Blade Servers - IMEX Research

Blade Servers
The next Tsunami in
Computing &
Communications
An Industry Report
2010
Author: Anil Vasudeva
Chief Analyst, IMEX Research
IMEX
R E S E A R C H

T A B L E O F C O N T E N T S
1. Executive Summary
The rise of Blade Computing........................................................... 2
Data Center Requirements......................................................................................... 2
Advantages of using Blade Servers.......................................................................... 3
Blade Architecture ...................................................................................................... 5
Market Dynamics.............................................................................. 6
Blade Servers - WW Market Opportunity .................................................................. 6
Growth Drivers for Blade Servers ............................................................................. 6
Volume driven economics.......................................................................................... 6
Market Segmentation by Applications ........................................... 7
Product Requirements in 3 Tier Computing............................................................. 7
Product Requirements in 3 Tier Computing............................................................. 8
Blade Server Management............................................................... 9
Unique Management requirements for Blade Servers ............................................ 9
Unique Management requirements for Blade Servers .......................................... 10
Standardization in Blade Servers ................................................. 10
Key Blade Server Technologies.................................................... 11
Storage for Blade Servers........................................................................................ 11
Market Opportunity Sizing............................................................. 12
Blade Server market - on steroids........................................................................... 12
Competitive Positioning & Strategies of Players ........................ 14
Market Share Leaders............................................................................................... 14
IBM the new leader in Blade Servers ...................................................................... 14
Intel spreads its wings in blades ............................................................................. 14
Status of Blade Servers Marketplace 2010 .................................. 15
A new de facto blade server standard emerges..................................................... 15
Industry Structure .......................................................................... 16
Manufacturer, Channel, End Users by Verticals .................................................... 16
Blade Futures ................................................................................. 16
IP Everywhere - the Holy Grail ................................................................................. 16
Recommendations ......................................................................... 17
Recommendations for Vendors............................................................................... 17
Recommendations for EU ........................................................................................ 17
Recommendations for Investors 18
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2. Market Drivers & Industry Dynamics
The Rise of Blade Computing ......................................................... 3
Computer Architectures - Scaling Up vs. Scaling Out ............................................ 3
Deficiencies of Current Architectures....................................................................... 3
CISC vs. RISC..............................................................................................................................4
HW vs. SW Provisioning ..............................................................................................................5
The evolution of Blade Architectures ....................................................................... 5
Fabric Architecture for Blades......................................................................................................5
Shared I/O architectures ..............................................................................................................6
Growth Drivers for Blade Servers ............................................................................. 6
Towards de facto standardization ............................................................................. 7
Change is afoot on the server front. ......................................................................... 7
Intel Microprocessors Roadmap ............................................................................... 8
Xeon with 64 -bit extensions ........................................................................................................8
Xeon Product Line........................................................................................................................9
Itanium Product Line ....................................................................................................................9
Workload Types & Variations .................................................................................. 10
Managing Datacenters - Cost by Function Performed...............................................................10
Datacenter Workload Distribution ..............................................................................................10
Explosion in Data Base Size Growth....................................................................... 11
Scale-Up Versus Scale-Out Computing .................................................................. 11
WW Server Revenues by ScaleOut vs. ScaleUp Segments .....................................................12
Scaleout Computing...................................................................................................................12
Integration....................................................................................... 12
Interconnects............................................................................................................. 12
Interconnects in Supercomputers ..............................................................................................13
Another approach from the startups ..........................................................................................13
Clustered Computing................................................................................................ 15
Economics of Rack vs. Blade Servers ......................................... 16
Acquisition Costs...................................................................................................... 16
TCO Analysis............................................................................................................. 16
Assumptions...............................................................................................................................16
Evolution of the x86 Server Market............................................................................................18
Driving Factors Behind Blade Servers .......................................................................................18
Server Utilization and Quality-of-Service ...................................................................................19
Challenges .................................................................................................................................19
State of IT Spending 2010.............................................................. 20
Data Center Requirements ............................................................ 21
Data center Manageability .........................................................................................................21
Evolution of Storage for Blade Server Environments ........................................... 22
Blade Server Storage - Requirements .......................................... 25
All Blades Are Not Created Equal..............................................................................................25
Web/Edge Server Blades...........................................................................................................26
Flexible Midrange Server Blades ...............................................................................................26
Storage Blades...........................................................................................................................26
Rapid Increase in Areal Density Brings Opportunity..................................................................27
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Challenges of Blades and Networked Storage ..........................................................................27
Enterprise Class Reliability ........................................................................................................28
Data Security..............................................................................................................................28
Industry Road Map ......................................................................... 29
1st Generation Blade Servers .................................................................................. 29
Features .....................................................................................................................................29
2nd Generation Blade Servers................................................................................. 29
Second wave..............................................................................................................................29
Cost/tpm-c for Intel Industry Standard Servers vs. RISC Servers.............................................30
IP Everywhere - the Holy Grail ...................................................... 30
3. Market Segmentation & Product Requirements
Market Overview............................................................................... 3
Market Segmentation by Application ........................................................................ 3
Market Segmentation ....................................................................... 4
Market Segmentation by 3 Tier Computing .............................................................. 4
Tier-1 Edge Computing ..............................................................................................................4
Tier 2 Application Servers..........................................................................................................4
Tier-3 Back End Data Base Servers ..........................................................................................4
Product Requirements by Tiers-1, -2 & -3 Computing............................................. 5
Market Requirements in Tiered Computing .................................................................................5
Sizing of I/O Traffic in Tiered Computing .....................................................................................6
Computer Architectures - Scale-Up vs. Scale-Out ........................ 6
Market Segments by Platforms ....................................................... 6
Product Requirements by Platforms .............................................. 8
Blade Servers:Storage Requirements....................................................................... 8
Server Blade Interconnect Requirements................................................................. 8
Blades: “The Key Attribute is Making Data Centers Cost Less” ..................................................8
Interconnect for Server, Switch, Storage I/O Blades ...................................................................8
InfiniBandTM Switch Fabric Advantages .....................................................................................8
Market Segmentation by Applications ........................................... 8
HPC - Enterprise/DB ..................................................................................................................10
High Performance Computing ................................................................................. 11
Situation..................................................................................................................... 12
Scale-Out Approach to Problem Solving ...................................................................................12
Scale-Up Versus Scale-Out .......................................................................................................12
Solution...................................................................................................................... 13
High-Performance Relational Data Storage...............................................................................13
Scale-Up Parallelism..................................................................................................................14
Web Service-based Architectures..............................................................................................14
Benefits...................................................................................................................... 14
Performance and Utilization Improvements ...............................................................................15
Improved Productivity.................................................................................................................15
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Improved Manageability .............................................................................................................15
Real-Time Response and Integrated Results Management......................................................15
Conclusion..................................................................................................................................15
Market Segments by Vertical Markets.......................................... 15
Health/Medical........................................................................................................... 16
Financial/Banking ........................................................................................................ 16
Research/Academia ..................................................................................................... 17
Research Exploration/GIS........................................................................................ 17
High-density Linux clusters ........................................................................................................17
Imaging.......................................................................................................................................17
Oil & Gas Exploration.................................................................................................................17
Utilities .......................................................................................................................17
Entertainment............................................................................................................ 17
Graphics - Design & Rendering .................................................................................................17
