Chrisober Tweet Book 23jul09

ChrisOber's

Tweet Book By ChrisOber.

ChrisOber ChrisOber Industry Analyst @ Ideas tracking the global storage market. Focus areas include competitive positioning, pricing, green and performance. Sydney http://www.ideasinternational.com/about/Bios/Chris_Ober.pdf

All content © ChrisOber. All rights reserved.

2008

May

Friday, 9th of May. 13:42:17 Analysing trends in the storage market.

page 3 / 13

ChrisOber's Tweetbook 9-May-2008

2009

March

Monday, 23rd of March. 09:57:57 Releasing latest reseach enhancments and performing detailed street pricing research on EMC & Sun

Wednesday, 25th of March. 11:23:00 Valuable meeting with SNIA, "Green Storage Power Measurement" has great potential, if only vendors will actively support it when released. 13:23:51 Performing $/GB analysis of SSD drives from major vendors based on our CPStorage research. Amazing price range ($37 to >$1,000 $/GB)

Thursday, 26th of March. 16:31:09 Christian is looking into competitive aspects of the DELL PS6000 series of EqualLogic products that were announced today.

Friday, 27th of March. 11:24:42 Looking at worldwide IT pricing trends, confirming broadbased IT price increases outside of the USA. Forecasted in http://tinyurl.com/crabzx

Saturday, 28th of March. 19:20:25 Weekend here. Cracking open a bottle of homebrew I found in the cellar, a bock beer from 2005; dark, smokey, full of grain = brilliant. 19:24:04 Spent friday arvo looking at trends in HDD price declines. Any of you interested in this stuff, If so, what metrics interest you ???

Tuesday, 31st of March. 14:46:54 Lots of news flying around re Fujitsu today. Barely 8% of FUJ's business is done in the Americas, primary focus = JP,EMEA &APac (inc China)

page 4 / 13

ChrisOber's Tweetbook 31-March-2009

April

Wednesday, 1st of April. 16:08:11 Analyzing $/GB comparisons of HP EVA6400/8400 vs competition. Entry level configs slightly high, quickly falls to meet competitors sweetspot 16:49:55 Congratulations to HDS on the AMS2xxx SPC-1 results whilst they didn't make the top10 list http://tinyurl.com/c2q2nw all 3 are in the top20

Thursday, 2nd of April. 09:17:35 Showing a colleague how to use the Benchmark Wizard in CPStorage to analyze and rate HDS's recent SPC-1 results http://tinyurl.com/c2znvb 14:11:48 Just added myself to the http://wefollow.com twitter directory under: #storage #analyst #tech 15:54:57 Another one bites the dust! Rackable to acquire SGI's assets for $25M. (SGI 1H Loss $82M) Hopefully they will keep the InfiniteStorage line. 20:34:53 @ianhf @rjhintz I'm a nubie so forgive my not getting back to you earlier. Thanks for the feedback. 20:38:18 @ianhf @rjhintz $ per GB, $ per IOP we do. The disk V tape capacity aspect is interesting, especially when SATA spin disk down becomes norm 20:44:48 Spent all day doing Sun Storage street pricing research. Anyone want to send through a recent quote my way, I'll tell you how it compares.

Friday, 3rd of April. 11:02:17 @ianhf @rjhintz Horses for courses - Tape +'s: Archiving, data at rest, offsite Disk +: frequent snapshots, fast restore, remote replication 11:08:33 SNW starts in Florida on Monday, we are bracing ourselves for a bunch of product announcments next week. 11:16:49 @ianhf @rjhintz IMHO disk won't replace tape. SATA-Disk/D2D/VTL's push tape to an archiving (not bakup) role. But disk = KWh pa = $ & CO2e

Tuesday, 7th of April. 10:18:00 3PAR announces InServ F-series. Claims to be the first Midrange Block device using quad controllers (a mesh-active configuration). $ coming 13:21:31 Did you know: All but 1 of the major IT vendor stocks up this month, many up by over 40% since March 2 (Eg:HPQ, AAPL, BRCD, HILL, WDC, STX) 22:16:41 @Chris_Mellor Re: SUN and then a change in ticker from JAVA to ???? 23:19:39 Ian Birks (IDEAS Chairman and AIIA CEO) appears on Lateline business, re the OZ governments NBN. Good on'ya Ian !!!

page 5 / 13

ChrisOber's Tweetbook 8-April-2009

Wednesday, 8th of April. 16:06:45 Looking at the combined enterprise systems revenues of FUJ + FSC; (~$3.7B USD + $2B USD) = Nett ~$6B USD [Source: Annual Reports 2007]

Thursday, 9th of April. 16:07:00 Test tweet from Pocket twit

Monday, 13th of April. 17:16:42 Test tweet from SMS. --- Yes, Marg it does get in ! 17:23:56 Visiting the Eastershow with the kids. They are doing their best to stimulate the global Economy. :-) http://tinyurl.com/d7whkc

