Comment from: the storage anarchist [Visitor] · http://thestorageanarchist.com
Well said.
12/09/09 @ 10:42
Comment from: marc farley [Visitor] · http://www.storagerap.com
I agree, well said. It's no slight to Compellent to say that FAST from EMC puts online data movement in the mainstream. Its also clear that Compellent will need to continue to upgrade Data Progression if they want to continue to claim leadership in this category.
12/09/09 @ 11:57
Comment from: Tony Asaro [Member] Email
Thanks Marc. I am not sure that Compellent needs to do much more innovation around Data Progression unless they are going to go after the bigger customers. I think for their sweet spot they are in good shape. Thanks for the feedback, brother!

Tony
12/10/09 @ 00:04
Comment from: Enrico Signoretti [Visitor] · http://www.cinetica.it/blog
Tony,
I think Compellent needs to go further and develop a federated infrastructure with the ability to move LUNs between arrays, Load balancing and horizontal scaling to get a big enterprise system with standard building blocks managed as a single one!

Enrico
12/10/09 @ 06:24
Comment from: Tony Asaro [Member] Email
Enrico,

It is interesting - I had a conversation with them about what you propose maybe four years ago. And their answer was - "why". Yes, all of the things you mentioned can add value but it doesn't impact the lion share of the market. Especially not the market that Compellent is going after.

One could argue that things have changed over the last four years and there is more of a need for a scale out or federated architecture. But I don't believe that is true for them. I believe that Compellent can reach a billion dollars in revenue with the solution they have.

IT vendors have to be careful and not move towards every shiny object that presents itself. Instead, they need to understand the requirements of the majority of market.

Additionally, they need to understand what battles to fight - going after the large Enterprise customers is not what I would recommend.
12/10/09 @ 13:29
Comment from: the storage anarchist [Visitor] · http://thestorageanarchist.com
Really? A $BILLION?

Even if (when) the established vendors implement similar features? I mean, FAST (et al) is just another storage feature that everyone will (evenutally) support, much as is thin provisioning or VMware integration - right?

Or are you saying that it's break-away differentiation and Compellent enjoys a defensible market segment?

Seriously - I'm curious.
12/10/09 @ 16:31
Comment from: Tony Asaro [Member] Email
Barry - good discussion.

Well first I said that Compellent \"could\" reach a billion - not saying that they necessarily will. In other words, the midrange market is such that there is certainly enough market opportunity for them to achieve this with the capabilities that they have today.

There is no silver bullet, new feature or capability that will change the landscape for them - and I am saying they don't need it. Certainly the things that Enrico suggested would not add that much to their top line. Rather, their continued success requires business execution year after year after year.

Additionally, going after higher end environments would most likely detract from their current go-to-market focus and hurt them.

Remember that features may appear similar but often what is comparable on paper is not so in the real world. Additionally, it is the overall experience of working with the product and the vendor that also matters. Compellent has an excellent storage system - it is feature-rich and it is very easy to use. And that ease of use extends over its life cycle - which is very important.

Compare LeftHand and EqualLogic. Arguably, LeftHand had some advanced technologies that EqualLogic did not - such as a true clustered n-way architecture - one of the very things that Enrico is talking about. And yet, EqualLogic executed on their business much more successfully than LeftHand.

At the stage that Compellent is at - the MOST important thing for them is executing on sales with laser-like focus. They need to become a machine. And perhaps they have achieved this already - I haven't spoken to them in some time. But that is more important than feature-creep.

In any case, my blog wasn't about Compellent. But it is a good discussion :)
12/10/09 @ 18:59
Comment from: Liem Nguyen [Visitor] · http://www.compellentblog.com
Agree, great discussion, Tony, thanks for starting it! Compellent naturally has ambitions to grow our company, and the storage market is big enough for Compellent to share with EMC and 3Par. :-)

Enrico and Tony are right - federation of arrays is something we’ve discussed; we realize a super SAN structure like that offers a lot of advantages for end users. Though Compellent continues to focus on the midsized enterprise, we also recognize large enterprises can benefit from our features. We’ll definitely continue to expand usage models and functionality for automated tiered storage. A persistent, modular architecture—which is what we base Storage Center on-- provides a lot of flexibility in the way it supports new SW and HW tech as they emerge (Infiniband, FCOE, 10GbE, etc). That’s why we’ve been able to add support for SSD with automated tiered storage without having to introduce a new model. We’ll have more info to share over in 2010.
12/11/09 @ 10:59
Comment from: Tony Asaro [Member] Email
Liem - Let me make a correction to my position - while I agree that you should go after large Enterprises - you should compete for the midrange applications and not go after the high-end stuff. In other words, compete for the 100s of CLARiiONs that these customers have versus the handful of DMX systems.

Tony
12/11/09 @ 11:20
Comment from: Liem Nguyen [Visitor] · http://www.compellentblog.com
Right, we're not changing our DNA. We just want to make sure we have the products, services and team in place that can support customers of all sizes. That's how we'll grow. As you pointed out, there are 100s, if not 1000s, of midsized enterprises that have good choices to make for storage. Of course, we'd love it if they'd choose us. :)
12/11/09 @ 11:40

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