VMWorld Wraps Up – EMC, Stealth Storage, and More

This year’s VMWorld ended with a bang–as rock legend Foreigner played for a crowd of 10,000 virtualization fanatics at the Yerba Buena Center in S.F. This really was one heck of a jampacked and exciting event. It is clear that this is becoming one of the key shows for the virtualization and storage markets. There were two–count ‘em!–EMC acquisitions. The big buzzword was “cloud.” There were more than a few product launches, and even a few new companies on the scene.

On a more personal note, this was a great way to connect with a whole lot of storage bloggers that I’d met online but not in person. The storage “tweetup” on Tuesday evening drew a crowd that could be called a veritable who’s who of the storage blogging community, including Marc Farley, Stephen Foskett, “HPStorageGuy” Calvin Zito, NetApp’s Alex McDonald, Dave Vellante of Wikibon, Ed Saipetch, “Storagenerve” Devang Panchigar, and others. I also met EMC bloggers Dave Graham and Chad Sakac, and NetApp blogger Vaughn Stewart. What a talented community!

One thing that made VMWorld stand out was the diversity of companies represented there–from huge heavyweights such as EMC to newish tech cos. like Veeam to startups just coming out of stealth. Perhaps the hottest of these new entrants was EvoStor–which I mentioned in yesterday’s post. As Storage Switzerland’s George Crump says in a recent VMWorld dispatch on Byte and Switch:

“EvoStor, a VMware only, first that I have seen, storage solution. This is more than focus, this is exclusive support of a single environment … The system is basically a storage grid similar to other scale-out models like LeftHand or Isilon but again, focused on VMware.”

Also this week, EMC went on a shopping spree. Tuesday, we learned it had picked up e-discovery specialist Kazeon. As Stephen Foskett notes in Gestalt IT, “EMC will likely integrate the Kazeon technology with their SourceOne archiving and discovery platform.” He also says that while EMC probably paid a fair price for the technology–just $75 million–it’s not without its challenges.

A day earlier, on the first day of VMWorld, EMC announced it had acquired “application image management” company FastScale. On his blog, Chuck Hollis describes this as the final piece in a puzzle that it has been assembling for some time with Ionix. He calls their method of prepping images for virtualization “predupe,” reducing footprint in memory.

As Beth Pariseau writes in Storage Soup, the FastScale acqui is a sign that EMC and VMWare are acting more like two interrelated companies. The more logical acquirer would be VMWare, since this is a server virtualization company. This could signal a shift in focus away from their purely hands-off approach that meant that it sometimes even signed agreements with EMC arch-competitor NetApp. Time will tell where this is leading.

There’s much more to say about the show, but this will have to do for now.