Ziya Aral, CTO of DataCore, “It is inevitable that, over time, software will be separated from the underlying storage hardware to form an independent layer. It’s the software that breaks.” Adding more and more software to the array controller is a fool’s errand.
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Interesting perspective; at the same time vertical integration in the rest of the technology industry seems to be gaining speed with the Oracle/Sun deal, the entire Apple iTunes/iPhone/AT&T/iPod situation (and Apple’s hope to tie the Mac into this somehow, someway), and Google’s anticipated moves with Android in terms of their delivery of the telephone.
One of the better articles I’ve read on the overall trend is over at Harvard Business Review and is entitled “Why Vertical Integration is Making a Comeback” (http://blogs.hbr.org/hbr/mcgrath/2009/12/vertical-integration-can-work.html) The point cogently argued is summarized in the article as:
“Vertical integration makes complete sense for a company that innovates by dramatically changing the customer’s experience.”
If you embrace this position, then the question is whether any vendors will be able to create a value proposition around dramatically changing the customer’s experience.
Mark Campbell
http://www.unitrends.com/weblog
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