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January 19, 2009


Devang Panchigar

Chuck, the post is bouncy, but you have covered quite a few very important topics.

The seagate problems have started to surface lately with a bunch of news coming out there: management shakeups to the recent drive issues, to the vision and the direction of seagate and really the future.....

The most interesting one is Cisco in this post. I can read in between lines you want to say something but i guess can't comment it.

Cisco's great plan / agenda is to be datacenter work horse??? The important things now with Cisco is every packet in a datacenter whether it is IP, FC or ISCSI (network oriented, san oriented) is passing through there switches. What are they missing today?????

Lets not talk about UPS's and Generators, but from being the first entry point in a network to being the last exit point (users that are connected to workgroup switches, aironet or webex) cisco dominates it all. With VMware and virtual switching (probably running cisco IOS in the near future), they are everywhere.

They do have some missing components in the equations, like???

Servers????? is SUN a good fit for CISCO????
Storage????? there have been rumors since 2005 about an acquisition in the storage market by Cisco???? I am not going to name it!!!!!

We have hear customer use terms like we are a SUN shop or an EMC shop or an IBM shop, I have seldom heard people saying we are Cisco shop!!! If they manage to put one of the above components together like Host or Storage, that would great a big impact in the market.

Again i dont think we are too far from it.......

Geoff Mitchell

A couple of comments, well three...

Re Pillar. Yes, interesting technology, but largely irrelevant for majority of customers. Furthermore, the product line is missing key technology that is a must have these days in the storage business: array based software functionality (without having to rely upon 3rd party bolt-ons).

Re Oracle DW, we're seeing a fair bit of activity in the market from the Oracle sales force - they are compensated for the whole sale and not just the Oracle software components, so obviously there's interest in positioning this. The product is good and does offer an ROI over doing Oracle the traditional way. Having said that, there are other ways of finding that ROI by not implementing Oracle the traditional way too.

Re Cisco, this is a very interesting step for the company. If Cisco's strategic concept for getting into the server business of "compute-virtualization-connect" congruence is to be believed, this would also require Cisco to get into the storage business. Without this discipline, I think that much of Cisco's effort will be stillborn in the broader market and this will appeal to a select niche customer set. Perhaps we should once again dust off the annual rumour of Cisco buying EMC?

Geoff @ Dell.

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Chuck Hollis

  • Chuck Hollis
    SVP, Oracle Converged Infrastructure Systems

    Chuck now works for Oracle, and is now deeply embroiled in IT infrastructure.

    Previously, he was with VMware for 2 years, and EMC for 18 years before that, most of them great.

    He enjoys speaking to customer and industry audiences about a variety of technology topics, and -- of course -- enjoys blogging.

    Chuck lives in Vero Beach, FL with his wife and four dogs when he's not traveling. In his spare time, Chuck is working on his second career as an aging rock musician.

    Warning: do not ever buy him a drink when there is a piano nearby.

    Note: these are my personal views, and aren't reviewed or approved by my employer.
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