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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: IndependentValue who wrote (52127)8/17/2013 3:43:38 PM
From: E_K_S  Read Replies (2) | Respond to of 78752
 
SSD Memory using Violin Memory Arrays
- a case study building the 49er stadium in Santa Clara.
SAP’s Got Game: Technology to Reshape the Sports and Entertainment Industry
SAP Enables a New Fan Experience for Billions of People Worldwide Powered by SAP HANA, Mobile Computing and Cloud Applications

I was researching the state-of-the-art of SSD memory and the applications in enterprise data centers and discovered a local company here in Silicon Valley (still private) that has pushed the technology forward. The name of the company is Violin Memory. Toshiba is one of the original investors in 2010 and continues to maintain their ownership interests w/ three rounds of subsequent financing.

What led me to this company was a recent announcement that Brocade Communications and Violin Memories are building the data network backbone that will service the new Santa Clara Ca. 49er football stadium. They say that the new design will take advantage of all the new emerging technologies (here in Silicon Valley) and will be a showcase for the next generation HD digital wireless technologies. So I can only assume that there will be very high band width data demand that must service smartphone and/or digital screens in and outside the stadium. It looks like their design will utilize SSD memory arrays built by Violin Memories.

The value proposition(s).
o 10x data processing on the same compute resources
o 6x faster response times to Exadata at one-third the cost
o Increase VM density and mix workloads with confidence
o Reduce storage costs
o optimize CPU utilization Scale on demand to support 10,000s of virtual machines

I can see that these cloud based Data Centers eventually migrating to SSD technology using some sort of SSD memory array design. There will be savings in electricity, cooling requirements, increase data center capacity per sq ft and maybe most importantly, allow the "Cloud" computing platform to support unlimited individual user VM machines (ie design can scale up) providing for many new exciting services to the end user.

To see that unique VM secessions can now be scaled up "on demand" by such a factor and still be cost effective is impressive. Eventually, the back-end storage design will utilize one or more huge off site networked SAP databases aka "Big Data", both Cloud computing and Big Data are converging to disrupt the way we currently process and stream digital data.

Enterprise IT's Two Biggest: Game Changers Under One Roof – Cloud Computing & Big Data
In the most transformative technology shift since the personal computer and the Internet, it's apparent that migrating business to the cloud has reached a tipping point in 2012, where it is no longer a trend but rather an absolute business requirement.
There always is something exciting peculating in Silicon Valley. That is why I continue to be bullish on Cloud computing, data centers and their design and the new emerging technologies being developed that makes this type of computing much more efficient. In the end, we all become more productive.

EKS



To: IndependentValue who wrote (52127)8/24/2013 8:48:38 AM
From: Bridge Player  Read Replies (2) | Respond to of 78752
 
How do you judge the potential risk that SDDs will eventually supersede and replace HDDs as their cost/performance curve continues to improve? Is WDC well positioned in that market with respect to the competition?