Video, Film, Broadcast ...............................................................................................................18
Transportation........................................................................................................... 18
Engineering ............................................................................................................... 18
Manufacturing ........................................................................................................... 18
Government............................................................................................................... 18
Defense ...................................................................................................................... 18
Education................................................................................................................... 19
Clustering........................................................................................ 19
The Growing Market for Clustering ......................................................................... 19
The Benefits of Cluster Computing Solutions ....................................................... 19
Linux Expertise...........................................................................................................................19
High Performance ......................................................................................................................19
High Availability..........................................................................................................................20
Scalability ...................................................................................................................................20
Manageability .............................................................................................................................20
Cluster Applications ................................................................................................. 20
Cluster Product Requirements .................................................................................... 20
4. Market Demand Forecast & Market Shares
Blade Servers Market Forecast....................................................... 2
Standard Servers Market Size.................................................................................... 2
Blades, Racks vs. Tower Servers Penetration of Total WW Server Market........... 2
Servers Revenues by Form Factor ..............................................................................................2
Server Shipments by Form Factor ...............................................................................................2
Server Price Erosion by Form Factor...........................................................................................2
Blade Servers Market Opportunity Sizing...................................... 3
Bimodal Market ............................................................................................................................4
Blade Servers Market Forecast - Revenues, Units, ASP .............. 4
Blade Servers Market by Technology............................................. 6
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Blade Servers by Operating System ......................................................................... 7
WW Blade Market Forecast by Major Market Segments ......................................... 9
Blades Product Mix by Processor - 2010.................................................................. 9
Blades Price Erosion by Processor 2009-2013 ...................................................... 10
WW Blades Market Shares ............................................................ 11
IBM the new leader in Blade Servers ...................................................................... 11
Blade Servers - Vendor Shares................................................................................ 12
WW Blade Server Market Shares by quarter.............................................................................12
A new de facto blade server standard emerges ........................................................................12
Intel spreads its wings in blades ................................................................................................13
Telecom Blades Market.................................................................. 14
Total ATCA Blades (Server +NonServer) Shipments 2009-13 .............................. 14
ATCA Server Blade Shipments 2009-13.................................................................. 14
ATCA Server & Non-Server* Blade Shipments (Units #K) ................................... 15
ATCA Server Blade Shipments (Units #K)............................................................. 15
Impact of Stds Based xTCA Blades on cPCI SBC Sales ............ 16
Street Pricing - Blade Servers....................................................... 17
Storage for Blades.......................................................................... 18
Networking for Blades ................................................................... 20
5. Blades Technology
Key Blade Server Technologies...................................................... 3
Key technologies in Computing & Communications Blades.................................. 3
State of Progression of Key Technologies............................................................... 3
IP SAN..........................................................................................................................................3
Status of iSCSI.............................................................................................................................3
Industry Initiatives............................................................................ 4
Cisco, Network Appliance, qLogic ............................................................................ 4
Microsoft Initiative - Chimney.................................................................................... 5
TCP Chimney...............................................................................................................................5
RDMA Chimney ...........................................................................................................................5
Technology Challenges.............................................................................................. 5
RDMA ........................................................................................................................... 6
Market Acceptance of IP SANs .................................................................................. 7
Players in Blade Servers by Market Segment................................ 7
Vendors by Technology Segment ............................................................................. 7
HPC.................................................................................................... 7
What are High Performance Computing Clusters?......................................................................7
HPC History..................................................................................................................................8
HPC Architecture .........................................................................................................................8
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HPCC Building Block ...................................................................................................................8
Software Components..................................................................................................................9
Hardware Components ................................................................................................................9
Network and Server Interconnect.................................................................................................9
Management and Monitoring .....................................................................................................10
Networking Technologies.............................................................. 10
Evolution of 10 GbE.................................................................................................. 10
Marketplace and technical discontinuities will create unique and compelling opportunities: ....11
Tier-1: Web Servers .................................................................................................. 12
Goal............................................................................................................................................12
Key problems .............................................................................................................................12
Solutions.....................................................................................................................................12
Tier-2: Application Servers ...................................................................................... 12
Goal............................................................................................................................................12
Key problems .............................................................................................................................12
Solution space............................................................................................................................12
Tier 3: DB/Transactions............................................................................................ 12
Key problems .............................................................................................................................12
Solution space............................................................................................................................12
Typical Cluster Components ................................................................................... 13
Interconnect Contenders............................................................... 13
Interconnect - Fibre Channel......................................................... 13
Characteristics .......................................................................................................... 13
Status ......................................................................................................................... 14
Interconnect - InfiniBand ............................................................... 14
Interconnect - TCP/IP/Ethernet...................................................... 15
Characteristics .......................................................................................................... 15
Status ......................................................................................................................... 15
Opportunities............................................................................................................. 15
Technology................................................................................................................ 15
Comparison - Interconnect Fabrics .............................................. 16
State of Cluster Interconnect Fabrics.........................................................................................16
Technology Issues ......................................................................... 17
Bandwidth.................................................................................................................. 17
Storage....................................................................................................................... 17
Slowly Improving Technologies .............................................................................. 17
Latencies....................................................................................................................................17
WAN latency...............................................................................................................................17
LAN Latency...............................................................................................................................18
LAN II .........................................................................................................................................18
Scaling............................................................................................. 18
Memory Latency........................................................................................................ 18
TLB .............................................................................................................................18
Disk latency ............................................................................................................... 18
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Cache ......................................................................................................................... 18
OS latency.................................................................................................................. 18
Heat Transfer............................................................................................................. 19
Laptop chips are not the answer................................................................................................19
Desktops are not the answer .....................................................................................................19
Power Management is not the answer.......................................................................................19
Gut-Wrenching Nightmares ..................................................................................... 19
Issues - Summary ..................................................................................................... 19
Future: Application Aware Infrastructure .................................... 19
Application-centric Storage Virtualization.............................................................. 19
New Initiator Model: Processes Driven................................................................... 20
Move from ‘hardware as initiator’ to ‘application as initiator’.... 20
Performance Standards............................................................................................ 22
Server Benchmarks....................................................................................................................22
Client-System Benchmarks........................................................................................................22
Conclusion on Benchmarks .......................................................................................................23
Performance - x86 vs. UNIX ......................................................................................... 23
6. Competitive Product Positioning & Strategies
Market Overview............................................................................... 7
Blade Servers Companies ............................................................... 8
Blade Server Companies & Position in Value-Add Chain ............ 9
Competitive Specs ......................................................................... 11
Competitive Prices ......................................................................... 24
Prices - Sun Blade Servers ...................................................................................... 24
