* Posts by baspax

136 publicly visible posts • joined 8 Feb 2017

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Nutanix CEO smacks down VMware exec over claim it's a new Enron

baspax

Re: HCI - the great distraction of our time.

Nutanix also changed the way they classify their sales.

I saw quotes where the hardware was $0 and everything was under "software", which had the added benefit of no sales tax. In other words, what would have been $50,000 in hardware and $70,000 for software and services was turned into $120,000 software and services.

Wall Street likes that as the $50,000 loss on hardware is a one-time hit but due to it magically being software it falls into the "reoccurring revenue" bucket, in other words a future revenue stream. So Nutanix is faking/fudging/doctoring their software numbers to show a healthier company.

How is this not fraud?

Cisco's fifth UCS server generation surfaces

baspax

Re: Mezzanine

None of my MLOM VICs ever failed. What are you talking about?

baspax

Re: Twice the memory but 1/2 the Memory sockets

Memory bank totals have stayed the same. You used to have 3 banks per channel and four channels per CPU. Now it's only two banks but six channels, so the total of 12 stays the same.

It was really not funny to populate all three banks on a channel because memory clock speed would drop by three clicks (2400 down to 1666MHz). Cisco UCS is/was the only platform which would only drop by one click (2400 to 2133) when fully populated, hence their popularity in high density and high performance shops.

Alas, now the playing field is level again in regards to RAM. We shall see what the big differentiators will be. I look forward to many presentations about power and cooling savings!

Tintri IPO boots up after it tries turning itself off and on again

baspax

Re: Bad IPO

Not sure if Nutanix is doing so well.

Trying to boul the ocean by building an "everything platform" all at once, requiring ridiculous amounts of developers.

$100m in losses per quarter. But because those losses are mostly stock to employees, they "don't count". A) they do, B) good luck getting good developers without it, C) the best folks left for Cohesity, incl the founder. All that's left are the raging assholes like Dheeraj the CEO and D) they aren't Uber which billions in the bank. Even Ubers investors are getting nervous.

There's a VC cash crunch in the valley. If these yahoos (not just Nutanix) don't start posting profits or at least a path to profits, things will get very ugly

baspax
Mushroom

That should do wonders to all other storage IPO valuations.

Tintri files for US$100m IPO but warns losses will likely keep coming

baspax

Spot on. More likely they'll close shop soon. The big cash crunch is coming.

Hyperconverged infrastructure. It's all about the services

baspax

Re: HCI is more expensive than traditional SAN + servers

You are absolutely right. From the point of view of the business there is no incremental value in zoning a LUN or balancing a storage pool. If it can be done by software, perfect, more resources towards other tasks.

Like building defenses against crippling ransomware attacks. Every decision maker I talk to speaks of only this.

baspax

Re: Software Validated Stacks

What you wrote is so true in so many ways.

It's not really what I meant though. In the olden days, certified reference designs were usually pushed by either storage or server vendor, or later, by OS and hypervisor manufacturers. Take Dell or Cisco, here is the reference design for our servers plus network plus Pure/NetApp/Nimble and VMW/Hyper-V/Xen/OpenStack/Baremetal Linux/Oracle/SQL/Hadoop.

The addition, integration, and validation of say, load balancers, software defined networking, PaaS, DR/workload mobility, backup/archive was always something handled afterwards.

Now that the infrastructure stack is "solved" the next step is to build reference architectures with these modules instead. Veeam or Zerto or Datos.io? No problem, here is how. In the same way that storage vendors knocked on Dell's and Cisco's door and submitted white papers and validated designs for their products, in the same way many of the more successful software vendors will submit theirs. Actually, they've been doing that for quite a while, most have a HPE or Cisco (and less frequently Dell) validated design.

The challenge will be in the interoperability testing and creating attractive packages. This has been traditionally the realm of VARs and system integrators on a one off and individual basis but will become more and more standardized. If the vendor's gravity is big enough and they are willing to create an ecosystem like that, it might actually work. Unfortunately, not many vendors are left that can execute due to politics. Dell/EMC is tied to Vmware so they'll most likely ride the Vmware ecosystem instead of building one centric to Dell. Microsoft might do it (and then buy/OEM the better products). I don't see HPE executing with any kind of coherent strategy. Cisco might if they get serious about data center, they have shown to play the multivendor ecosystem quite well in the past. Not sure if it will translate into the software space. We might also see large system integrators pop up with something like a Vblock but based on say Nutanix or any other platform and have standard bolt-ons like AVI for load balancing, Veeam for backup, aviatrix or NSX for SDN. You get the drift.

