CUTTING THROUGH THE NOISE

© Copyright 2015 EMC Corporation. All rights reserved. 1 TAKE YOUR RHETORIC AND MOVE ON. CUTTING THROUGH THE NOISE LET’S TALK! © Copyright 2015 E...
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© Copyright 2015 EMC Corporation. All rights reserved.

1

TAKE YOUR RHETORIC AND MOVE ON.

CUTTING THROUGH THE NOISE LET’S TALK!

© Copyright 2015 EMC Corporation. All rights reserved.

SPEED ROUNDS! 6. Flash For Everything

5. Containers versus VMs

1. Software-Defined Storage

4. The Cloud Debate (Public/Private/Hybrid)

2. Hyperconverged

© Copyright 2015 EMC Corporation. All rights reserved.

3. Data Lake/Big Data

1 “SOFTWARE DEFINED _______” © Copyright 2015 EMC Corporation. All rights reserved.

“SOFTWARE DEFINED _______” FALSEHOODS:

TRUTHS:

• Vendors noise.

• Software that is decoupled from hardware creates new packaging opportunities.

• SDS + COTS will save me money. • Customers think they are Amazon, Azure, or Facebook.

• Software that is decoupled from hardware creates new economic models. But $ = what customers will bear. f(x) = value. • Customers lack a “BMaaS” function. • Some stuff sucks as SDS. • Control abstraction has MORE value than Data Plane abstraction.

© Copyright 2015 EMC Corporation. All rights reserved.

© Copyright 2015 EMC Corporation. All rights reserved.

2 “CONVERGED VS. HYPERCONVERGED” © Copyright 2015 EMC Corporation. All rights reserved.

“CONVERGED (CI) VS. HYPERCONVERGED (HC)” FALSEHOODS:

TRUTHS:

• CI is the answer.

• These are architectures, not products.

• HC is the answer.

• This *IS* about software (it all is!).

• One is more expensive (capital) than the other.

• HC can be packaged as software only, appliances, or engineered systems.

• HC comes in one form (appliances).

• Disaggregated Rackscale = webscale != HC.

• One is old, one is new.

• HC starts at lower $ than CI – but the price curves cross multiple times. • Because CI uses “traditional” ingredients it supports some workloads HC cannot.

© Copyright 2015 EMC Corporation. All rights reserved.

© Copyright 2015 EMC Corporation. All rights reserved.

3 “BUSINESS DATA LAKE” © Copyright 2015 EMC Corporation. All rights reserved.

“BUSINESS DATA LAKE” FALSEHOODS:

TRUTHS:

• “No one is doing it,”

• Everyone is doing it – but it’s early days in the enterprise.

• A data lake is a thing. • A data lake is easy. • A data lake will replace your RDBMS.

• A Data Lake is a composite – of multiple infrastructure layers and data fabrics = “polyglot persistence” • A data lake isn’t hard, but needs new skills, and we need to “industrialize” it. • Apps will span the data lake and traditional RDBMS.

© Copyright 2015 EMC Corporation. All rights reserved.

© Copyright 2015 EMC Corporation. All rights reserved.

4 “THE CLOUD DEBATE” © Copyright 2015 EMC Corporation. All rights reserved.

“THE CLOUD DEBATE” FALSEHOODS:

TRUTHS:

• Public or Private Cloud is • Cloud is the answer. the Answer. • Economics vary by workload. The real • $of Hyperscale are lower. question is can IT get out of it’s own way? • Only “cloud native apps” can benefit from cloud.

• “Cloud native apps” benefit most from cloud models.

• It’s about SaaS or PaaS or IaaS.

• It’s about SaaS and PaaS and IaaS.

• Cloud protects you from lock-in, no protection needed!) © Copyright 2015 EMC Corporation. All rights reserved.

• Cloud shifts from one form of lock-in to another (you still need to protect yourself).

© Copyright 2015 EMC Corporation. All rights reserved.

5 “CONTAINERS VS. VMS” © Copyright 2015 EMC Corporation. All rights reserved.

“CONTAINERS VS. VMS” FALSEHOODS:

TRUTHS:

• Containers will kill VMs.

• Containers will run often in VMs – but DO reduce the value of kernel mode virtualization – where applicable.

• Containers are better than VMs. • Containers are “not applicable in the Enterprise”. • Containers are “ready for the enterprise”.

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• Containers boot faster and be more dense than VMs.

• Containers lack security and most things for non P3 and non ephemeral workloads (working on it!) • Containers are off the buzzword bingo charts 

SO HOT RIGHT NOW © Copyright 2015 EMC Corporation. All rights reserved.

© Copyright 2015 EMC Corporation. All rights reserved.

6 “FLASH FOR EVERYTHING” © Copyright 2015 EMC Corporation. All rights reserved.

“FLASH FOR EVERYTHING” FALSEHOODS:

TRUTHS:

• Flash has crossed over $/GB.

• For transactional workloads, with average data reduction, flash has crossed over.

• The all flash data center is real.

• There’s not enough flash in the world for the all-flash datacenter + NAS/Object?

• Flash is about performance.

• Loads of disruption around NAND, in many forms.

• The AFA is the only way flash will be used.

• Not even close. When it arrives, it’s an “and” not an “or”.

• We are entering the “post-NAND” era, © Copyright 2015 EMC Corporation. All rights reserved.

THE INDUSTRY NAND VALUE CHAIN 80% OF FLASH CAPACITY IS NOT EXTERNAL STORAGE NAND Production

Assembly Ent. SSDs Enterprise Assembly 95%

80%

NAND Fab

40%

Value Chain Step

52%

117

3

35%

Source: Gartner, IDC, EMC GSCM, EMC Market Intelligence, Team Analysis

2

87%

4

ODM Servers

28

68%

Other Form Factors

2016 EB

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87%

IT & Hosting

OEM Servers

Client SSDs

124

38%

’13-’16 CAGR

4

132%

Consumer Assembly

Key:

Ext. Storage

PCIe

7

End User

89

4

87%

Cloud & Telco

75%

1

DIY Hyperscale

68%

Consumer Products 38%

5

4

Consumers

114

38%

114 v3-C

© Copyright 2015 EMC Corporation. All rights reserved.