Prices - IBM Blade Servers....................................................................................... 26
HS20 ..........................................................................................................................................26
HS40 ..........................................................................................................................................28
JS20 ...........................................................................................................................................29
Prices - Intel Blade Servers...................................................................................... 29
Altiris ............................................................................................... 29
Altiris broadens its horizons with server provisioning push ............................... 29
Impact assessment ....................................................................................................................29
Competitive landscape...............................................................................................................29
Assessment................................................................................................................................30
SWOT analysis ..........................................................................................................................31
Ammasso ........................................................................................ 32
AMD ................................................................................................. 32
Backgrounder............................................................................................................ 32
Competitors................................................................................................................................33
Products..................................................................................................................... 34
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Semiconductors .........................................................................................................................34
AMD Processor Pricing ..............................................................................................................34
Customers ................................................................................................................. 36
HPC - Govt. Academia..............................................................................................................36
HPC - Enterprise/DB ..................................................................................................................37
Amphus ........................................................................................... 37
ManageSite ................................................................................................................................37
Angstrom ........................................................................................ 38
Titan64 Quadrablade .................................................................................................................38
Titan64 Classic SuperBlade.......................................................................................................39
Delta Classic SuperBlade ..........................................................................................................39
Python Classic SuperBlade........................................................................................................39
Titan64 HPC SuperBlade...........................................................................................................39
Delta HPC SuperBlade ..............................................................................................................40
Python HPC SuperBlade............................................................................................................40
Creator SuperBlade ...................................................................................................................40
Arula Systems (KVM) ....................................................................... 40
Aspen Systems* ............................................................................. 40
Overview ....................................................................................................................................40
Product Line .............................................................................................................. 41
Blades - Glacier (Dual Xeon Processor) ....................................................................................41
Blades - Glacier (Quad Xeon Processor)...................................................................................41
Rackmounts ...............................................................................................................................41
Avamar (Storage Backup).................................................................... 42
Axion Product Family ............................................................................................... 42
One Solution...............................................................................................................................42
Axion E .......................................................................................................................................42
Axion M ......................................................................................................................................42
Avocent Digital Desktops (KVM) ..................................................... 43
Banderacom (Infiniband) ................................................................... 43
BladeFusion.................................................................................... 43
IP-X100 ......................................................................................................................................43
IP-X1000 ....................................................................................................................................43
BladeLogic ...................................................................................... 44
Operations Manager ..................................................................................................................44
Boxx Technologies* ....................................................................... 44
Overview ....................................................................................................................................44
Product Line .............................................................................................................. 44
Broadcom/ServerWorks................................................................. 44
GrandChampion HE...................................................................................................................44
GrandChampion LE ...................................................................................................................45
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GrandChampion SL ...................................................................................................................45
GrandChampion WS ..................................................................................................................45
Bull Computers (Blade Servers)........................................................... 46
NovaScale Blade Series ............................................................................................................46
Caldera(Clustering).............................................................................. 48
California Digital*............................................................................ 48
Backgrounder.............................................................................................................................48
Products..................................................................................................................... 49
Remote Management.................................................................................................................49
Checkpoint...................................................................................... 49
Products..................................................................................................................... 49
Crossbeam X40S .......................................................................................................................49
Ciara Technologies (Blade Servers)................................................... 50
Blade BBX208............................................................................................................................50
Blade BBX416............................................................................................................................52
BCO714......................................................................................................................................53
Cluster File System ........................................................................ 55
Coventive ........................................................................................ 56
EX-3150 .....................................................................................................................................56
CoalSere(Storage - NAS) ..................................................................... 57
CoroSoft (Management SW)................................................................. 57
Cubix ............................................................................................... 58
BladeStation .............................................................................................................. 58
BladePoint ................................................................................................................. 58
XP4 Blade Server ...................................................................................................... 58
XL4 Blade Server....................................................................................................... 59
DataDirect Technologies (Storage for HPC Markets) ........................... 59
Target Market.............................................................................................................................59
Customers..................................................................................................................................59
Products .....................................................................................................................................60
Dell................................................................................................... 60
Dell Blade Server Products ...................................................................................... 60
PowerEdge 1855 Blade Server..................................................................................................60
PowerEdge Rack Servers......................................................................................... 60
PowerEdge Performance Tower Series .................................................................. 61
PowerEdge SC Value Tower Series......................................................................... 61
eGenera ........................................................................................... 61
BladeFrame................................................................................................................ 61
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cBlade & sBlade........................................................................................................ 62
pBlade ........................................................................................................................ 62
Ensim (Hosting Management Software)................................................... 63
F5 Networks (Networking).................................................................. 63
FalconStor (Storage Management Software)........................................... 63
IP Stor ........................................................................................................................................63
Fujitsu Siemens (Blade Servers) ........................................................ 64
Fujitsu Siemens Blade Server Products ................................................................. 64
Primergy BX300 .........................................................................................................................64
Product Comparison Tables.......................................................................................................64
Server Overview........................................................................................................ 65
Blade Servers ............................................................................................................ 65
PRIMERGY BX300 Server.........................................................................................................65
PRIMERGY BX600 Server.........................................................................................................65
Setup and Management Tools...................................................................................................67
BX300 vs. BX 600 ......................................................................................................................68
Rack Servers ............................................................................................................. 68
Tower Servers ........................................................................................................... 68
Storage....................................................................................................................... 69
System Management .................................................................................................................69
Server Start (Installation) ...........................................................................................................69
Server View (Management) .......................................................................................................69
Remote View (Service Board)....................................................................................................69
ServerView (Integration) ............................................................................................................69
RemoteDeploy (Automated Remote Installation).......................................................................69
ADS (Automated Deployment Services - Microsoft Windows Server 2003) .............................69
DeskView (Management for business clients)...........................................................................69
System Solutions...................................................................................................... 69
Disaster Tolerance: Primergy Duplex Data Manager ................................................................69
Clustering Index .........................................................................................................................69
Microsoft Cluster Server.............................................................................................................70