Then on the other end of the spectrum we see Amazon trying to write literally everything themselves. DBMS, OS, cloud platform, storage platform, load balancers, you name it! IT'S THE EVERYTHING SHOPPE! Amazon will allow an ISV to develop against their APIs but will then mercilessly copy everything they seem valuable. And of course we have Nutanix, who tries to do the same as Amazon, except that they have way less resources and money and aim to launch ten products at once whereas Amazon started slowly and only ramped up once they achieved mature service delivery (took them years).

We might of course also see a bunch of acquisitions and each vendor build their own megastack with load balancing, DR services, backup, security, etc integrated.

baspax

Software Validated Stacks

Now that we are seeing hardware stacks converge, the next thing are software validated stacks.

There are so many players for DR, backup, workload optimization, cloud mobility, cloud management, encryption, compliance, etc. You know, the logo walls in every presentation. There are so many really smart and good companies and products out there, I don't understand why we should be limited to the ideas and development prowess (or lack thereof) of a single vendor.

In the same way we saw CI like FlexPod, Vblock, and others leverage best of breed tech and flexibility to implement solutions that are better suited to our needs while maintaining some levels of predictable interoperability and simplification of support and operations, we are going to see composable stacks of solutions with interchangeable modules: Veeam or Cohesity for backup? Here is the API and middleware you program against! NSX, ACI, Aviatrix, Illumio for networking? Here is the API and middleware you program against!

The first vendor to embrace this and create a framework that enables and manages this will grab the majority of market share. Those that try to boil the ocean and build everything in house (looking at you Vmware and Nutanix) will most likely fail.

How HCI simplifies the data center

baspax

Interesting. Would you care to elaborate? I am genuinely interested as this is the first time I heard about it behaving weirdly

baspax

I am sure you have checked out Turbonomic. It takes care of on prom and cloud overprovisioning

Hyperconverged leapfrog: Dell EMC borg overtakes Nutanix

baspax

Re: Microsoft

They actually do. Storage Spaces Direct (not to be mistaken with Storage Spaces or Storage Server) is their SDS product and it looks to be pretty solid in terms of performance. However, data services seem to be lacking and it will be of course a pure MS play.

Still, might be a good option if all you need is to provide your Hyper-V cluster shared storage with local SSD and SAS.

Hotel guest goes broke after booking software gremlin makes her pay for strangers' rooms

baspax

Re: ma1010 "Sounds like a lawsuit"

In response to Mr Gumbly.

No definitely not off the hook. PCI is specifically set up to avoid an internal employee accessing customer credit card data. All they are allowed to see are key data such as last four digits, etc.

That an unauthorized developer simply linked to a cc entry in their payment database and thus used a customer payment information, is grossly negligent and subject to damages.

baspax

Re: "Sounds like a lawsuit"

They obviously stored and then accessed her debit card payment information in violation of PCI. They are subject to hefty fines as every single transaction counts as a separate violation.

The faulted party is also eligible for damages. She should get a lawyer as soon as possible.

HPE claims new gen-10 ProLiants have more mem persistence, more secure server firmware

baspax

I looked at the management platform for iLO and I can't believe what piece of crap it is. A >>RING<< network architecture??

HPE sales slide, profits evaporate... but think of the future, CEO urges

baspax

Brutal. Two quarters in a row now?

Hyper-converged trashes all-flash: Nutanix out-grows Pure Storage

baspax

Re: False equivalency

Correct. And the growth numbers are misleading, too. The rate of growth for Nutanix is falling quite heavily. Just look at that graph, they are running out of steam.

Chris: why does this graph look different than the one you released last quarter?