Tuesday, 14th of April. 10:56:04 On vacation, but wondering what metrics would be of most interest to followers for an ongoing pricing series for SAN Switches/Directors. $/? 14:06:55 EMC DMX-5 aka V-Max Virtual Matrix Architecture formally announced http://tinyurl.com/ckfylw Initial CPStorage profiles being uploaded today

Monday, 20th of April. 13:43:20 Customers/Subscribers can make you laugh... See next post comming in a sec. 13:43:33 Received Q: besides HP and EMC there is another important player in data dedup. A: ALL vendors offer nowadays. (Isn't this common knowledge) 22:35:18 NEWSFLASH ! Who would have thought. Oracle to buy SUN. More info at http://tinyurl.com/dfk6x7 23:24:17 Many layers to Oracle/SUN deal incl Oracle listing MySQL (acquired by SUN) as a main competitor to their database business - FY08 10-K SEC 23:42:20 Oracle+SUN+Pillar = Database + Middleware + OS's (incl openSolaris) + Server & CPU technology + ZFS & next gen storage = Grid = SaaS play ?? 23:45:02 @Chris_Mellor Re:Mike Workman, not necessarily Sun low end storage = OEMed, Sun High-end = Rebadged. Midrange = good SW and FS. Opp for Pil? 23:50:08 FY2008 - Oracle $22B Revenues; Income before provision for income taxes $7.8B; Sun acquisition costs $7.4B in equity value

Tuesday, 21st of April. 00:10:45 Be careful what you wish for. Jonathan Schwartz always wanted Sun (NASDAQ:JAVA) to be a software company. Guess it is now ;-) 00:13:50 @storageio @chris_Mellor Re: LSI base. They can always keep that going on the side as they are OEMing the box.cf DELL/EqualLogic HP/Lefthand 00:27:24 Wondering if the Oracle-Sun news has set any new records on twitter

page 6 / 13

ChrisOber's Tweetbook 21-April-2009

11:32:57 Looking what the deal means to future Cloud-/Utility-Computing & SaaS opportunities as opposed to near term IT HW and SW product offerings 16:08:01 @smh_news World city sydney shows just how pathetic its transport system is. Single northbound corridor F3 closed AGAIN. Gridlock ensues.

Wednesday, 22nd of April. 08:27:37 Finalizing CPStorage coverage of the HP LeftHand SAN & Blade storage announcements from yesterday. Now working on the competitive landscapes

Friday, 24th of April. 12:15:02 Scale-Out NAS player Isilon announces increased Q1 rev today $27M, unfortunately losses have also increased -$10M http://tinyurl.com/d2t82t 12:42:43 IDEAS blog: Scrutinizing Oracle's Words for the Future of Sun's Hardware Business http://ideasint.blogs.com/ideasinsights/ 17:07:46 Open Quesiton: Which vendor is going to bring out an affordable Home NAS device with Spindown drives (4 disks 24/7 = $63 pa in power costs)

Wednesday, 29th of April. 16:46:41 Pondering: What does the Oracle acquisition of Sun mean to the future of OpenOffice & StarOffice ?

page 7 / 13

ChrisOber's Tweetbook 29-April-2009

May

Friday, 1st of May. 13:16:27 Doing a deep dive into the merits of the IBM XIV

Tuesday, 12th of May. 17:04:07 Looking at iSCSI/SAS Price/performance. IBM's DS3000 line give comparbale OLTP performance to DELL-EMCAx4-5 at a 25% cost saving

Thursday, 14th of May. 00:24:36 So Rackable paid $25M for SGI so they could rename their company. Puts the term "Brand Equity" into a new light. (http://www.rackable.com/)

Friday, 15th of May. 13:49:40 On a vendor telconference call. Most used phrase "but we can't give you any specifics for competitive reasons" 15:12:37 BusSpec Article: Average government debt to GDP ratio will go from 79.7 per cent in 2008 to 101.3 per cent in 2010 http://tinyurl.com/qaa5p4

Thursday, 21st of May. 11:38:21 NetApp to acquire Data Domain. DD has a hardware line, but main asset is inline de-duplication software, claims 10-30x reductions in storage

Friday, 22nd of May. 10:57:10 @ssharwood How about NBN as the basis for delivering cloud computing to regional offices as well as home-office based employees. Think USA 10:59:43 @ssharwood Further, isn't NBN about facilitating the delivery of rich media internet, that we take for granted in Sydney, to all regional OZ

page 8 / 13

ChrisOber's Tweetbook 22-May-2009

June

Monday, 1st of June. 23:23:00 RT @andrew_dun Read all about the new CP home page design and features here http://snipurl.com/j6tjm 23:26:44 A call to Competitive Profiles users: We 've just released a number of enhancements aimed at improving usability. http://tinyurl.com/lvakqx

Tuesday, 2nd of June. 15:34:21 EMC is now making a counter offer for Data Domain. $1.8B in cash. If successful DD will operate as a product dividion within EMC

Wednesday, 3rd of June. 12:27:09 RT @Burgess_Gary: Competitive Profiles upgraded and now includes Carbon Dioxide Emissions specification estimates http://tinyurl.com/lvakqx 16:27:52 @JKissell08 I'd certainly say so, best contact would be Peter Cullen who's championing ServerCAR. You should have his details.

