All eyes have been on IBM in recent weeks as they announced
their highlytouted
BladeCenter deal with Intel to jointly design and develop
blade servers, the latest trend in space and cost saving servers
that fit into cards and stand together on a thin shelf.
You know youre late when even Dell beats you to the
party for a blade server market that IDC expects to reach
$3.7 billion by 2006 from $133 million today. With HP leading
the market, and other competitors already on their second
generation products, IBM was clearly trying to drum up a more
attractive companion to take to the soiree in order to dispel
any lingering memories of its failed relationship with start-up
RLX Technologies (whose name was definitely not on the VIP
list).
Despite trumpeting the partnership with Intel, this deal wont
even impact the first generation of IBM blade servers. According
to analyst Rich Fichera of Giga: "No tactical impact
will be realized with the current BladeCenter product since
it was developed completely without Intels aid or input."
Fichera went on to suggest that IBM faces significant stumbling
blocks in communicating the value proposition, segmenting
the market, and integrating support and management for the
new servers in the enterprise market.
HP currently dominates the blade market, with a post-merger
market share of nearly 55% according to IDC. However, competitors
like Sun and Dell are getting their acts together to make
a push for market share. Dell is taking orders for its PowerEdge
blade servers later this year, and with a low-end blade server
expected to sell for about $3,500, the Round Rock folks have
done little to relinquish their title as commodity kings.
Speaking of bricks, the jury is still out as to whether Dells
entire server foundation is on solid ground. Art Whitman of
Network Computing recently warned readers: "Dells
products have the shortest lifecycles, which means that the
server you bought yesterday may not be available today."
Bringing up the rear, Sun has been the least clear on its
blade plans. Word is that Sun will launch a new range of blade
servers, some based on X86 architecture running Linux, and
others using the UltraSparc chip and Solaris. Only time will
tell whether the setting Sun will be able to rise again to
the blade challenge.
|