Chris Mellor of The Register recently published the article EMC races to catch up with NetApp, in which he covers a recent EMC webcast where EMC’s President and COO, Pat Gelsinger admitted EMC is hoping to catch up to NetApp in delivering storage efficiencies for virtual server and desktop environments.
“If EMC has misread the situation and NetApp’s lead lies in its current feature superiority, such as block-level primary data deduplication, as well as in the general smoothness and integrated management and feature sets across the FAS array range, then NetApp will continue to enjoy its long run of above-average results; leaving EMC scratching its head and wondering just what the hell it has to do to rein in the Sunnyvale upstarts.”
UPDATE 2/11/11: I obtained the transcript and below is likely some of the core content that Chris is referring to in his article…
“Obviously you can look here and you can see there is one feature that NetApp, in this case, has that we don’t have. Block or primary block; a DDUP. And in that one feature today, we don’t support it in our product line. We will deliver that in the second half of this year, so we’ll close that last piece of competitive gap that we have. But collectively, it’s just another compression or another data-reduction technology” – Pat Gelsinger, VP & COO EMC
(If you are interested obtaining a copy of the transcript from the webcast go to www.callstreet.com or call 1-877-FACTSET)
Mr. Geslinger states NetApp has a technological lead, which EMC will try to close, yet I’m not sure he gets it. When discussing NetApp, Mr. Gelsinger states that the only advantage NetAp offers is the ability to run production workloads with the storage savings of data deduplication. The reality is NetApp is delivering much more than storage savings to virtual infrastructures.
I found the comments Mr. Gelsinger shared following his ‘EMC will close the gap’ statement rather interesting as he suggested compression and deduplication were merely alternative means to achieve storage efficiencies on par with that of deduce. This statement is only about 50% accurate. While both technologies provide capacity savings, dedupe is more ideal for all production use cases. It appears Mr. Geslinger is either misinformed as to the similarities and differences in these capabilities, or is attempting to obscure said differences in order to not raise questions around the ‘EMC 20% Storage Savings Guarantee.’
I truly believe Mr. Gelsinger simply misspoke, and never intended to close with a message that was in stark contrast to his previous statement regarding the direction of EMC’s engineering.
Mixing Messages Around Efficiencies
I’ve written a number of posts intended to provide some clarity and increased understanding to the unique storage capabilities NetApp provides around storage efficiencies and performance results with these technologies. Suffice to say these posts receive a significant amount of negative feedback from the like of EMC, HP, and others primarily claiming that all storage vendors offer similar technologies and capabilities.
Based on Mr. Gelsinger’s comments, I think its fair to say that EMC senior leadership has validated the information I’ve shared in posts such as these.
- FACT: VMware vSphere on NetApp is Faster and Greener
- Myth Busting: Storage Guarantees
- Myth Busting: Storage Guarantees – Part II
There’s Much More Than Dedupe For Virtual Infrastructures
The conclusion Chris came to wasn’t solely based on storage efficiencies, as a storage analyst Chris is well aware of the core similarities and differences between storage arrays from NetApp and other vendors. His summary reflects this view, and suggests EMC has areas to catch up beyond storage savings in order to increase the value provided to virtual and cloud architectures.
The comparison of dedupe and compression is analogous comparisons that can be made regarding NetApp’s unified storage platform and EMC’s unified storage array.
NetApp offer’s unified management and functionality across all of our storage arrays, while EMC offers an array platform (well actually three with NS, VNX, and VNXe) which provides multiprotocol access with a very different features set and management tools from their other numerous platforms. The advantages provided by a unified storage platform span a wide spectrum ranging from simplified technical training, to standardized architecture designs & operational practices, to consistent features sets, points of integration, etc…
Over the past year I’ve authored a number of posts on NetApp leading the storage industry with capabilities and solutions specifically tailored for shared, virtual, cloud-based infrastructures.
I’ve attempted to highlight where ‘the rubber meets the road’ in these posts covering a number of topics such as unified storage architecture, performance, VDI, and joint solutions from Cisco, NetApp, and VMware. I would suggest to you that these articles are as accurate in their content as the one’s I’ve written on storage efficiencies… even if NetApp’s competitors disagree.
- Leading Change in the Storage Industry
- NetApp Releases our First Virtual StorageArray
- NetApp Takes SPECsfs2008 Benchmark To New Levels
- Announcing FlexPod for VMware from Cisco & NetApp
- Cisco NetApp VMware Announce our EnhancedSMT Solution
- End-To-End FCoE: ONLY available from Cisco, NetApp, & VMware
- Data Storage for Virtual Desktops (VDI)
After the dust settlers on this discussion, I doubt we will hear much more about NetApp from EMC. From a sales & marketing strategy, it is to the advantage of the incumbent to ignore the challenger they fear to battle. Doing so calls out a comparison of the tape, and frankly I’m with Chris on this one… they don’t measure up.
UPDATE 2/13/11: It appears my agreement with the conclusion in Chris’ article has raised the ire of Chad Sakac, VP at EMC and some others. Much like this genesis of this post, i’d suggest you check out the opinion of another storage analyst, Chris Evans (aka the Storage Architect) for his thoughts on this topic and the responses from EMC in, “You can’t trust what you read on the Internet – Unless it’s EMC“