Thursday, 4th of June. 01:03:58 SPC announce SPC-1C/E benchmark with *energy* use extensions. This will be a great resource for end-users if enough vendors get behind it 08:17:44 First SPC-1 energy benchmarks released today by IBM and Seagate. Features IOPS/W, Annual kWh & Annual Energy cost http://tinyurl.com/p575r7

Tuesday, 9th of June. 21:10:18 Reviewing industry trends in Tier 1 storage costs for the High-End Enterprise, typically in the ball-park of $20-$30 USD/GB 21:13:45 Also reviewing industry trends in Tier 1 storage costs for the **Midrange**, results say its typically in the range of $10-$15 USD/GB

Wednesday, 10th of June. 16:37:32 @storagebod Tier 1 disk = FC 15K; midrange = modular CX4's AMS; DS4/5000, EVA etc; Mandatory management software only; Prices = List 17:44:59 Planning a business trip to the BayArea/SiliconValley for an upcomming conference. Looking forward to meeting up with a bunch of contacts.

page 9 / 13

ChrisOber's Tweetbook 11-June-2009

Thursday, 11th of June. 16:48:57 @HDScorp Hard to say (but I expect so), but lots of commentators and industry analysts are.

Thursday, 25th of June. 22:40:51 The modern world runs 24/7; as a globe trotting analyst the challenge is to stop yourself from trying to work 24 hours a day, 7 days a week 22:42:22 Been visiting many Storage venodrs over the last 2 weeks. Look for some insightful tweets coming in the next couple of weeks.

page 10 / 13

ChrisOber's Tweetbook 25-June-2009

July

Friday, 3rd of July. 23:15:53 Have joined the Australian Computer Society (http://www.acs.org.au) Mission: To advance professional excellence in information technology

Monday, 6th of July. 19:31:31 Working back (as usual) on Competitive Analysis for a client. Looking at the merits of Midrange disk products from all the major players 19:32:24 Question to end-users: How important is the support of 8Gb FC to you in the selection of your disk sub-systems ? 19:36:05 While we are at it another question to end-users: What are your top 3 criteria for selecting disk storage systems?

Thursday, 9th of July. 10:10:37 Re: NetApp, EMC, Data Domain: Could this turn out to be a case of EMC successfully asking the hand of the... 10:10:53 ...bride from the bride’s father (Shareholders), but the bride (management & staff) actually wanting the hand of someone else.

Saturday, 11th of July. 21:19:22 @jbrandonbb Re: Earbuds on Plane: I use a combined approach reg Fent 33dB ear plugs PLUS Sennheisser PCX-250 on ear noise cancelling hphones 21:32:45 @jbrandonbb ...works brilliant.up to 25dB passive h'phone attenuation PLUS 15dB active, PLUS 33dB the from fents http://tinyurl.com/lx2yvq

Monday, 13th of July. 13:38:58 Reviewing HP MSA2000sa. Super-capacitors come of age in practical terms for modern IT products. http://tinyurl.com/mh4qyb 13:41:05 HP MSA2000sa - 1 GB transportable cache per controller - battery-free cache backup with super capacitors and compact flash

Tuesday, 14th of July. 20:57:26 @MikeBeevor You asked earlier if I planned to meet DataCore on my US visit, not then, but we are setting up discussions with James Price III 20:59:00 Bastille Day: Will cook duck and open an aged bottle of Rhone Valley Red to celebrate the occasion whilst watching the TDF live tonight :-)

page 11 / 13

ChrisOber's Tweetbook 14-July-2009

21:02:25 @ssharwood Humans are like sheep. How can we all so easily be lead to religiously watch a bunch of "contestants"cook on TV (kid nag factor?)

Wednesday, 15th of July. 15:21:41 Major IBM announcements today: DS8000 adds Thin Provisioning, DS5300 SPC result with encrypted disks &new dual-CPU interface modules for XIV

Thursday, 16th of July. 12:23:14 Completing a detailed pricing analysis of HDS v HP v Sun Enterprise storage products. Buyers beware, significant price differences exist. 16:11:56 Ideas International accepted onto the Australian Technology Showcase (ATS) a gov't program showcasing innovative technology based products

Tuesday, 21st of July. 13:06:50 @rick_e1 @Chris_Mellor @Burgess_Gary See recent blog by IDEAS on SPC-1C/E benchmark results http://tinyurl.com/m8bra4

page 12 / 13

ChrisOber's Tweetbook 21-July-2009

ChrisOber's twitter book. Created from tweetbook.in