the big SSD ideas of 2015?
and new SSD trends that will shape 2016
|Dell buys EMC - the SSD
|Editor:- October 13, 2015 - Dell yesterday
it has agreed to acquire EMC
for approximately $67 billion. The acquisition also included EMC's stake in
the storage software
company VMware - which
will remain in public ownership.|
Editor's comments:- In the
short term this fixes a problem for Dell (its weakness in enterprise storage)
and offers a credible way for EMC to adapt to a long term future in which its
storage products become
commoditized and accessible to smaller businesses (something which Dell has
historically been good at with its server business.)
landscape in enterprise storage is
but a long term SSD centric summary goes something like this.
have become a commodity. And there is little or no scope for genuine
differentation options to be offered within the server market. (Being able
to offer the same memories or SSDs in servers as everyone else - does not
decommodify server product lines BTW.)
In contrast - enterprise storage
- which in the HDD and post tape library and post optical storage era (2001 to
2008) had been coasting towards oblivious commoditization - has been
temporarily reprieved from that fate (2009 to 2018) by the disruptive
impact of SSD memory technologies which enabled the construction of
5 to 6 role
differentiated types of new storage boxes which could deliver value to
users in ways which were technically unimaginable and unfeasible with
classically tiered memory and storage.
Having misfired its original
entry into the enterprise flash market in
2008 - EMC has
in recent years managed to accumulate credible industry leading proprietary IP
and product lines in 2 of the 5 above storage box segments (which will satisfy
projected enterprise storage needs in the post HDD era) meanwhile treading
water in the other 3 main box segments (indicating its aspiration to occupy
part of those other crowded beachheads if possible).
Assuming all goes
well with the acquisition process - the Dell-EMC product line will enable EMC
storage to be more competitive in the short term with existing products and to
maybe credibly add another notch to the list of product types for which it has
aspirations for clear leadership.
on the server and storage markets which are emerging from
SSD centric software
and data architectures will mean that traditional product lines from both
vendors will shrink away.
And those lost revenues will stay gone
forever. The old ways and the
orders won't be coming back. That's why it's important for both companies
to draw in new smaller customers and to nurture them (if possible) into the
new sustainable sold state storage and server product lines.
about impacts for the SSD market?
Anyone who competes with Dell or EMC
will - for the next year - have an easier ride - due to the inward focus
which sucks away the attention of the talent following such acquisitions.
SSD market as a whole will continue to supply memory and SSDs to the new company
- and probably can look forward to getting more business in 18 months time.
it won't simply be more of the same. Some SSD vendors may see big changes
when Dell EOLs systems and modules which are cannibalistic and compete within
the combined product lines.
transaction comes out of weakness, not strength" said Scott Dietzen, CEO -
- in his blog
Observations on Dell / EMC Deal.
The aptness of
that summary made me jealous.
I guessed that Scott Dietzen has
probably got some old product planning powerpoints somewhere which could
provide many entertaining viewing hours about the competitive landscape
analysis which focuses around this old style pair of soon to be married
So my comment to Dietzen's article post on
linkedin was this.
re - "This transaction comes out of weakness,
not strength" - is a profound understatement. Wish I'd written that.