Nutanix, IBM hug each other in Power pity party

baspax

THEY DID!!

https://www.geekwire.com/2017/nutanix-adding-ibms-power-processors-data-center-bundles-ai-applications/

Dell EMC's Azure Stack: Get thee behind me, Microsoft subscriptions

baspax

The Azure Stack is NOT hybrid cloud. It is a standardized pod that allows developers to use Azure Services in on-prem instances. Too many people think it's a way of running a Hyper-V stack that allows them to push stuff into Azure. It is not. And Dell's offering is nothing special. Anyone can build it using off the shelf components.

Facebook in the dock: Web giant faces trial for allegedly ripping off data center blueprints

baspax

Apple licensed the tech from Xerox

VMware-Dell integration kicks off with on-prem VDI-and-PC-as-a-service

baspax

5 year investment means $1,080 per user (VxRail V). In other words, one millon for 900 users

HAHAHAHAHAHAHAhA

NetApp and Cisco are pumping mad dollar into data protection startup

baspax
Coat

Re: All good

That's a nine year start or so ...

Dell sneaks speeds-and-feeds-free peek at 14th-gen PowerEdge servers

baspax

Wow

I can see those amazing R&D dollarzzz flowing into amazingest new DELL ENTERPRISE (tm) (c) TECHNOLOGY.

Please don't tell anyone that we just put Dell bezels on Intel reference design blueprints.

Nutanix consciously uncouples with move into software-only sales

baspax

Re: So here's the thing...

Lots of accurate stuff in there.

One thing that gets overlooked though is that all HCI vendors are really just SDS vendors that slapped a VSI management GUI onto their product. Once SDS became a commodity and built-in feature (VSAN, Windows Storage Spaces, HyperFlex) that's either free or can be added for a nominal fee, what's the big differentiator?

Nutanix really tried to be somehow a new server platform vendor while all they had was a kind of ok distributed storage system and Prism. They had a lot of early wins by sneaking into server departments who were disgruntled about their SAN and storage peers but now everyone has an easy button to provide LUNs and datastores.

With that gone and without hardware integration (if you run on everything, you cannot optimize for anything either) and their margin being squeezed on the hardware side, the only way to profitability (hahahahahahah aaaah hahahahahahah) is up the stack into software defined networking (of course, true to Nutanix being buzzword whores they chose the term "micro-segmentation") and cloud management.

SDN is a tough area, Vmware spent more than a billion $ to buy Nicira and still couldn't get it right with production releases crashes customer environments (twice) and terrible adoption. The other segmente, cloud management, is incredibly crowded and I am wondering why the fnck anyone would buy something from Nutanix in this space. Sure, if you are Nutanix, then you want your customer to buy EVERYTHING from you. Even if it's not from you, like the shitty hardware. But hey, it works on any hardware. Jimmy over there wrote a script that tests ten vendors and thousand server models if they are compatible. I am sure it will catch every little bug and possibility, your enterprise app is totally safe LOL

These guys are the posterchild for the VC and tech industry as well as our society at large. It's all show, take a second rate product, market the shit out of it, and sell it to a bunch of gullible folks; cash out and off you go to the next scam.

baspax

Re: Nut-a-nix

Aah ... VARs! Second rate bottom feeders that sell whatever has the highest margin or shortest sale cycle while pretending to be "trusted advisors".

Your idiotic assumption that AzureStack is an HCI offering (and tied to DellEMC) is all we needed to know about your knowledge of the market.

baspax

Re: HCI - the great distraction of our time.

And the Nutanix trolls are down voting you.

Extremely well put. I would add that they are getting hammered in the market, they have a mediocre product with crazy marketing but their business model is toast. They'll be out of business in a year or two. Problem is, the douchebags running the company will just spread out to other start ups and sell BS.

Proprietary: Pure sticks to flash module design, becomes a direct flasher

baspax

Impressive. Nice work.

HPE gobbles Nimble Storage for $1.2bn

baspax

Re: InfoSight

Pretty much. Except that there is no one left to sell SimpliVity as most reps and sales engineers have been laid off.

baspax

Re: InfoSight

The Nimble sales folks I know (admittedly, not that many) aren't too thrilled. Quote from one guy what he thinks will happen: Deep sigh "Lord only knows"

I guess that says it all.

