What if a plumber built your house? - Eye on Blades Blog: Trends in Infrastructure -
What if a plumber built your house?

Nine months ago, I started to build a house. This week was all about tying up loose ends. We're only days away from moving in. One such loose end was the mystery of the missing faucet.  It was a cool bronze faucet I picked up on eBay for a song.  Forgotten in my trunk, I never gave it to the plumber. 

As the plumber came today to install it, he handed me a change order for $175 - something about the valve and trim weren't compatible!?!  The faucet was in and the plumber was out in five minutes flat. He also warned me not to cry to him if it breaks. Sigh. 

I'm really glad my plumber didn't build my house.

  • The house budget would have come in just shy of a one billion dollars. I promise you, on a per hour basis, my plumber walked away with 10x more profit than my builder.
  • Faucets would have been the focal point of every room.  I even suspect the pipes would be outside of the walls.
  • All pipes and faucets would be made of 24k gold.  The rest of the house, crape paper.

If you want to build a house, hire a custom builder.  They can see your vision. They grasp the big picture and they know how to bring the pieces together.  Most importantly, they know how to execute it.  Custom builders also know your budget and they don't get paid if they bust it. 

That brings me to this article today from Lippis group.  The title is "Are Cisco, HP and IBM on Data Center Collision Course?" It's clear to me that Cisco is taking a plumbers' view to the next generation datacenter. Or a "packet plumber" view if you will. 

This article does a great job of posing some interesting questions of Cisco while clearly drawing the lines between different approaches already being executed in the market, i.e. Adaptive Infrastructure.  James Staten at Forrester echoed some of these sentiments in a recent post as well.

Here are some of the quotes and questions that popped out to me:

  • "Cisco’s Data Center 3.0 initiative is its vision to orchestrate virtual IT." - What data center is virtual only?  Convergence is needed in the data center - not divergence.  Virtual and physcial can not be addressed separately with different tools, processes, etc.  There needs to be a master plan for physical and virtual to minimize the proliferation of different tools, control conflicts and poorly managed processes.
  • "Its products include the Nexus family of data center switches including the Nexus 7000, a high-density 10Gbs Ethernet core switch; Nexus 5000 . . . "  followed by "Cisco Nexus family provides customers with a granular path to add capacity and capabilities to the data center network while allowing customers to have the ability to leverage their existing and continued investment in Catalyst." The granular path is a little unclear here for Catalyst and IOS folks.  Exactly how does Cisco's vision include the millions of Catalyst and IOS products out there? 
  • "But here’s the rub: business models."  Quite a rub indeed.  HP has a proven history of driving out cost across the data center.  Possibly the only player in that can do it on all four axis in the data center - compute, storage, networking, and facilities.  Will Cisco drive down network costs the way HP has driven down compute and facilities costs?  We think it takes a lot more effort than addressing FCoE to get there. 

The final assertion I saw was that Cisco thinks that "HP and IBM will be painted as legacy data center players."  I guess I'm okay with that as our legacy. 

HP knows data centers.  Cisco knows networks.  Which one do you want to build your house?

 


Posted 02-13-2009 2:51 AM by newtonja

Comments

Schratboy wrote re: What if a plumber built your house?
on 02-13-2009 3:02 PM

The data center collision course occured back in 99-2000. Of course, it crashed directly after the CLEC market went KERPLOP. Lots of hosting centers were build and I can't imagine that they've gone awway. Most of them were focused on enterprise services, the very markets now that are in a tailspiin. Whether data centers, cloud computing or managed services, all are tied together with healthy doses of smoke, mirrors and hype.

Ryan wrote re: What if a plumber built your house?
on 02-18-2009 8:11 PM

I think you may have this in reverse. Clearly HP is the plumber. The plumber only wants to sell services because the infrastructure has been pushed to commodities. "Bring in services and a consultant to help you, don't worry about the man behind the curtain". HP has driven commodity products for years but has lost tremendous market share in the network business. Their new CEO has come forward and mentioned that we were asleep at the wheel and now want to put features into our networking equipment so that we are relevant again. You mean be more like Cisco? Unfortunatley the time table has put them both right in the middle of the DC market inflection points.  For example, Cisco (part) owner of VMWare has developed in conjunction with VMWare a software based switch that works within the hypervisor to give back visibility and control to iSCSI and VM environments. But here's the kicker, this hardware version of the Nexus allows the customer to utilize iSCSI, FCOE, or Fiber Chcannel in the same switch while working with VMotion to further enhance redundancy and day-to day management of processes that have moved to virtualized enviroments. Everything is certainly not virtualized but there is a trend where more and more services are shifting to a VM environment. iSCSI has it's place for some data centers, even for some services in larger data centers. The point being the flexibility to use either iSCSI, FCOE, and FC and Ethernet. HP may have driven out cost for certain products because they were forced to by other players IBM, Dell, Compaq (merged arguably because of commodities market share). But when they tried to take the intelligence away from the network gear, they failed. They are trying deperately bring it back to compete. Driving out cost is not just about gear, look at services consolidation... remember Voice Over, just as Cisco gobbled up the opportunity at a market inflection point there, they are targeting that here as well (Data Center.) Think of Nexus as a unifier for ethernet, FC, FCOE, and iSCSI. Oddly enough HP is targeting the same with VirtualConnect. HP is playing catchup here and it seems even more evident by the fact instead of coming out with a mechanism to drive down the cost for consumers moving to virtualization, they capitalized on selling more and more blade servers. Instead of coming out with a blade server that could handle more of the load, they chose to sell more inferior ones at commodity prices and use the illusion that that model was less expensive while customers were falling over themselves trying to figure out how to manage all the cables, how to manage the consolidation of one technology to the other, iSCSI to FC, and to newer FCOE. How to get visibility and reports back into virtualized Ethernet and etc. Those are solutions that customers are looking for. Not a design consultant to tell them they need more blade servers.

newtonja wrote re: What if a plumber built your house?
on 02-18-2009 8:45 PM

Ryan, thank you for sharing your thoughts with us.

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