Sep 30 2007
Death to Hard Drives! (Well, maybe not at these prices…)
Fusion IO showed off their new storage product at the Fall DEMO show last week (I love DEMO, my former startup DropZone Networks was DEMOMobile’s featured Wireless startup in 2004) and they blew everyone away with their new card which when it ships will put an amazing 640 GIGABYTES of NAND Flash memory onto a PCI Express card. YiKeS!
According to their FAQ,
The ioDrive™ is designed to deliver 100,000 IOPS (input/output per second) per PCIe x4 card, while achieving sustained data rates of 800MB/sec (Read) and 600MB/sec (Write)
This is just such a cool product - Imagine being able to store everything in your iTunes library, all your docs, media, everything in your online world in a non-volatile and incredibly fast package that could fit in a single card slot in your computer. Clearly they could make these in 1TB and larger sizes as well.
I ‘m sold. Sign me up! I’ll take at least 4 of them (Yes, I have that much data)… how much are we talking about per card here? According to their CTO, David Flynn, they’re targeting $30/GB for these cards when they ship in the Q1 of 2008. lesse’ …$30 per gig.. carry the one… plus… uh… wait. a. minute…. for a 640 GB card, we’re talking $19,200?!?!? Are they out of their minds? For that price I have have at least 2 (two) Apple XServe RAID boxes at 5-7TB EACH and use one as a backup for the other. I won’t get 100,000 IOPS but I’ll get a lot more storage. Heck, right now 1TB of hard disk is about $250 (Seagate 1TB drives); that comes out to just under $0.25 per gigabyte. For about $1500 I can put together (including case and motherboard) a ~4.5TB NAS box in an afternoon.
Of course, I’m really not making a very fair comparison between old slow traditional disks and what’s clearly a game changing piece of technology… however ~20K for 640GB of storage is just not going to sell into corporate IT no matter how great its performance numbers are (at the end of the day, its specs, tho’ impressive, trigger the sleep reflex in management; if they’re going to drop 20Gs on a piece of hardware they want to see something physically impressive). These guys need to rock the storage market by selling these things dirt cheap and showing everyone (esp. traditional storage vendors
) how fast the world can change.
So, FusionIO, what do you say? Great idea. Looks like an amazing implementation… Do you want to sell a few thousand of these cards before some Chinese knock-off comes in and undercuts you right out of business? Or, do you want to change the face of the storage marketplace forever and make a few tens of billions along the way..?








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