Oracle Parallel Server ................................................................................................................70
FSC Reliant Cluster for Linux.....................................................................................................70
Primergy RX100.........................................................................................................................72
Primergy L200............................................................................................................................72
Primergy P250 ...........................................................................................................................72
Primergy RX300.........................................................................................................................72
Primergy R450 ...........................................................................................................................72
Primergy T850............................................................................................................................72
GoAhead Software ......................................................................... 72
SelfReliant 7500......................................................................................................... 72
HP .................................................................................................... 74
Proliant ISS Servers.................................................................................................. 75
HP Blade Server Products........................................................................................ 75
BL10e .........................................................................................................................................75
BL20p .........................................................................................................................................76
Product Comparison Tables.......................................................................................................76
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ProLiant BL10e G2.....................................................................................................................79
ProLiant DL 320 G2 ...................................................................................................................79
ProLiant DL 380 G3 ...................................................................................................................79
ProLiant DL760 G2 ....................................................................................................................80
ProLiant ML330 G3 ....................................................................................................................80
ProLiant ML370 G3 ....................................................................................................................80
ProLiant ML570 G2 ....................................................................................................................80
Ibrix (Storage File System)....................................................................... 80
IBM (Blade Servers) ............................................................................. 81
IBM Blade Server Products ...................................................................................... 81
BladeCenter HS20 .....................................................................................................................81
Blade Servers........................................................................................................ 81
BladeCenter (Chassis).............................................................................................. 84
Switch Module........................................................................................................... 84
IBM Blade Center Product Specs ..............................................................................................84
BladeCenter HS20..................................................................................................... 86
BladeCenter HS40..................................................................................................... 86
JS20............................................................................................................................86
InfiniCon.......................................................................................... 87
InfiniServ 7000 HCA.................................................................................................. 87
Inkra (Switches).................................................................................. 87
Company....................................................................................................................................87
Market ........................................................................................................................................87
Products .....................................................................................................................................88
Strategy......................................................................................................................................88
Funding ......................................................................................................................................89
Inkra Team .................................................................................................................................89
Intel .................................................................................................. 91
Blade Servers ............................................................................................................ 91
Features & Benefits....................................................................................................................91
Benefits ......................................................................................................................................91
Key Features of Industry Standard Servers...............................................................................92
Intel’s Blade OEMs.................................................................................................... 94
Intel’s WW Blade Distributors.................................................................................. 95
Germany.....................................................................................................................................95
France ........................................................................................................................................95
Spain ..........................................................................................................................................95
UK ..............................................................................................................................................95
LeoStream....................................................................................... 96
LeoStream VMC (Virtual Machine Controller) ........................................................ 96
Mellanox Technologies .................................................................. 97
InfiniHost HCA Card.................................................................................................. 97
Moonlight Systems......................................................................... 97
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NEC.................................................................................................. 98
NEC Express5800/BladeServer".............................................................................. 98
NexCom (Blade Servers) ..................................................................... 98
Company.................................................................................................................... 98
Products..................................................................................................................... 98
Blade Systems ...........................................................................................................................98
Server Blade...............................................................................................................................99
Accessory Blade ........................................................................................................................99
HS 420A.....................................................................................................................................99
HS 416 .......................................................................................................................................99
HS 309 .......................................................................................................................................99
HS318A....................................................................................................................................100
HS309 ......................................................................................................................................100
OceanLake .................................................................................... 104
mScope .................................................................................................................... 104
OmniCluster (14South Networks) ............................................... 105
ApplianceBlade ....................................................................................................... 105
PolyServe ...................................................................................... 105
UNIX Replacement ..................................................................................................................107
Server Consolidation................................................................................................................108
Data Consolidation...................................................................................................................109
Matrix HA..................................................................................................................................109
Polywell Computers ..................................................................... 111
Precision I/O ................................................................................. 114
Quadrics........................................................................................ 115
RLX Technologies ........................................................................ 115
RLX ServerBlade Systems.......................................................................................................117
Product Line .............................................................................................................................120
Prices - 8 Blades System Solution...........................................................................................120
Blade Management SW - Control Tower XT............................................................................122
Integration of RLX Server Blade & NAS Storage.....................................................................122
Blast Cluster Solution...............................................................................................................122
HPC Cluster Manager ..............................................................................................................123
Compute Cluster Solution ........................................................................................................123
MPI Compute Cluster Solution.................................................................................................123
Sun Microsystems........................................................................ 124
Blade Servers .......................................................................................................... 124
Top Selling points of Sun Blades .......................................................................... 126
Sychron ......................................................................................... 128
Tatung ........................................................................................... 128
Application of Blade Server......................................................................................................128
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Products................................................................................................................... 129
TUD-2016.................................................................................................................................129
TUD-3011.................................................................................................................................132
TUD-4010 Server Blade Specifications ...................................................................................135
Veritas (Blade Servers Management SW) .............................................. 137
Blade Management in the Data Center.................................................................. 137
Blade Server Management Architecture ............................................................... 138
Blade Server Management Module........................................................................ 139
Integrated Switch Management ............................................................................. 140
Deployment Manager by VERITAS OpForce ..........................................................................141
Standard-based Building Blocks for Blade Management ................................... 142
Integrated Blade Server Diagnostics .................................................................... 142
Conclusion................................................................................................................... 143
7. Suppliers: Portfolio & Strategies
Adaptec, Inc....................................................................... 11
Overview .................................................................................................................... 11
Management .............................................................................................................. 11
Financials................................................................................................................... 12
Products..................................................................................................................... 12
Competition ............................................................................................................... 16
Alacritech........................................................................... 16
Overview .................................................................................................................... 16
Management .............................................................................................................. 17
Financials................................................................................................................... 17
Products..................................................................................................................... 17
Competition ............................................................................................................... 21
