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Market Roundup |
May
3, 2002
This Week
The Bionic Network System: IBM Thinks So
EMC Launches Centera: New Storage Solution
Designed for Fixed Content
Digital TV Gets a Boost? What Follows is Much More
Interesting
This week marked the one-year anniversary of IBM’s Project
eLiza by rolling out a new series of features aimed at eventually providing a
self-healing, self-managing computer and network environment. IBM has dubbed
this over-arching goal as “autonomic computing,” and its latest offerings are
designed to ease IT manager hand-on intervention in ongoing system and network
maintenance, management, and reconfiguration. Among the offerings announced
were the Enterprise Workload Manager, Enterprise Identity Manager, and the ITS
Electronic Service Agent. The Workload Manager automatically measures usage of
applications and network capacity to balance and enhance performance among a
group of servers. This technology is designed to not only work with IBM
products, but also those running Microsoft, Linux, or UNIX operating systems.
The Identity Manager allows IT to more easily assign rights and privileges to
users, enabling them to move across a multi-server network without constantly
have to re-enter authentication information. The Electronic Service Agent will
allow for more automated delivery of diagnostic and repair solutions on IBM
eServers. IBM said it would begin beta testing these new offerings with final
delivery by the end of the year.
IBM seems to be listening to the market by offering
technology that will improve the innate intelligence of enterprise networks.
While others like Sun and HP have made announcements in this direction, none
seem to have been able to put both real products and a coherent message behind
those products. IBM’s three latest additions to the Project eLiza initiative
tell us that IBM understands enterprise networks have become simply too
complex, and demand too much near-real-time flexibility to be managed manually.
In other words, IBM recognizes that it is time to automate the traffic signals.
The present enterprise IT landscape is increasingly complex, but it is not at the point that it can’t be managed (at least nominally) by hand. The good news for IBM — and bad news for those companies lagging behind in this space — is that the market for these products is just around the corner, driven by the intersection of the high costs of IT personnel and a languid economy demanding more capability at higher efficiency. We suspect the demands placed on IT infrastructure by business requirements like automatic software updating, video conferencing, mobile access, multi-form factor access, heterogeneous operating system environments, cross company partnerships, and integration are the kinds of things that make enterprise IT managers wake up in the middle of the night in a cold sweat. Perhaps this is the lot of enterprise IT personnel for all eternity, regardless of the level of autonomic computing IBM delivers. But we suspect such nights will be less frequent for these folks. In the short term, we can foresee IBM’s competitors losing more sleep as the value and need for such offerings turn from wistful daydreaming to outright commercial necessity.
EMC this week announced EMC Centera, a software-driven,
online storage architecture designed to address the unique information storage
requirements of fixed content such as electronic documents, digital x-rays,
movies, email, check images, and broadcast content. The company indicated this
is the first Content Addressable Storage (CAS) solution to hit the market. EMC
Centera employs content-based software that seeks to simplify management,
reduce costs, and ensure content uniqueness while delivering the scalability
needed for terabyte- to petabyte-level fixed content requirements. Notable
Centera partners include Agfa HealthCare, Cap Gemini Ernst & Young,
CommVault, Computer Science Corporation, Documentum, FileTek, Fujitsu,
Hummingbird, IXOS, Kodak Medical Imaging, KPMG, Legato, Mobius, Sarnoff, Scientific
Software, and Virage among others. EMC Centera is available immediately. List
price starts at $101,500 for Centera hardware and $103,200 for Centera software,
collectively representing $204,700 for a 5-terabyte protected or 10-terabyte
raw capacity system configuration. Centera implementations scale from 5-terabytes
(protected) to more than one petabyte, in 2.5-terabyte increments.
As growth in the number of network-based applications and
interconnected networks continues, it is generally understood that there is a
corresponding growth in computation and connectivity. Yet an oft-overlooked
reality is that all of this computing and connecting results in more data that
needs to be intelligently stored and managed. There have been many developments
in NAS and SAN in recent years, and these have provided a valuable storage
solution, but they are physically oriented in nature and require that the user
have some understanding of where data is located in order to access it. At the
same time Internet and Intranet deployments have driven the number of
transactions upward, but these networks also drove a new type of content that
is static in nature and whose usage patterns can tamper off dramatically yet
need to be accessible at a moment’s notice. This growth and changing nature of
data can incur additional management burdens such as ensuring that appropriate
data resides within the appropriate storage solution and that the solution is
effectively utilized without approaching dangerous loading levels and so forth.