I feel bad for the Nimble folks, most of them really decent and good folks. Super nice company, always got a warm and fuzzy feeling when engaging with them. HPE on the other hand is completely knee-jerk and their strategies (if you can even call it that) change from quarter to quarter. I wouldn't put it past them to fire all sales people and roll it up under their HP salesforce. Or close Nimble completely except for the IP if the numbers fall for one or two quarters. Truly, Lord only knows what's going on over at HPE these days.

baspax

InfoSight

This is an IP buy. They'll put InfoSIght, which is a fantastic product, into everything and kill the Nimble arrays. Perhaps HPE will pull a SimpliVity on the Nimble reps and SEs and fire them all with a week or two, we shall see.

It's a bummer, most of the folks over at Nimble are really decent.

Cisco brags of industry-best hyperconverged performance

baspax

Maybe, I was wondering the same. But it looks like Cisco stumbled (by sheer luck and coincidence most likely) upon a diamond in the rough when they evaluated SpringPath. Lord knows there was def no one who would have understood that scale-out SDS and fabric interconnects are a match made in heaven.

What we do know however is that all these little startups lined up to get acquired by HP, Cisco, and Dell and for some reason Cisco (who were OEMing SimpliVity and to some extent VSAN) said no to all of them and instead picked up SpringPath in its embryonic phase. I honestly don't know how that happened. It looks like a cunning master stroke but I am at a complete loss as to WHO at Cisco is capable of recognizing and executing something like that.

I guess we will never know or it will surface in a decade in some obscure story that only us old-timers will pay attention to but for now it looks like solid tech with quite some potential. Personally, I dismissed UCS when it launched years ago so I am a bit more cautious ruling out Cisco when it enters a new market, storage fumbles notwithstanding. Perhaps we are just giving them too much crap because of the Whiptail fiasco.

baspax

My guess

Vendor A - Nutanix

Vendor B - Dell/EMC

Vendor C - HPE (LeftHand VSA)

See? Wasn't so hard.

We are going to see the usual storage industry butthurt howling from all the usual suspects but Chris, you've been in this so long, you sure could have done better? How about some insight what a piece of crap VSAN really is. And how surprising it is that Nutanix isn't actually as bad as everyone thought. Don't get me wrong, Nutanix storage performance totally sucks if you try to do anything useful but the less than mediocre performance is probably good enough for all those suckers that run it at 10% utilization (like their large government customers).

Let's be real for a moment. Hyperconverged was a stupid marketing fad championed by Nutanix to sell Software Defined Storage. Now that SDS is finally accepted we are seeing all the usual enterprise relevant features and criteria move front and center: performance, consistency & predictability, scalability, support, et al.

The real story here is how Dell/EMC completely shat the bed with choosing VSAN as their enterprise SDS and how Pat Gelsinger overruled the old guard at EMC. And how Meg saw that circus and told everyone to hold her beer because she could screw it up even more by acquiring SimpliVity.

SDS is moving front and center into the enterprise and all these morons do is acquire SMB software and somehow try to shoehorn it into the data center. Kudos to Cisco for trying to do the right thing here.

The day after 'S3izure', does anyone feel like moving to the cloud?

baspax

Re: Azure Stack

That's not what AzureStack is for. AS provides Azure native APIs and PaaS on premises. While you can move workloads between on prem and Azure it is not what the general IT guy would consider a stretched data center or PROD-DR relationship.

HPE's started firing people at Simplivity, say former employees

baspax

Re: HP + Cisco + Dell != Software

Your are full of it. Half the stuff you wrote is utter bollocks

Surprise! HPE says nothing about ProLiant server hardware for SimpliVity OmniCubes

baspax

yes but

Organizations might not want to depend on YOU doing all the architecture, support, and ongoing validation. Sure, I can buy a car put together by my trusty mechanic. But if he gets run over by a bus I am out of luck.

As to FPGA, that's complete dead end. Next Intel CPU generation Purley Skylake has FPGA built in. No need to put stuff in the controller or elsewhere. It's already in every x86 socket ...

Cisco polishes HALO, flashes enlarged HyperFlex

baspax

performance

My understanding is this is much faster than other hyperconverged all flash systems. Pretty much like native AF systems like Nimble and Pure vs old-school arrays full of SSD

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