Altiris .................................................................................. 22
Overview .................................................................................................................... 22
Management .............................................................................................................. 22
Financials................................................................................................................... 22
Products..................................................................................................................... 23
Competition ............................................................................................................... 25
AMD .................................................................................... 25
Overview .................................................................................................................... 25
Management .............................................................................................................. 25
Financials................................................................................................................... 28
Products..................................................................................................................... 28
Competition ............................................................................................................... 28
Amphus.............................................................................. 29
Overview .................................................................................................................... 29
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Management .............................................................................................................. 29
Financials................................................................................................................... 29
Products..................................................................................................................... 29
*Competition.............................................................................................................. 31
Angstrom ........................................................................... 31
Overview .................................................................................................................... 31
Management .............................................................................................................. 31
*Financials ................................................................................................................. 31
Products..................................................................................................................... 31
*Competition.............................................................................................................. 32
Appro.................................................................................. 32
Overview .................................................................................................................... 32
*Management............................................................................................................. 32
*Financials ................................................................................................................. 32
Products..................................................................................................................... 32
*Competition.............................................................................................................. 34
Avocent .............................................................................. 34
Overview .................................................................................................................... 34
Management .............................................................................................................. 35
Financials................................................................................................................... 35
Products..................................................................................................................... 35
Competition ............................................................................................................... 36
Artesyn Technologies....................................................... 37
Overview .................................................................................................................... 37
Management .............................................................................................................. 37
Financials................................................................................................................... 37
Products..................................................................................................................... 37
Competition ............................................................................................................... 38
Banderacom (NetEffect) ................................................... 38
Overview .................................................................................................................... 38
Management .............................................................................................................. 39
Financials................................................................................................................... 39
Products..................................................................................................................... 39
*Competition.............................................................................................................. 40
BladeLogic......................................................................... 40
Overview .................................................................................................................... 40
*Financials ................................................................................................................. 40
Management .............................................................................................................. 40
Products..................................................................................................................... 40
*Competition.............................................................................................................. 41
Caldera (SCO).................................................................... 42
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Overview .................................................................................................................... 42
Management .............................................................................................................. 42
Financials................................................................................................................... 42
Products..................................................................................................................... 42
*Competition.............................................................................................................. 43
CentauriNet /Teraforce ..................................................... 43
Overview .................................................................................................................... 43
Management .............................................................................................................. 43
Financials................................................................................................................... 43
Products..................................................................................................................... 43
*Competition.............................................................................................................. 44
CenterRun.......................................................................... 44
CheckPoint ........................................................................ 44
Overview .................................................................................................................... 44
Management .............................................................................................................. 44
Financials................................................................................................................... 44
Products..................................................................................................................... 45
Competition ............................................................................................................... 47
Continuous Computing .................................................... 48
Overview .................................................................................................................... 48
Management .............................................................................................................. 49
Financials................................................................................................................... 49
Products..................................................................................................................... 50
*Competition.............................................................................................................. 54
Coventive Technologies................................................... 54
Overview .................................................................................................................... 54
*Management............................................................................................................. 54
*Financials ................................................................................................................. 54
Products..................................................................................................................... 54
*Competition.............................................................................................................. 55
Computer Associates ....................................................... 56
Overview .................................................................................................................... 56
Management .............................................................................................................. 56
Financials................................................................................................................... 56
Products..................................................................................................................... 56
*Competition.............................................................................................................. 57
CoalSere............................................................................. 57
Overview .................................................................................................................... 57
Management .............................................................................................................. 58
*Financials ................................................................................................................. 58
Products.................................................................................................................... 58
*Competition.............................................................................................................. 58
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Corosoft ............................................................................. 58
Overview .................................................................................................................... 58
Management .............................................................................................................. 59
*Financials ................................................................................................................. 59
Products..................................................................................................................... 59
*Competition.............................................................................................................. 60
Cubix .................................................................................. 60
Overview .................................................................................................................... 60
Management .............................................................................................................. 60
Financials................................................................................................................... 61
Products..................................................................................................................... 61
*Competition.............................................................................................................. 62
Dell...................................................................................... 62
Overview .................................................................................................................... 62
Management .............................................................................................................. 62
Financials................................................................................................................... 63
Products..................................................................................................................... 63
Competition ............................................................................................................... 64
eGenera.............................................................................. 64
Overview .................................................................................................................... 64
Management .............................................................................................................. 65
Financials................................................................................................................... 65
Products..................................................................................................................... 65
Competitors............................................................................................................... 66
Ensim ................................................................................. 66
Overview .................................................................................................................... 66
Management .............................................................................................................. 67
*Financials ................................................................................................................. 67
Products..................................................................................................................... 67
*Competition.............................................................................................................. 69
F5 Networks....................................................................... 69
Overview .................................................................................................................... 69
