Re: $125k
If you have to ask then you don't know tech. Either that or you work for Goldman Sachs or the NSA and you have the chops to engineer proper whitebox storage. I'm betting not.
14 publicly visible posts • joined 13 Jun 2014
No way. NTAP FAS sales legions will not care about solidfire and they will not sell it. Also, the file portion of the datacenter is quite segregated from the block portion. Different applications, different end users, different budget, different customers for NTAP. NTAP like EMC is old and clunky and slow and apathetic and will only start hucking AFA 3 years from now when they absolutely have to. Until then it's FAS with disk and some SSD. The end
Yah right.
Cisco showed how little they understand storage by shelling out mad cash for a company with a total junk product. Lawl i interviewed with their storage division post acqui and the "storage engineer" asked me questions about OSPF. HAHA
Cisco salesforce is all fat and lazy lifers that have zero storage contacts.
Annnd acquiring a technology and a small/med company is not the same as creating a whole new business organization.
What would be REALLLLLLY cool is if AMAZON bought Cisco!!! All your internets belong to amazon cisco already. What would be really not cool is if orcl and cisco merged. Big barf city
Hello there Mr. Pure Storage salea rep.
You dismiss EMC dropping their pants. Their long datacenter dingdong will steamroll Pure and all these Flash startups. They can drop their trousers all day cus Xtremio like Pure is cheap commoditty hardware. The materials cost for a 50TB atray from either vendor is around $80k.. Tops. And EMC can operate with a dingleberry of margin while Pure starves.
The stock price does reflect what the street and associated algorithms say about the stock. And Pure is massively overvalued because as the article says, the technology is a commoddity.
Keep up your cheerleading. It will keep you warm as the ship sinks. Best hope is for some company to acquire Pure. Now. Who would do that? Not EMC. Not HDS. Not HP. Hmmm who would pay 3 BEEEEELION for commoddity technology?
Nobody.
16-32GB of ram is not negligible. Who cares about read distrub. It is not an issue with enterprise all flash arrays.
Which companies have the braintrust? Frankly I think most of the brains in tech are in AI and cloudscale/distributed computing. If you are only talking about infrastructure though well it is just a commodity with negligible differences between the options.
2-3years. So medium term investment?? In a startup with lots of competition?? That has to spend gobs of cash to even keep afloat?? That is competing with EMC AND other tier1 incumbent vendors that have equivalent products??? And you are telling to fund R&D and sales operations in the hope that Pure will successfully grow the business and refine their commodity technology year after year??
Yah I am not going to buy. I don't think the street will either but who knows I'm obviously not a high frequency trading algorithm.
Or am I? ;)
It is not differentiated. Yet more commodity crap with code wrapped around it. Not different enough from any other ssd array out there that compresses or dedupes. Performance is as good as the rest of the ssd arrays. Price is the same. Looking at their balance sheet damn they are spending a lot of money. It was the same with violin- trying to scale up the business costs a lot. Except violin also had the costs of making hardware from scratch. Violin didnt have the competition at that time though. Pure does have competition and a lot of it. Every customer that I speak with who is evaluating flash is testing tech from 3 or more vendors. And if I were a customer I would buy my flash from a big company not a startup that's begging for money. HP's, IBMs, EMCs, HDS flash is all decent.
Annoyingly a huge part of pure's pitch is the fuzzy math behind $/GB. That is a sales strategy that allows them to price on potential usable post-dedupe which means budgetary estimates are wacky. Many customers confide in me that they don't like that.
Personally I also dont like their always on compress/dedupe. That adds a big latency bump that they compensate for with DRAM... just like a spinning disk array. Sigh. Whats the point of an architecture that places cache in front of slow ssd enclosed flash? EMC DSSD and other SSDless arrays are the real future and pures ssd architecture will soon be obsolete. The flash chips cost the same in or out of an ssd- so why slow your flash down? Because of $/GB? The business case for all flash primary storage is now based on TCO but theres enough flash tech in the pipe where the cost difference will be negligible.
Anyways, boring tech in boring old storage in boring old data center infrastructure. Yawn. Their code and nice logos slapped on commodity harware is not worth a billion bucks. Now lets say however they had developed Spark... Well they wouldn't have. Pure obviously doesn't have the braintrust. Just business degrees at work here folks.