We believe the new approach taken by EMC Centera addresses many of the critical storage issues that enterprises face including ease of storage and retrieval, scalability, non-linear usage patterns, and the reality of network-based applications and Web Services. The growing complexity of network applications and content is driving the need for full service intelligent storage; in effect, storage that is as easy to use as any other network service. The coat check approach of Centera frees application developers and users from needing to know where data physically lies, which can in turn make data more easily accessible for additional applications and uses. Given the recent UC Berkeley study that found that the amount of electronic information continues to double every year and more than 50% of all new digital information is fixed content, this approach seems well positioned to meet the burgeoning demands for intelligent information storage, access, and management. Although there are storage specialists who would prefer to maintain the complexity (and anxiety) of many current storage solutions, we believe EMC’s approach offers a glimpse into a future where storage can be made simpler, more cost effective, and perhaps even transparent to the end user.
Senator John McCain this week scolded television
broadcasters for their failure to meet a federal deadline to broadcast digital
television signals. McCain also threatened Congressional intervention if the
broadcast television industry did not speed up the transition from analog
signals to digital technology. Broadcasters have until 2006 to complete the
transition to digital television and eliminate their analog (NTSC)
transmissions. According to the National Association of Broadcasters, 324
television stations are broadcasting a digital signal, despite the limited
market penetration of HDTV receivers. Meanwhile, cable television industry
groups promised to meet a set of voluntary guidelines established by FCC
chairman Michael Powell earlier this year. The ten largest cable operators —
AT&T Broadband, AOL Time Warner, Comcast, Charter, and Cox among them —
promised to offer HDTV capable services by January 1, 2003 to the 100 largest
cable markets with more than 25,000 subscribers. The FCC guidelines ask cable
companies and broadcasters to speed the adoption rates of digital television,
as well as pushing manufactures to phase out NTSC TV sets by the end of 2006.
Senator McCain may have a beef with television
broadcasters, or he may have political motivations, but it is clear that
something has to drive the availability and hence market penetration of digital
TV signals and capable receivers, be they TV, computer, or wristwatch. While
Commissioner Powell’s guidelines are voluntary, McCain’s threat of
Congressional intervention should serve as a motivating force. Often spoken of
in hushed tones, the Holy Grail of a television/Internet convergence has
largely been in the realm of fantasy, stymied in large part by a TV resolution
standard set in 1939 when screen sizes were often 8 inches or less in size. If
McCain and Powell are effective in speeding the adoption of digital TV, we
believe that the grail might be attainable.
Digital TV not only means better picture quality, but more importantly it implies increasingly sophisticated and complex interactions between the broadcaster, cable/satellite provider, and the consumer. HDTV’s significantly higher resolution provides not only a realistic platform for email (perhaps in a window on a wide screen set), it also portends the development and distribution of sophisticated set-top or integrated service boxes placed in consumers’ homes. These boxes, which the cable industry pledged to begin purchasing, still have substantial evolution in order to not only enable digital TV and Internet convergence, but potentially to rewrite the rules for information and entertainment delivery and distribution within the home. Already HDTV capable TV sets are being offered with IEEE 1394 (Firewire) technology to allow other devices such as computers, sound systems, DVD players, VCRs, etc., to be connected with a single “plug-and-play” wire. Here the television has the potential to become a home server connecting a myriad of devices and new services. It’s unclear whether Senator McCain sees the industry attempting to stall the complete cut-over to HDTV the way US auto manufacturers tried to delay the implementation of pollution standards in the 1970s, resulting in some of the worst operating vehicles of modern times. We wonder if too many tech companies have written off the Holy Convergence as pure fantasy. We believe the opportunity has much more form and substance than a myth. Foot dragging by the industry will not only hurt the entertainment industry, but will likely have a negative impact on telecommunications, computing, the Internet, and the adoption of Service Computing an integral part of our lives.
The
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