Cisco To Showcase Allen Texas Data Center

In June 2009 I wrote about a new data center being built in Allen, Texas for Cisco. On Friday, April 15th they will showcase this new facility, including a live broadcast on Ustream.

See this site for a nice chronicle of the facility. The project won the Dallas Business Journal's Best Real Estate Deal award.

Cisco IT at work has a piece on the specifications for the facility and how they are using all of the latest Cisco gear as well as well as ecosystem partners EMC, VMware and NetApp.

Some interesting facts about the Allen, TX site:

• 162,000 square foot
• 10MW
• It will run Cisco's IT Elastic Infrastructure Services - their own internal enterprise cloud
• 10 Cisco UCS Seed clusters, or over 400 servers total
• Will run as a 'metro virtual data center' - applications running simultaneously with those in their neighboring Richardson, Texas facility.
• Diesel Rotary UPS System (DRUPS) presumably from Euro Diesel

It is a pretty interesting case in applying lessons learned and really gearing a data center for massive scalability and with as much 'future-proofing' as possible.

Finally - not that any IT work in this facility should have any long wait times -- but just in case, it looks like there are 'just a few' outlet stores nearby.

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Merger and Acquisition Targets

Mergers and acquisitions are always fun to speculate on. In this industry it seems like a week doesn't go by where some M&A activity is happening. With the recent Equinix acquisition of Switch and Data I have to wonder if more data center industry acquisitions will happen before the end of the year. Both Google and Cisco have said that shopping sprees will continue to gain speed in 2010.

thedeal.com had a Barron's article summary that intrigued me today about M&A speculation. The article points to 10 technology companies that are potential takeover candidates, including several that I have thought of:

1. Riverbed (RVBD | $1.53B market cap): major competitor to Cisco's WAN Optimization and Application Acceleration products. I've always thought Cisco would buy them, but perhaps HP is better suited.
   
2. NetApp (NTAP | $9.63B market cap): another possible target for Cisco. Otherwise maybe HP or Dell?
   
3. F5 Networks (FFIV | $3.73B market cap): No idea; maybe HP or EMC
   
4. Brocade (BRCD | $3.69B market cap): seems like HP is the lead candidate... if not, maybe EMC or IBM
   

and others.... Check out the complete article and list here.

Tech Industry M&A Activity

It's always fun to speculate about IPO's, mergers and acquisitions. In the tech industry it happens so often it's hard to keep track of who bought who and how long ago it was.

My current train of thought on the topic surrounded the recent news of CoreSite. CoreSite is a Carlyle Group company, which as I mentioned before is a HUGE global private equity company. I wondered if CoreSite would do an IPO in the near future. Carlyle invested in Equinix in 1999 -- their site says "acquired" in 1999. Equinix then raised $240 Million in their IPO a year later.

Some other interesting ones I have seen a few times:

• Savvis and Global Crossing

• Level 3 and Spint Nextel?

With all of the news Cisco has made lately, there could be some acquisitions by the other big players to get deeper into the networking market:

• Either IBM or HP to buy Juniper or Brocade ?

I refuse to believe that Cisco would buy EMC, but do think they could/should buy NetApp. Or maybe Isilon Systems?

Either HP or Cisco could by F5

All speculation -- but the tech industry M&A activity does seem to be picking up.

Monday Links - March 30, 2009

LOTS of news today, and not much time, so here you go.....


NYT: Rackable vows to outlast price war with Dell. Interesting story about Rackable and their history and strategy against Dell. I like Rackable....I don't think they are the right solution for 'everyone', but there is a lot of potential.

Rackable, along with Intel, Netapp and Akamai have probably bought a few steak dinners for Facebook executives lately. Data Center Knowledge reported today about them seeking up to $100 million to expand data centers. To compliment that post and the Businessweek article, I found these interesting:

• Niall Kennedy has a very nice write-up with an amazing amount of detail about Facebook operations, user stats and data centers.
• Fool.com also has a nice commentary about the TriplePoint Capital conversations and overall troubled state of banks with tech companies.

At the Intel Xeon 5500 launch today, Intel also announced a Data Center Efficiency challenge. It should be interesting to see what people submit for videos. Check out the Facebook page with contest rules and details here.

I can just feel the momentum going for container data centers.... and apparently CRG West gets it also. Data Center Knowledge reports on a partnership with CRG West and HP to deploy the HP POD container. Very cool stuff. Check out the press release here.

"Data Center Fabric" is fast becoming a big term for 2009. Juniper Networks outlined their vision and strategy today for the next generation data center fabric. David Yen's blog at Juniper also has some details on project 'Stratus' .... here.

"PFB Seeks 40 million pounds in Data Center Financing" . If my currency conversion is correct, that's about $57 million. Pinder Fry and Benjamin is a London-based real estate firm with an interesting data center investment portfolio. The Data Center Dynamics article states that "The company said this third round of funding would be used to invest in the sites to which it has already committed and new data center investments." The March 9 Offer Summary can be found here.

A magnitude 4.3 earthquake hit the bay area this morning -- about 16 miles east of San Jose. The interesting thing was that a new fault was discovered. No major damage was reported. Lots of tweets surrounded the event this morning as well. No news or impact on data centers that I have read about yet.

Check out the Phase 2 notes from Michael J. Morris on his data center project - with networking based on the Cisco Nexus-series line. It sounds like a very fun project

Finally -- this is an Iowa blog, so I have to say GO Gov. Culver Go! :) Governer Culver announced he had a positive, productive meeting with Microsoft today. The status of the West Des Moines data center hasn't changed, but at least it isn't cancelled. I am still SUPER curious to see if the Iowa facility will be the test bed for their 4th generation design.

5 days, 19 hours and 12 minutes until opening night of Baseball!!

Netapp DoD Data Migration

Enterprise Storage Forum has a pretty interesting story on the Defense Contract Management Agency (DCMA) going from 18 data centers to 2. They virtualized the middleware and consolidated data with Network Appliance's Virtual File Manager (VFM).

In addition to consolidating the servers, DCMA also needed to set up a common file system that would work across the enterprise. For this it created a File Area Network (FAN) using software and storage appliances from Network Appliance. DCMA has more than 300TB of storage.

I think we will continue to see stories like this as large projects are under way to consolidate, virtualize and setup common file systems and platforms across the enterprise.

Check out the article here

Netapp Cogeneration

It's too late for me to think up any comments on this article, other than to say that this is pretty cool (literally) stuff.

Very much worth a read.

Check out the article here