Over the last two months (starting in June 2009) I’ve been exploring the whole DAS disruption. One of my more loyal readers remarked that the series had become unwieldy, and hard to follow if you missed the beginning. On top of all that, I tended to jump around and worse, stop in mid sentence to talk about other things like Unified Storage.
And I agreed with assessment. .
So Lost, my favorite television series, has episodes that are recaps of the story so far such that the new viewers and old viewers can have their memories refreshed.
Setting the stage
The whole discussion about DAS as a disruption in the storage infrastructure began with a meditation on WAFL performance. That series culminated in this post explaining WAFL performance, The F Word. As part of the meditation I discovered the interesting correlation between RAID-6 implementations and the assault on RAID, or what I realized was a disruptive trend in the data center.
The basic outline of the DAS disruption is discussed in FAS the new DAS where I make the point that the DAS disruption is real, and that storage vendors who ignore it are dead.
In the late 90’s and early part of this decade, Data Center Architects, reduced costs in their data center by moving away from expensive reliable server architectures to cheap and unreliable server architectures. To address application availability, the Data Center Architects moved to applications that achieved high availability by leveraging clustering for CPU and Memory availability and highly available storage for data availability.
The new DAS disruption is about providing data availability by moving availability out of the storage infrastructure. The new DAS disruption is made possible because traditional legacy arrays are wasting vast amounts of capacity because they were built to optimize the performance of servers that were disrupted last decade. The waste is so significant that the cost advantage of DAS outweighs the value of improved utilization through centralization.
Key themes: Trends, Margin and Performance
There are three themes in this series, technology trends matter, if you invest in the wrong areas you end up dying and if you aren’t faster than the alternative you end up dying.
Brian Pawlawski, our CTO, in Innovation, does a really good job explaining what technology trends are and how they fit into how NetApp thinks about innovation.
Points of Gross Margin explains how gross margin affects investment and the cataclysm that occurs when gross margin goes south.
The 90’s assault on DAS makes the case that shared storage came into existence because it was a more cost effective way of getting performance than the alternative.
Understanding servers, applications and the DAS disruption
The next three posts, Server Collapse, The Role of Storage in the Server Collapse, and The Server Collapse in Pictures, explore how server vendors who built big iron found themselves outflanked by low-end x86 servers and by application vendors who figured out how to get RASM without requiring big iron.
As I say in The Server Collapse in Pictures:
As each individual server provided an increasingly smaller share of the overall performance and availability applications evolved to solve those in software.
As an example, consider Exchange and availability.

In 2000 Exchange leveraged clustering for CPU and Memory availability, but relied on highly available storage with data protection. By 2009, with Exchange 2007, Microsoft was arguing that hardware availability was entirely passe and that all of the availability was to be provided by the application software.
A little bit later, I observed in How application availability became service availability that focusing on application availability was the wrong story, I was really talking about service availability
Trends: CPU, Memory, and Disks
A key principle at NetApp in our exploration of technology is the notion of technology trends. And the most important technology trends are hardware trends, because hardware begets software which begets new markets.
So in that spirit, I next explored, in AMD64 and Mother boards beget larger memories which beget fewer reads, how the x86 64 bit processor enabled emergence of mother boards, that could handle large memories and how that results in fewer read operations to storage.
Which lead to a set of posts on how big disks and RAID 5 were on a collision path. In. Big Disks and RAID, I made the case that RAID 5 just didn’t work and that the alternative conventional storage arrays with RAID-6 had a serious performance problem. In, How Big Disks Killed RAID 5 and RAID 10, I brought some quantitative analysis to bear to explain why RAID and RAID-10 just don’t work if you care about data availability.
The reality of a disruptive technology is that it provides enough value at the right price point. Not the whole value, but enough of the value. And yes, the price point for VDI is the damn 50$ disk drive at BestBuy (or Frys for those of us in California ...).
If you can't deliver at that price point you're making a TCO argument. About how over time the customer will see real savings. Sort of how Sun competed with Linux for years, and customers kept saying but I want to pay less..
EMC claims to have figured this out from the early part of this decade: that either you deliver the price and value or you might as well not show up ...
Part of the point on my whole series on the DAS disruption is that you have got to be able to hit the price point. TCO is funny money. Real dollars are what people care about.
The fact that NetApp is able to compete with the cheapest alternative and deliver compelling value is nothing short of amazing. This may, just may, represent the tipping point for VDI in the enterprise.