News
4/12/2008
12:43 PM
Terry Sweeney
Terry Sweeney
Commentary
Connect Directly
RSS
E-Mail
50%
50%

The Temperature Of Storage

Why can't I look away from the morning weather report, or just turn the page when I come across the odds-makers' lines on the sports section? Maybe it's the control freak in me. Or that I want to believe some mere mortal really knows how this will all turn out. Maybe I just want information, even if it's deemed reliable but not guaranteed. I try to remember all this as I read the temperature taking going on in the storage industry, against a backdrop of bankruptcies, foreclosures, and r

Why can't I look away from the morning weather report, or just turn the page when I come across the odds-makers' lines on the sports section? Maybe it's the control freak in me. Or that I want to believe some mere mortal really knows how this will all turn out. Maybe I just want information, even if it's deemed reliable but not guaranteed.

I try to remember all this as I read the temperature taking going on in the storage industry, against a backdrop of bankruptcies, foreclosures, and record energy prices.Kaushik Roy of Pacific Growth Equities this week found a silver lining outside the U.S., pointing to strong revenue in Europe and the Middle East; the strength of the euro currency also will help storage vendors here, he adds, in an investment note from Monday.

"April is looking fine, but we are not sure how things might shape up in May and June. As such, we believe that companies could be very cautious with their CQ2 guidance. Nonetheless, we do not believe that companies who provide yearly guidance (such as IBM, EMC, etc.) will cut C2008 guidance when they report CQ1," he wrote.

Likewise, overall IT spending appears to be holding up OK, and "enterprise storage seems to be doing slightly better than other segments of IT, primarily driven by data growth, regulatory compliance, increased priority of disaster/recovery, and business continuity plans by SMBs," Roy added.

I like his cautious optimism, and was even happy to hear about the strength of the euro for the first time, uhh, ever.

R.W. Baird's Jayson Nolan did his own temperature taking at the Storage Networking World show in Orlando this past week. He pointed to Ethernet and solid state drives (SSDs) as technologies to stay focused on, and views vendors' energy savings efforts as cause for his own cautious optimism.

"Though the push for 'Green' is unlikely to drive incremental spend given constrained IT budgets, we believe power and cost savings metrics will be an increasingly important differentiator for vendors," Nolan wrote in an e-mail this week. "Some key technologies to achieve these outcomes are server virtualization, data deduplication, and blade-based systems (footprint reduction)."

Like meteorology, economic forecasting claims to be a science; it's just not always a reliable one. So whether we're talking about rain or RAID, it's smart to remember the last word can only be had in retrospect.

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.