News
4/23/2008
08:44 PM
Terry Sweeney
Terry Sweeney
Commentary
Connect Directly
RSS
E-Mail
50%
50%

Are EMC And IBM Reliable Storage Bellwethers?

Their success is no guarantee of success for other vendors, but dismal results from these two companies would augur poorly for the rest of the storage industry, to say the least. And quite apart from my glass half-empty outlook, I'm not sure how much weight to give the recent positive financial performance from EMC and IBM.

Their success is no guarantee of success for other vendors, but dismal results from these two companies would augur poorly for the rest of the storage industry, to say the least. And quite apart from my glass half-empty outlook, I'm not sure how much weight to give the recent positive financial performance from EMC and IBM.No market forecasters are saying we've hit bottom with this rocky economy. And there's plenty of evidence that some storage vendors aren't weathering this hiccup or recession as well as they'd like. Still, VCs haven't been shy when it comes to ponying up more money for storage startups -- or pulling the plug.

Maybe a company like Isilon Systems, which has had it shares of ups and downs in the last 12 months, is a better barometer. The clustered storage space in which it plays is a good overall measure of storage spending and customer confidence. And though Isilon has largely weathered some tough times, it's unclear how it and other midsized storage vendors will come through this current economic period.

This article does a good job capturing the pervading sense of uncertainty, as we all wait to see how bad the mortgage crisis really is, or if another Bear Stearns is lurking in Wall Street's midst. Does it really matter if storage vendors begin deriving more revenue from software and services than hardware -- isn't that what big guys like EMC, NetApp, and IBM have been building toward?

Take this to the bank: There's more churn ahead -- not just in my gut after opening my 401(k) statements, but in a market where costs are rising, demand is slowing, and fear is rampant.

Those aren't such welcome bellwethers either.

Comment  | 
Print  | 
More Insights
Register for Dark Reading Newsletters
White Papers
Cartoon
Current Issue
Flash Poll
Threat Intel Today
Threat Intel Today
The 397 respondents to our new survey buy into using intel to stay ahead of attackers: 85% say threat intelligence plays some role in their IT security strategies, and many of them subscribe to two or more third-party feeds; 10% leverage five or more.
Video
Slideshows
Twitter Feed
Dark Reading - Bug Report
Bug Report
Enterprise Vulnerabilities
From DHS/US-CERT's National Vulnerability Database
CVE-2014-3352
Published: 2014-08-30
Cisco Intelligent Automation for Cloud (aka Cisco Cloud Portal) 2008.3_SP9 and earlier does not properly consider whether a session is a problematic NULL session, which allows remote attackers to obtain sensitive information via crafted packets, related to an "iFrame vulnerability," aka Bug ID CSCuh...

CVE-2014-3908
Published: 2014-08-30
The Amazon.com Kindle application before 4.5.0 for Android does not verify X.509 certificates from SSL servers, which allows man-in-the-middle attackers to spoof servers and obtain sensitive information via a crafted certificate.

CVE-2010-5110
Published: 2014-08-29
DCTStream.cc in Poppler before 0.13.3 allows remote attackers to cause a denial of service (crash) via a crafted PDF file.

CVE-2012-1503
Published: 2014-08-29
Cross-site scripting (XSS) vulnerability in Six Apart (formerly Six Apart KK) Movable Type (MT) Pro 5.13 allows remote attackers to inject arbitrary web script or HTML via the comment section.

CVE-2013-5467
Published: 2014-08-29
Monitoring Agent for UNIX Logs 6.2.0 through FP03, 6.2.1 through FP04, 6.2.2 through FP09, and 6.2.3 through FP04 and Monitoring Server (ms) and Shared Libraries (ax) 6.2.0 through FP03, 6.2.1 through FP04, 6.2.2 through FP08, 6.2.3 through FP01, and 6.3.0 through FP01 in IBM Tivoli Monitoring (ITM)...

Best of the Web
Dark Reading Radio
Archived Dark Reading Radio
This episode of Dark Reading Radio looks at infosec security from the big enterprise POV with interviews featuring Ron Plesco, Cyber Investigations, Intelligence & Analytics at KPMG; and Chris Inglis & Chris Bell of Securonix.