"Dell is moving from being a company that sells storage to being a storage company," says Carter George, executive director of storage strategy at Dell, during an interview last week in San Francisco. He came to Dell through the Ocarina acquisition. While acknowledging that the Compellent deal means that Dell will probably be selling less EMC storage hardware, the two companies signed a new, five-year reseller agreement the week before. George declined to discuss the terms.
George laid out Dell's storage product road map that has been developed mostly through four recent acquisitions. In addition its acquisitions of Compellent and Ocarina, Dell paid $1.4 billion for SAN hardware vendor EqualLogic in 2008 and $12 million for network-attached storage (NAS) vendor Exanet in February 2010. Exanet is a direct competitor NetApp, the market leader in NAS storage systems.
Acquisition activity in storage heated up last year when Dell engaged in a bidding war for high-end storage vendor 3Par; HP prevailed with a bid of $2.35 billion. With Dell's acquisitions, it now manufactures hardware based on the two principal types of storage platforms: SAN is also known as block storage and NAS is also known as file storage.
The idea behind the Exanet acquisition is to take the Exanet file system and make file-based versions of Compellent and EqualLogic hardware to be sold alongside their block storage systems. These systems should hit the market sometime in the first half of 2011, George says. The Ocarina Networks' compression deduplication software should be rolled out across all Dell product lines sometime in the second half of the year.
Dell calls its new storage strategy Dell's Fluid Data Architecture because it stores data across all architectures--NAS and SAN--and supports multiple storage formats, specifically solid state drive (SSD) flash-based, serial-attached SCSI (SAS) and Serial Advanced Technology Attachment (SATA). By supporting all those standards, "fluid" means "that the data flows to the right place," George explains.