Management .............................................................................................................. 70
Financials................................................................................................................... 70
Products..................................................................................................................... 70
*Competition.............................................................................................................. 71
FalconStor ......................................................................... 71
Overview .................................................................................................................... 71
Management .............................................................................................................. 72
Financials................................................................................................................... 72
Products..................................................................................................................... 73
Competition ............................................................................................................... 78
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FiberCycle.......................................................................... 78
Overview .................................................................................................................... 78
Management .............................................................................................................. 79
*Financials ................................................................................................................. 79
Products..................................................................................................................... 79
*Competition.............................................................................................................. 79
Force Computers .............................................................. 79
Overview .................................................................................................................... 79
Management .............................................................................................................. 80
Financials................................................................................................................... 80
Products..................................................................................................................... 80
*Competition.............................................................................................................. 81
Fujitsu Seimens................................................................. 82
Overview .................................................................................................................... 82
Management .............................................................................................................. 82
Financials................................................................................................................... 82
Products..................................................................................................................... 82
Competition ............................................................................................................... 83
Gateway ............................................................................. 84
Overview .................................................................................................................... 84
Management .............................................................................................................. 84
Financials................................................................................................................... 84
*Competition.............................................................................................................. 84
GoAhead Software ............................................................ 85
Overview .................................................................................................................... 85
Management .............................................................................................................. 85
*Financials ................................................................................................................. 85
Products..................................................................................................................... 85
*Competition.............................................................................................................. 86
HP ....................................................................................... 87
Overview .................................................................................................................... 87
Management .............................................................................................................. 87
Financials................................................................................................................... 87
Products..................................................................................................................... 88
Competition ............................................................................................................... 89
IBM...................................................................................... 90
Overview .................................................................................................................... 90
Management .............................................................................................................. 90
Financials................................................................................................................... 90
Products..................................................................................................................... 90
Competitors............................................................................................................... 91
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Intel..................................................................................... 92
Overview .................................................................................................................... 92
Management .............................................................................................................. 92
Financials................................................................................................................... 92
Products..................................................................................................................... 92
Competitors............................................................................................................... 93
InfiniCon............................................................................. 94
Overview .................................................................................................................... 94
Management .............................................................................................................. 94
Financials................................................................................................................... 95
Products..................................................................................................................... 95
*Competition.............................................................................................................. 95
Jareva (VERITAS).............................................................. 96
Overview .................................................................................................................... 96
Management .............................................................................................................. 97
Financials................................................................................................................... 97
Products..................................................................................................................... 98
Competition ............................................................................................................... 99
Lawrence Berkeley National Laboratory....................... 100
Overview .................................................................................................................. 100
Los Alamos National Laboratory................................... 101
Overview .................................................................................................................. 101
M&A Technologies.......................................................... 102
*Overview................................................................................................................. 102
Management ............................................................................................................ 102
*Financials ............................................................................................................... 102
Products................................................................................................................... 102
*Competition............................................................................................................ 102
Mellanox Technologies................................................... 103
Overview .................................................................................................................. 103
Management ............................................................................................................ 103
Financials................................................................................................................. 104
Products................................................................................................................... 104
Competitors............................................................................................................. 104
Microsoft .......................................................................... 105
Overview .................................................................................................................. 105
Management ............................................................................................................ 105
Financials................................................................................................................. 105
Products................................................................................................................... 106
Competitors............................................................................................................. 106
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MigraTEC ......................................................................... 107
Overview .................................................................................................................. 107
*Management........................................................................................................... 107
*Financials ............................................................................................................... 107
Products and Services ........................................................................................... 107
*Competition............................................................................................................ 107
MontaVista Software....................................................... 108
Overview .................................................................................................................. 108
Management ............................................................................................................ 108
Financials................................................................................................................. 108
Products................................................................................................................... 108
Competitors............................................................................................................. 109
Motorola ........................................................................... 110
Overview .................................................................................................................. 110
Management ............................................................................................................ 110
Financials................................................................................................................. 110
Products................................................................................................................... 110
Competition ............................................................................................................. 111
MPC Computers (MicronPC) .......................................... 112
Overview .................................................................................................................. 112
Management ............................................................................................................ 112
Financials................................................................................................................. 112
Products................................................................................................................... 112
*Competition............................................................................................................ 112
NEC................................................................................... 113
Overview .................................................................................................................. 113
Management ............................................................................................................ 113
Financials................................................................................................................. 113
Products................................................................................................................... 113
*Competition............................................................................................................ 113
Network Appliance.......................................................... 114
Overview .................................................................................................................. 114
Management ............................................................................................................ 114
Financials................................................................................................................. 114
Products................................................................................................................... 114
Competition ............................................................................................................. 115
Newisys............................................................................ 116
Overview .................................................................................................................. 116
