This week Chris and Martin debate the future of on-premises storage infrastructure companies in light of announcements and events from IBM, Dell and NetApp. IBM is splitting in two, while Dell and NetApp have recently held virtual versions of their annual conferences. Is the on-premises infrastructure business shrinking and becoming too low-margin to be worthwhile?
Martin mentions Lou Gerstner’s book – linked here – Who Says Elephants Can’t Dance?
The Simpson’s episode where Mr Burns runs for Governor is “Two Cars in Every Garage and Three Eyes on Every Fish” – without a doubt a classic.
Martin mentions Fabric Pools – here’s a link to the documentation.
Elapsed Time: 00:36:09
Timeline
- 00:00:00 – Intros
- 00:02:00 – What’s the future of the infrastructure business?
- 00:03:05 – IBM splitting into two companies
- 00:06:00 – IBM mainframe storage will stay in IBM?
- 00:08:40 – Mainframe retained for z/Linux?
- 00:10:00 – IBM continually reinvents itself
- 00:11:00 – Where does IBM Research go?
- 00:13:10 – What was the value of DTW?
- 00:14:40 – So Mr Burns, why are you so popular?
- 00:16:40 – Apex – Capex with a silent C?
- 00:18:15 – Is “as a service” a real infrastructure business model?
- 00:19:30 – Violin Systems acquired by StorCentric
- 00:20:40 – Could the IBM spinout be acquired?
- 00:21:50 – NetApp is morphing into a cloud business
- 00:24:55 – Project Astra – NetApp wants to be cloud glue
- 00:26:40 – Is cloud storage enough to re-invent NetApp?
- 00:28:30 – Everyone is “service washing” their product lines
- 00:29:15 – Recurring revenue is the holy grail
- 00:31:50 – Buying MIPS is the future!
- 00:32:35 – As-a-service storage needs to be operationally efficient
- 00:35:25 – Wrap Up
Related Podcasts & Blogs
- #107 – Should IBM Quit the Storage Business?
- #65 – Challenges in Managing Unstructured Data
- #130 – Making Money in the Storage Business
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[…] The disruption caused by the widespread adoption of the Public Cloud has caused traditional infrastructure vendors to take a different approach when selling their wares. It’s a topic we’ve been discussing for some time (see this post from 2014, this post from 2018 and this recent podcast episode). […]