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November 10, 2008 6:07 AM PST

Sun expands its open storage line, hopes for accelerated growth

by Matt Asay

Despite a recent write-down on the value of its StorageTek acquisition, Sun is banking on updates to its open-storage initiative to drive revenue growth for the company, according to The Wall Street Journal. Is it putting too much faith in storage, and open-source storage at that, to repair its fortunes?

For me, it's not a question of whether Sun's open-storage business is viable, but whether it's big enough to save Sun in time. In other words, as the Journal points out, open storage is growing at a torrid pace, but will it be enough?

Sun's open storage line includes a hybrid server-storage machine called Thumper, introduced two years ago. Sales of such products are a small bright spot for a company beset lately by declining revenue. In the first fiscal quarter ended in September, for example, Sun reported $25 million in open-storage sales -- nearly triple the amount in the year-earlier period -- while Sun's total revenue declined 7% to $2.99 billion. "Certainly open storage is one of the bright spots in the storage industry," says John Fowler, executive vice president for systems at Sun.

It's during times like this that Sun would do better as a private company. It really needs some time away from Wall Street's unblinking eye so that it can turn the ship around.

With initiatives like open storage and open-source MySQL, Sun has demonstrated that it knows how to grow again. The major remaining question, however, is whether it will be fast enough to appease Wall Street. As an open-source proponent and Sun fan, I hope the answer is 'Yes.'

Matt Asay brings a decade of in-the-trenches open-source business and legal experience to The Open Road, with an emphasis on emerging open-source business strategies and opportunities. Matt is vice president of business development at Alfresco, a company that develops open-source software for content management. He is a member of the CNET Blog Network and is not an employee of CNET. Disclosure.
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by tristanbob November 10, 2008 12:07 PM PST
Matt,

These products look pretty cool, but I have two questions for Sun:

1) The guy in the video says that the software is open source, yet I could find no reference on their storage website about source code. Did you find where the source code is? I understand OpenSolaris is open source, but what about that neat GUI interface?

2) Sun owns VirtualBox, yet they are recommeding Vmware Player?

http://www.sun.com/storage/disk_systems/unified_storage/resources.jsp
Reply to this comment
by Matt Asay November 10, 2008 8:35 PM PST
Very good questions, Tristan, especially that second one. I actually had a similar experience with another company recently, using one of its competitors' products because its own didn't work very well. I wanted to see that in its advertising material. :-)
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About The Open Road

Matt Asay brings a decade of in-the-trenches open-source business and legal experience to the Open Road, with an emphasis on emerging open-source business strategies and opportunities. Matt is general manager of the Americas division and vice president of business development at Alfresco, a company that develops open-source software for content management. He is a member of the CNET Blog Network and is not an employee of CNET. Disclosure.

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