Management ............................................................................................................ 116
Financials................................................................................................................. 116
Products................................................................................................................... 116
*Competition............................................................................................................ 116
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Nexcom ............................................................................ 117
Overview .................................................................................................................. 117
Management ............................................................................................................ 117
Financials................................................................................................................. 117
Products................................................................................................................... 117
*Competition............................................................................................................ 119
Nortel Networks............................................................... 120
Overview .................................................................................................................. 120
Management ............................................................................................................ 120
Financials................................................................................................................. 120
Products................................................................................................................... 120
Competition ............................................................................................................. 120
Novadigm (HP) ................................................................ 121
Overview .................................................................................................................. 121
Management ............................................................................................................ 121
Financials................................................................................................................. 121
*Products ................................................................................................................. 122
Competition ............................................................................................................. 122
Omnicluster (14 South Networks) ................................. 123
Overview .................................................................................................................. 123
Management ............................................................................................................ 123
Financials................................................................................................................. 123
Products................................................................................................................... 123
*Competition............................................................................................................ 124
Opsware ........................................................................... 124
Overview .................................................................................................................. 124
Management ............................................................................................................ 124
Financials................................................................................................................. 124
Products................................................................................................................... 125
Competition ............................................................................................................. 125
OSA Technologies (Avocent)......................................... 125
Overview .................................................................................................................. 125
Management ............................................................................................................ 126
Financials................................................................................................................. 126
Products................................................................................................................... 126
Competition ............................................................................................................. 127
Paceline Systems (Motorola) ......................................... 127
Overview .................................................................................................................. 127
Products................................................................................................................... 127
Performance Technologies ............................................ 128
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Overview .................................................................................................................. 128
Management ............................................................................................................ 128
Financials................................................................................................................. 128
Products................................................................................................................... 128
Competition ............................................................................................................. 130
PFU ................................................................................... 130
Products................................................................................................................... 130
Plate Spin......................................................................... 130
Products................................................................................................................... 130
PLX Technology .............................................................. 131
Overview .................................................................................................................. 131
Management ............................................................................................................ 131
Financials................................................................................................................. 131
Products................................................................................................................... 132
Competition ............................................................................................................. 132
PolyServe......................................................................... 132
Overview .................................................................................................................. 132
Management ............................................................................................................ 132
Financials................................................................................................................. 133
Products................................................................................................................... 133
*Competition............................................................................................................ 133
ProMicro........................................................................... 133
Overview .................................................................................................................. 133
Products................................................................................................................... 133
qLogic .............................................................................. 134
Products................................................................................................................... 134
Racemi ............................................................................. 134
Overview .................................................................................................................. 134
Management ............................................................................................................ 134
Racksaver ........................................................................ 135
Management ............................................................................................................ 135
Products................................................................................................................... 135
Radisys ............................................................................ 138
Overview .................................................................................................................. 138
Management ............................................................................................................ 138
Financials................................................................................................................. 138
Products................................................................................................................... 138
Competition ............................................................................................................. 139
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Raritan.............................................................................. 139
Overview .................................................................................................................. 139
Management ............................................................................................................ 140
Products................................................................................................................... 140
RealScale Technologies ................................................. 141
Overview .................................................................................................................. 141
Management ............................................................................................................ 141
Products................................................................................................................... 141
Resonate .......................................................................... 141
Products................................................................................................................... 141
RLX Technologies........................................................... 142
Overview .................................................................................................................. 142
Management ............................................................................................................ 142
Financials................................................................................................................. 142
Products................................................................................................................... 142
Competition ............................................................................................................. 144
SBS Technologies........................................................... 145
Overview .................................................................................................................. 145
Management ............................................................................................................ 145
Financials................................................................................................................. 145
Products................................................................................................................... 145
Scalant ............................................................................. 146
Overview .................................................................................................................. 146
Management ............................................................................................................ 146
Products................................................................................................................... 146
Scali.................................................................................. 146
Products................................................................................................................... 146
Sun ................................................................................... 147
Overview .................................................................................................................. 147
Management ............................................................................................................ 148
Financials................................................................................................................. 148
Products................................................................................................................... 148
Competition ............................................................................................................. 150
TerraSpring...................................................................... 150
Think Dynamics............................................................... 150
VMWare (EMC)................................................................ 150
*Overview................................................................................................................. 150
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*Management........................................................................................................... 150
*Financials ............................................................................................................... 150
*Products ................................................................................................................. 150
*Competition............................................................................................................ 150
Zentra Solutions/Rebel.com........................................... 150
Overview .................................................................................................................. 150
Products................................................................................................................... 151
Zetari ................................................................................ 151
Overview .................................................................................................................. 151
8. Channels of Distribution
Blade Servers - Industry Structure ................................................. 3
Channel Financials ..................................................................................................... 3
SMB Market OpportunityBlade Servers Supply Chain ................. 4
Blade Servers Supply Chain............................................................ 5
Notebook Computers ODM Suppliers....................................................................... 5
