========================================================================
STORAGE INSIDER: MARIO APICELLA                 http://www.infoworld.com
========================================================================
Tuesday, November 2, 2004

QUANTUM EMBRACES LTO -- FOR GOOD

By Mario Apicella

Posted October 29, 2004 3:00 PM Pacific Time

I should be used to it by now, but the dynamic nature of the storage
market never fails to surprise me. Really, there are no persistent
realities in a universe in which unrelenting change is the only
constant.

ADVERTISEMENT
-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --
Choosing Disk Drives for Tiered Storage in Enterprise
Introducing lower tiers of storage can yield more
cost-effective data management. Capacity-optimized drives,
tuned to desktop PC environments, raise reliability concerns
under the stringent workloads of enterprise environments.
In response, HDD vendors now offer drives that deliver
performance, capacity, and a variety of interfaces, without
compromising data integrity or reliability.
http://newsletter.infoworld.com/t?ctl=9B3BB0:2B910B2
-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --

You've probably guessed what triggers my rant this time: the recent news
about Quantum moving to acquire Certance. If you've been reading this
column, neither company should be unfamiliar, but let me remind everyone
that Certance recently beat everybody else to market with its new LTO-3
(linear tape open) format.

As for Quantum, the company finally filled a gap between its proprietary
SDLT (super digital linear tape) and competing tape technologies, adding
WORM support, albeit only to the SDT600 model. Quantum is also reusing
normal cartridges, whereas other vendors, including IBM and Sony, deploy
WORM on dedicated media.

To complete that picture, add the fact that in recent years Quantum has
been struggling to defend its lead in the midrange tape market from
formidable rivals such as Hewlett-Packard and IBM.

In fact, according to an October 2004 IDC report, Quantum shipped more
tape drives than its rivals in that market segment in 2003, but a
breakdown by type in the same report shows more than 52 percent of all
units shipped were LTOs, while DLT and SDLT accounted for less than 40
percent.

To be fair, that report shows the company losing ground to its rivals in
2004. According to results for the first half of 2004, HP took the lead
in that segment, followed by IBM and then Quantum.

In the same study, Certance has a leading position in entry-level drives
-- with more than 80 percent of the market for 2003 -- and scores a
remarkable second-place finish with 26 percent of the shipments for
low-end units, right behind HP.

As for Quantum, the IDC report shows no appreciable numbers in the
entry-level segment but indicates shipments of more than 13 percent of
low-end units for 2003, well behind third-ranking Sony.

Some of my conversations with major OEMs offer anecdotal confirmation
that DLT and SDLT units have lost some of their charm in favor of LTO.
Also, it's important to remember that Quantum is already deploying LTO
tapes in some high-end libraries.

What can we make of all this? Obviously, when the acquisition is
complete, which should happen by year's end, the combined
Quantum-Certance shipments should give the company first place in the
entry-level and low-end markets. In the midrange market, Certance
grabbed a significant 5 percent of 2003 shipments, which could bring
Quantum back into or close to first place in next year's statistics.

Perhaps more important will be how Quantum will leverage its newly
acquired, preferential access to a key technology such as LTO. Being the
only vendor having a foot in both circles should give Quantum some
leverage but only if it shows impartial support for both tape
technologies.

This, I am sure, will happen. Of course, Quantum has to keep its DLT and
SDLT ducks in a row, but it cannot ignore customers who have already
spoken and indicated what they favor, at least for the last few
quarters: LTO.

Mario Apicella is a senior analyst at the InfoWorld Test Center.




========================================================================
Says Who?
InfoWorld's editors, columnists, and Test Center,
that's who. Every week in CTO Source, they keep you
up to date on the product news and reviews, business
trends, and management issues that can mean grief or
relief to the technology chief. CTO Source. In brief,
it's just what you need to know to do your job,
e-mailed to you every Tuesday. To subscribe, go to
http://newsletter.infoworld.com/t?ctl=9B3BAC:2B910B2

ADVERTISE
========================================================================
For information on advertising, contact [EMAIL PROTECTED]

UNSUBSCRIBE/MANAGE NEWSLETTERS
========================================================================
To subscribe, unsubscribe or change your e-mail address for any of
InfoWorld's e-mail newsletters, go to:
http://newsletter.infoworld.com/t?ctl=9B3BAD:2B910B2

To subscribe to InfoWorld.com, or InfoWorld Print, or both, or to renew
or correct a problem with any InfoWorld subscription, go to
http://newsletter.infoworld.com/t?ctl=9B3BAF:2B910B2

To view InfoWorld's privacy policy, visit:
http://newsletter.infoworld.com/t?ctl=9B3BAE:2B910B2

Copyright (C) 2004 InfoWorld Media Group, 501 Second St., San Francisco,
CA 94107



This message was sent to: [EMAIL PROTECTED]

Reply via email to