Before the chaos that is EMC World I sat down with EMC COO Pat Gelsinger to discuss todays product launches and talk about EMCs product strategy going forward.
We begin with the acquisition of XtremIO and then carry on from there.
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Lets begin with XtremIO (Extreme-Eye-Oh), why was it important to own that?
Well, before we focus on specific products it’s worthwhile for us to look at Flash as a technology. It is dramatically higher performance in certain cases but it’s also dramatically more expensive, so the goal is to use Flash for performance while understanding that the largest amount of data is going to remain on hard disk drives. (HDD) So while Flash is a very disruptive storage technology it needs to be correctly applied. A little bit of flash can go a long way in performance.
With that in mind, we have laid out a comprehensive strategy to apply "a bit" of flash throughout the data center: in the server with VFCache, as an appliance networked into servers with Thunder, as a dedicated All flash array with XtremeIO and into all our arrays by converting our HDD based storage arrays to hybrid arrays using both Flash and HDD.
In your view, what are the differences between what EMC define as Network Flash such as Thunder and Array Flash such as XtremIO?
VFCache & Thunder are server-side offerings without array features. XtremIO is a storage array with data services like replication, native data deduplication and High Availability. Depending on the use case, the customer would choose which is a superior tool for what they’re looking to achieve. As one press article noted, EMC is the Baskin Robbins of Flash, we offer a compete set of superior technology options to cover every use case.
Baskin Robbins?
An Ice cream franchise which offers over 1000 flavours.
If the vast amount of storage will be provided by Hybrid arrays, what is left for a specialized All Flash Array (AFA) like XtremIO?
And now we can turn to product specifics, we see AFAs being used for specific and targeted use cases where extreme performance is required, such as for clustered databases, high performance trading and thin clients. Those are potential targeted use cases, are meaningful and are critically important for our customers.
Do you see this competing against Exadata from a performance standpoint?
When it comes to that we have multiple tools depending on the customer use case. Obviously one is our Greenplum Analytics Appliance, another is VFCache/Thunder in combination with our hybrid arrays, yet another is an optimization solution with DBClassify. However, XtremIO is clearly another tool to bring extreme performance to our customers.
There’s a large number of startups in the All Flash space and they’re moving in a lot of different directions. How did EMC make it’s choice in a crowded market and why move so fast?
It’s crowded because it can create so much disruption. We pursued XtremIO as we saw it as the most differentiated technology amongst everyone in that market. It’s scale out block storage designed to leverage the unique capabilities of solid state media. While early, we are quite comfortable that moving quickly allowed us to get the pick of the litter.
Some of the raft of start ups in that space will get bought up, others will just dry up and blow away but EMC is in that space and driving the disruption as it occurs.
Lets move on to VMAX. VMAX Service Provider announcement last week and a new addition to the VMAX family with the VMAX 40K this week. I’ve always thought of VMAX as ‘the mainframe of storage arrays’, who is the target customer for VMAX these days?
Unquestionably VMAX is the most powerful and trusted array in the industry, designed as a mission critical, high QOS storage product.
Mission critical databases, mainframe applications and mammoth scale environments in industries such as financial services, telecommunications, transportation, etc. have and continue to prefer VMAX in those environments.
Referring to it as the "storage mainframe" given its scale, reliability and longevity is certainly appropriate. However, given the range of the VMAX 10, VMAX 20 and now VMAX SP, we see that customers also want the high quality of service value of VMAX in other setting as well.
Thus, this family of offerings allows us to reach new price points and satisfy new use cases with the brand and quality that only VMAX has to offer.
VNX has been very well received since launch and gaining ground due to ease of management with Unisphere and things like VNXe kicking ass in the channel. What input did you have into that product family before launch? There seems to be a different approach with VNX then there was back in the CX/NS days.
VNX is a huge success in the marketplace and we expect today's announcement along with a strong roadmap to continue that momentum. Mid range competitors have felt that success and we are now the fastest growing mid range product.
When I joined EMC two and a half years ago, the strategy for VNX was already well underway. My contribution was in encouraging the team to accelerate while assuring they had the focus and support to deliver. They did and I'm proud of them for it.
Isilon, growing out of vertical segments and into primary storage. How do you see Isilon progressing over the next few years?
Isilon is on fire. It is a great product and EMC leverage has led it to 100%+ growth rates. The Mavericks release we’re talking about at EMC World will expand the use cases beyond the tradition media, medical & service providers cases that have been its hallmark to date. Given EMC's sales strength in these areas and in the enterprise, we expect its growth rate to remain extremely high.
In the long term, we expect Isilon to become the predominate NAS platform in the industry.
The last time we spoke, you were studying corporate finance and recently were on the EMC earnings call. How’s this new side of your job going?
EMC has been very good to me personally. I needed to go from silicon to system, from OEM to end user, learn about enterprise sales and support and fill in gaps like corporate finance in my knowledge base. Overall, EMC is doing great and I'm doing great at EMC. Joe has asked all of us on the leadership to step up to larger roles and its great to have those opportunities.
What are you reading at the moment?
Right now I'm readying “On China” by Henry Kissinger. A fascinating read for anyone doing business in Asia. I'm also readying “Thinking Fast and Slow” by Daniel Kahnman. On the spiritual side I'm reading The Man God Uses by Henry Blackabee.
What’s the most interesting or most fun piece of consumer technology you’ve bought recently?
I haven’t bought much lately! I guess work has been keeping me too busy.
The last piece of tech I bought was the iPad 3 or “The New iPad” to give it it’s proper title. The screen is great, the LTE support is noticeable but the thicker size/weight are a step back from the iPad 2, which is now my wife's and the gen one iPad, which is now my daughter’s. The world has clearly moved on past the PC as the nexus of innovation. For a guy who spent the majority of his career in the PC industry, it is both difficult to watch but also exhilarating for an entire new industry of innovation to emerge.
Thanks Pat!
Enjoy the show, Mark.