Blade Servers - ODM Suppliers -............................................................................... 5
System Integrator Programs ........................................................... 6
ISVs .............................................................................................................................. 6
Vendor ISV programs...................................................................................................................6
ISV Program Plans...................................................................................................... 6
ISVs by Vertical Markts............................................................................................... 6
Cross-Industry..............................................................................................................................6
Government..................................................................................................................................6
Education .....................................................................................................................................7
Healthcare....................................................................................................................................7
ISVs by Certification ................................................................................................... 7
ISV by Geography ....................................................................................................... 7
Europe..........................................................................................................................7
Channel Programs............................................................................ 8
Support.............................................................................................. 8
Pricing and Distribution ................................................................................................................8
Promotions ...................................................................................................................................9
Newsroom ....................................................................................................................................9
Events - Roadshows & Convention participation.........................................................................9
Channel Sales - Organizations & Responsibilities.......................................................................9
Technical Support ........................................................................................................................9
Channel Partners............................................................................ 10
Intel Blade Servers OEMs’s & Resellers ................................................................. 10
Ch. 0 – Table of Contents 24 © 2003-10 IMEX Research
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Anders & Rodewyk...........................................................................................................................10
Intel Reseller center.................................................................................................. 11
Distributors ..................................................................................... 12
North America ........................................................................................................... 12
Top 500 VARs ................................................................................. 13
Global 500 Companies by Vertical Industries.............................. 22
Aerospace & Defense ................................................................................................................22
Banking ......................................................................................................................................23
Insurance....................................................................................................................................24
Business Services & Supplies....................................................................................................24
Capital Goods.............................................................................................................................24
Chemicals...................................................................................................................................24
Conglomerates...........................................................................................................................25
Construction ...............................................................................................................................25
Consumer Durables ...................................................................................................................25
Diversified Financials .................................................................................................................25
Drugs & Biotechnology...............................................................................................................26
Food Markets .............................................................................................................................26
Food Drink & Tobacco ...............................................................................................................26
Health Care Equipment & Services ...........................................................................................26
Materials.....................................................................................................................................27
Media..........................................................................................................................................27
Oil & Gas Operations .................................................................................................................27
Retailing .....................................................................................................................................27
Semiconductors .........................................................................................................................28
Software & Services...................................................................................................................28
Technology HW & Equipment....................................................................................................28
Telecommunications services....................................................................................................28
Trading companies.....................................................................................................................29
Transportation ............................................................................................................................29
Utilities........................................................................................................................................29
Distributors ..................................................................................... 30
European Union ........................................................................................................ 30
ASIA PACIFIC ............................................................................................................ 32
LATIN AMAERICA ..................................................................................................... 35
Govt............................................................................................................................39
Education................................................................................................................... 39
Worldwide...................................................................................................................................40
Corporate ...................................................................................................................................40
VMWare Customers .................................................................................................. 41
Education ...................................................................................................................................41
Food ...........................................................................................................................................41
Government................................................................................................................................41
Healthcare & Pharmaceuticals...................................................................................................41
Law.............................................................................................................................................41
Leisure........................................................................................................................................41
Manufacturing.............................................................................................................................41
Media..........................................................................................................................................41
Prof. Services & Consulting .......................................................................................................41
Retail ..........................................................................................................................................41
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Technology.................................................................................................................................41
Transportation & Freight ............................................................................................................41
Utilities........................................................................................................................................41
Resellers ......................................................................................... 42
Pricing Structures - Blade Servers ............................................... 44
Street Prices - Blade Servers ................................................................................... 44
9. Research Methodology & Resources
METHODOLOGY............................................................................... 2
PRIMARY DATA........................................................................................................... 2
FACTORS FUELING GROWTH................................................................................... 3
MARKETS.......................................................................................... 3
Market Sizing............................................................................................................... 3
MARKET SEGMENTS....................................................................... 5
Servers.........................................................................................................................5
Server Platform forecast by price/performance segments:..........................................................5
Server Platforms forecast by major OS categories:.....................................................................5
Servers forecast by price categories:...........................................................................................6
Server market segments by Channels of Distribution:.................................................................6
Server and storage subsystems market segments by File Systems: ..........................................6
Storage subsystems ................................................................................................... 6
Storage Subsystem segmentation by applications categories ....................................................6
Storage subsystems segmentation by Geography ......................................................................6
Data Networking.......................................................................................................... 6
LANS ............................................................................................................................6
Routers.........................................................................................................................................6
Switches.......................................................................................................................................6
Hubs (Shared Media) ...................................................................................................................6
NICs .............................................................................................................................................6
WANS ........................................................................................................................... 7
Access..........................................................................................................................................7
Backbone .....................................................................................................................................7
Voice/Data Convergence............................................................................................ 7
Voice over Packets Applications..................................................................................................7
Packetized Voice over FR, IP, ATM.............................................................................................7
MARKET DEMAND FORECAST ................................................................................. 7
Market Demand............................................................................................................................7
Near Term Forecast (next 1-2 years)...........................................................................................7
Long-Term Forecast (next 2-5 years) .........................................................................................7
MARKET SHARES....................................................................................................... 7
GEOGRAPHIC COVERAGE ........................................................................................ 8
IMEX DEFINITIONS & TERMINOLOGY............................................ 8
DEFINITIONS ............................................................................................................... 8
TERMS.......................................................................................................................... 8
Ch. 0 – Table of Contents 26 © 2003-10 IMEX Research
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Computer Systems & Servers......................................................................................................8
Storage Subsystems ....................................................................................................................8
Data Networking...........................................................................................................................8
REFERENCES................................................................................... 9
RELATED IMEX RESEARCH ...................................................................................... 9
Ch. 0 – Table of Contents 27 © 2003-10 IMEX Research
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