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Why Sun Should Acquire a Solid State Disk Company - by Zsolt Kerekes editor of StorageSearch.com and the SPARC Product Directory

I published this article in May 2004. This article explained the unique advantages that Sun has for exploiting SSDs. And is still the best explanation of the strategic thinking behind Sun's (much later) June 2008 announcement that it would start shipping flash SSD based products in the 2nd half of the year.

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Why Sun? And not IBM or HP? Well they will all do the same in the end. Any computer manufacturer could pick up the ball and do many of the things I've mentioned in my article below. But there is a unique set of reasons why I think that Sun will be first.
The Need is Strong, the Upside Potential is Huge
Sun Microsystems' SPARC processors have been losing their performance advantages over Intel Architecture processors since 2001. Sun's recently lanched servers based on the new SPARC IV chips have left most analysts unimpressed.

Yes - it has two CPUs in each chip. So what?

Intel and AMD will be doing the same soon, and their clock rates are much higher. Sun's rapid operating system tweaks in Solaris mean that users can get a X2 speedup in many applications immediately, whereas rivals HP, Dell and IBM may have to wait another year for Microsoft to support similar features in upcoming Intel Architecture chips. So Sun has a short breathing space, in which it can live off stories of good TPC benchmarks. But the emperor has no clothes. Everyone knows Sun is not as good as designing fast chips which include tens of millions of transistors as Intel and AMD.

Sun doesn't have its own wafer fab, so it can't attract the best chip talent to integrate new ideas with manufacturable technology. The short term advantages of the "simple" RISC chips have long since been eroded as CPUs get fat with caches and multiprocessing support. But unlike Intel and AMD, who have to rely on 3rd parties to support new chips, Sun has a secret weapon, its Solaris OS. Computer architecture has moved on from the 1990s when buying the fastest clocked processor, and stuffing lots of them in a box guaranteed a faster server.

If Sun can deliver factory configured Solaris servers which include SPARC or Intel Architecture processors and run popular applications like Oracle 3 to 4 times faster than the biggest 4GHz servers from HP, then Sun's customers will take note. Such products could not only stem the flow of customers away from Sun to Linux, but actually reverse the tide. Sun's competitors will react, but their inability to tweak the OS as cleverly as Sun has always done with Solaris, means that Sun could get a 12 month window when its products are the sizzlers which everyone wants to own. Here's the trick. It doesn't need faster SPARC processors. Sun just needs to implement solid state disk support into Solaris, and ship boxes which include SSD as default options.

I believe that a $100 million strategic investment by Sun in SSD technology could return increased revenues of over $1 billion within the first year. Oh yes. And the new products will be more profitable too... Here are a few ideas to support this.
  • Solid state disks can speed up server performance by 2 to 4 times. There's plenty of evidence for this, see solid state disks case studies and articles for examples. But the SSD market is currently smaller than it should be because operating systems do not automatically recognise SSD devices and optimize them. Instead SSD vendors have been tweaking applications on a case by case, customer by customer basis. That's slow and too people intensive. It's like backing up your disk one file at a time from a keyboard without an automatic script.
  • Sun has a track record of buying storage companies to fix weaknesses in its own internally developed product families. Previous storage companies acquired by Sun include:- Cobalt Networks, HighGround Systems, LSC and Pirus Networks. While this is not in the same league as EMC, which has acquired 9 storage companies since Jan 2000, it shows a willingness to look outside for strategic solutions. A solid state disk company acquisition could cost a lot less money than most of Sun's earlier acquisitions. The upside potential is high. See also:- Acquired storage companies
  • Sun has a track record of advancing computer architecture. Computer architecture changed in 1992 when Multiprocessing moved out of the scientific supercomputer market and onto the desktop with Sun's SPARCstation 10. It was 5 years before the IA market caught up with that. Then Sun did the same trick again when it brought 64 bit processing to the masses in 1996. Today in 2004 faster clocked processors do not guarantee faster servers. The other parts of the computing network have not kept pace. SSDs are a 20 year old technology which have been used by the military to boost system performance. It's time for that technology to come in from the engineering lab and enter the mainstream.
Who will Sun acquire?

I don't have any inside knowledge of that. There are plenty of solid state disk manufacturers to choose from, and I know that a lot more are making their plans to enter this market. We'll just have to wait and see. The market will be big enough for all.


...2 Years Later:- - I was wrong about Sun being first to pick up the SSD torch.

In fact Microsoft became the first operating system vendor to incorporate SSD awareness in its Vista OS in 2006. However, Microsoft's implementation of flash SSD support was so bad - it nearly killed off the fledgling hybrid disk market.
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Nibble: Operating System Support Can Work Wonders
Embedding native solid state disk support into Sun's Solaris servers would have far reaching effects:-
  • Sun's SPARC servers would reach a performance level which would take them 2 years ahead of the current SPARC CPU roadmap, and at much lower development cost.
  • Sun's AMD Solaris servers would run typically 2 to 3 times faster than competitors' Linux servers using the same CPUs.
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Texas Memory Systems
SSD Bookmarks

suggested by - Woody Hutsell, President Texas Memory Systems
Here's an article written by or about Texas Memory Systems

Flash SSD Reliability (pdf)

Woody Hutsell says he chose this article because Flash reliability is a topic of great interest right now, and this paper approaches the subject in a unique and very readable manner, starting at the chip level and working up through the board level all the way to the enterprise architecture perspective.

Other SSD article suggestions...

Woody Hutsell says - "As you know, the Storage Networking Industry Association (SNIA) started a new group last summer, called the Solid State Storage Initiative (SSSI). This new organization has the ambitious goal of becoming a major advocacy group for solid state storage. SSSI is starting to publish research papers on solid state storage topics. The first one, Solid State Storage 101 (pdf), is interesting for the fact that it is the outcome of a collaboration between many companies who, in most other settings, would be serious competitors."

Other SSD bookmark suggestions...

StatspackAnalyzer - is a website where IT professionals can paste their Oracle statspacks or AWR reports and get analyses and recommendations for storage performance improvements. (It's free to use but registration is required.)

Woody Hutsell says he recommends this bookmark because - "A key ingredient to greater SSD adoption is a better understanding within the user communities of just how important storage performance is to mission success. StatspackAnalyzer.com isn't a large website, but it does have some information, a forum, and even the entire Analyzer rules list available for comment and improvement."

Editor:- thanks Woody for sharing your SSD links.

see also:- Texas Memory Systems - editor mentions on StorageSearch.com
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ssd specs article Can You Trust Your Flash SSD's Specs & Benchmarks?
No - sadly you can't! There are many intrinsic technical reasons why you can't believe most published benchmarks for flash SSDs (whether done by magazines or vendors) and why even the tests you carefully do yourself don't give reliable results which correlate with how the SSD will perform in real-life applications.

We warned you of it this problem here on StorageSearch.com last year - and now other publications and vendors are starting to take it seriously too. ...read the article
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