Dell misses the mark in understanding Cisco UCS Value

Dell apparently sat back yesterday, watched all of the Cisco UCS announcements, and then said “I only see what I want to see” and apparently, all Dell sees is a Blade Server. Doh!

In this article Cisco Blade Server Misses the Mark Rick Be from Dell had the following to say:

17 March , 02:00 PM

Virtualization is undoubtedly a hot topic in the industry, especially today. After much anticipation, Cisco finally announced its “Project California.” As expected, Cisco launched its Unified Computing System (UCS), a blade server appliance designed for virtualization.

There has been a lot of discussion about what this means for Cisco’s partners in the virtualization server market. Are we partners? Are we competitors? Yes and yes. Dell continues to have a strategic networking partnership with Cisco to provide comprehensive solutions to our customers – today’s news does not change this.  Am I worried that Cisco’s new appliance will take away business from Dell? Not at all.

We’ve seen this before. Companies bring to market solutions that address a narrow population of customers or a single IT issue. While Cisco is a leader in the networking space, the server market is a very different ball game. CIOs aren’t looking for proprietary, appliance-like products like UCS because they drive up TCO and create more complexity. This is where Cisco has missed the mark.

Now, don’t get me wrong, the excitement about virtualization that Cisco’s news has generated is great. This is a technology that has revolutionized business computing and I am particularly passionate about it. It seems, however, that Cisco is a bit confused about what customers want and need from virtualization solutions.

When I am talking with customers, there are common themes that come up about what businesses want:

  • Options and open standards – Flexibility is key to long term survival in today’s economy and this is what Dell delivers better than anyone else. Companies need more from a supplier than specialized, high-priced solutions. Businesses are looking for the whole package – a technology partner that can help them address and manage their large data sets, edge of the network workloads and everything else.
  • Better total cost of ownership – Customers expect that innovation in IT will be focused on lowering the cost of operations WITHOUT significantly raising the price for the hardware.
  • Simple management – Customers need the ability to manage their hardware locally. This is not possible with HP’s Virtual Connect –unless you have a 100% HP data center. And it does not appear to be possible with Cisco blades.

Dell’s strategy to simplify IT resonates with CIOs because it helps their organizations reclaim the most valued business resources: people, time and money. You will see exciting news from Dell in the coming months. Soon, we will introduce our totally redesigned Nehalem-based 11th Generation PowerEdge virtualization servers. And you will also see us expand out partnerships to offer even more options for business looking to build open, flexible and powerful virtualized environments. Stay tuned.

I absolutely agree Flexibility is key for long-term survival, and reliability is paramount for survival period.    Look no further than Cisco for an example of what reliability is while establishing what open standards are, and how they’ll be pioneered and delivered upon.   It will be Cisco’s story in the future than when you think of Virtualization, you will think of Cisco and their significant role in the Datacenter and beyond.

The future will be a Unified one, and Cisco will be there

Welcome to the Future! Strangely the future hasn’t ever felt so much like “Now” than ever before.    If you haven’t been following all of the chatter leading up to these major announcements we’re on the threshhold of these major breaking points like never before.

The Data center has spoken and it’s answer is True unification.

Cisco has had this same story with their Switch line and with the purely unified solution with the Nexus line and the future of FCoE.   This is not just another story of “Let’s produce another server” which is akin to the type of “battles” you tend to see occur between Dell, HP and IBM.  No this is something much more and much bigger.   So, while this definitely is an introduction of Blade Servers, this is more than just “another blade”.   This is an entirely new way to think about, to manage and to interoperate within your datacenter.

If you haven’t seen some of the snippets of the new blades coming, here are a few pictures.

8 UCS B-Series Blades 4 UCS B-Series Blades

This is more than just pretty pictures.  Never before have we had such a consolidated solution to a Network Fabric akin to the consolidated SAN solutions which NetApp has Pioneered and still stands unopposed in delivering.   Add to that the pure play with VMware and other virtualization and what we have here is a marriage of Servers with the Networks and the Storage; what you end up with an end-to-end virtualization and delivery solution which will comprehensively change the way the datacenter operates.

So, what does this mean for the future?   The landscape has gotten a bit wider and narrower at the same time.    Everyone will have their toe dipped in this pool, or wanting to be a part of it, but those who will stand strong are the ones who speak to this same story of Unity.   Doing more with less (Less Operating Systems, Less Platforms, Less Management required)

Even with the Cloud looming over our heads, the Datacenter isn’t getting any smaller, it is simply getting better at doing what it’s supposed to do.  Either you become better with it, or start working on that resume.

Microsoft Cloud has an Azureism

If a cloud falls from the sky and it is in pre-release tech preview, will anyone notice?

Apparently, the answer is a resounding Yes.

(Repost from Microsoft Cloud has an Azureism)

This past weekend, the Microsoft Cloud Computing Platform “Windows Azure” appeared to have gotten caught up in the currents of a storm.  And like many storms, it’s not understood what happened, why it was down and after 22 hours was able to be recovered from.    Not exactly the feeling that many within the Cloud community are feeling as a great success, though in Microsoft’s defense – they are in Pre-Tech Preview, and while there is no worse time for something like this to happen; it is equally no better time as it’s not a fully released “product” yet.

Fortunately during this situation there was complete transparency of what was going on communicated by Steve Marx.

This is a very sore point for Microsofties with the MIX conference this week, but nonetheless this is indicative of past Microsoft Performance, so it is not as if it brings any shock or feelings of strangeness.   For anyone with a history of solid Microsoft Performance, it tends to involve pretty severe hiccups before settling into a hearty solid nesting period where it’s hard to penetrate or get an upper hand on it.

For those not familiar with the Microsoft Azure Services Platform, here is a breakdown:

Azure Services Platform

Other links on this subject:

Azure Services Outage 3/13/2009 – A Brief History

22-Hour Outage for Windows Azure

Microsoft Azure Goes Dark For 22 Hours

Windows 7 – Most aggressive release of Windows ever!

Thanks to our friends at Windows 7 Center for this post

I’ll break it down for you!

Windows 7 RC2 scheduled for May 2009 release.

Windows 7 “scheduled” RTM/Release looks like November of 2009 (Whoa!?!)

Office 14 RTM is looking like March 2010 (Which means Exchange should be in alignment with that)