, VTL, RAID, deduplication and more.
Continue reading…

The Ironman of Network Convergence

Posted November 12th, 2009 by Shaun Walsh

Screen shot 2009-11-12 at 10.13.10 AMThis week, both Dell‘Oro Group and IT Brand Pulse released their first reports on network convergence market share for Fibre Channel over Ethernet (FCoE) and Emulex is the leader of the market for the first three quarters of this new market triathlon. Yes, triathlon, not marathon, because you can’t just be good at one event here to win. You must be able to swim, bike and run, or, in the IT world, you have be a leader in IP, iSCSI and FCoE to win this race. Most of you who have met me know that I am hardly a tri-athlete, but that does not mean that Emulex does not compete just as hard as these athletes in our own three-event race in the IT world.

Emulex Is at the Top of the Leader Board

According to the numbers, Emulex leads in both revenue, 60.1%, and ports, 70%, over QLogic, Intel and Brocade in this early phase of the market. As we move into the second phase of the market, we know that, OneConnect, our tri-athlete Universal Converged Network Adapter (UCNA), will outdistance the single-event specialists in IP (Intel/Broadcom) or FCoE (QLogic/Brocade). The reason is simple: OneConnect provides full three-protocol hardware offload for IP, iSCSI and FCoE on a single platform; it provides a pay-as-you-go feature to lower 10GbE deployment costs; and it provides these differentiated features universally for servers with Local Area Network on Motherboard (LOM), mezzanine and adapter form factors. If you look at how IBM has implemented their virtual fabric solutions on Emulex OneConnect, they have built a solution that lowers costs and improves performance and flexibility for IT managers. This is the first of many innovations based on our industry-leading technology and implementations.
Continue reading…

Tickle Me ESG

Posted November 10th, 2009 by Shaun Walsh

Steve Duplessie, in his own unique way, rightfully said we (Emulex) were tickled with the announcements this week from Cisco, VMware, EMC and HP around how convergence and 10Gb Ethernet (10GbE) will be used to connect the next generation of clouds and the data center on the whole (See: http://www.thebiggertruth.com/2009/11/vce-between-the-lines/).

Obviously, it is great to hear major players in the industry talk about the technology and solutions you sell in a positive light, and even better when those solutions are a core foundation of their key initiatives.

To me, the most significant thing about Steve’s blog is his comment, “The world of IT works like this,” if the big guys announce stuff, the rest of the IT world generally follows. However, these announcements are usually the culmination of years of standards work, many generations of development and many startups plowing the new ground to get major players ready to take a stand publicly. This next step into the virtual data center and clouds services is very interesting because it starts with some big fish talking about it first. Yes, they are using lots of building blocks from their construction kits, but it is a new architecture, even if they use many of the same materials.

So, yes, are we tickled! If you look at VCE, HP FlexFabric and IBM Virtual Fabric Solution, they are virtualized, state-less architectures and use networking to reach storage, the cloud and everything else. The cloud is all about delivering the right class of service to every IT need, and the dynamic provisioning tool inherent in 10Gb Enhanced Ethernet-based network convergence is a perfect complement to this solution. Why? It leverages the four core values of the network convergence model:
Screen shot 2009-11-10 at 9.18.27 AM

Enhanced Ethernet-based networking convergence provides support for the core networking, clustering and storage protocols required to deploy the cloud and lower networking costs.

  • 10GbE Virtualized Network Interface Cards (NICs) and Universal Converged Network Adapters (UCNAs) – Deploying networking on virtual machines (VMs) requires the same type of hardware redundancy and network segregation as traditional servers, and the ability to create virtual NICs, iSCSI and Fibre Channel over Ethernet (FCoE) adapters gives IT managers the flexibility required to deploy separate and redundant connections for Local Area Network (LAN) management, IP networking and storage (NAS, iSCSI and FCoE).
  • Pay-As-You-Go I/O – One of the key value propositions of the cloud is the ability to pay-as-you-go for resources, and Emulex’s UCNAs provide the same business model for networking to these new architectures.
  • Unified Management – Consolidation and dynamic control via unified management of resources for each management domain is provided for applications, LAN and storage with a single security model.

So yes, we are tickled to see how network convergence is being used in the market by our OEM and ecosystem partners. We also think IT managers will see a path forward that protects their current investments.

Newer Posts»«Older Posts