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  1. #1
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    [EN] When No One Can Make Money In Systems

    Timothy Prickett Morgan
    June 6, 2017

    Making money in the information technology market has always been a challenge, but it keeps getting increasingly difficult as the tumultuous change in how companies consume compute, storage, and networking rips through all aspects of this $3 trillion market.

    It is tough to know exactly what do to, and we see companies chasing the hot new things, doing acquisitions to bolster their positions, and selling off legacy businesses to generate the cash to do the deals and to keep Wall Street at bay. Companies like IBM, Dell, HPE, and Lenovo have sold things off and bought other things to try to recreate themselves in the market’s image, and while the jury is still out on such strategies, it is safe to say that they rarely produce the kind of rosy outcomes that CEOs espouse. It is far easier to create a niche in the business and build a monopoly or to take one away from someone else.

    Hewlett Packard Enterprise is a classic example of a company that has been doing turnarounds so long that you can get a little dizzy watching. But even after shedding its services business a few months ago and even with its plans to exit most of its software businesses, HPE is still a pretty good bellwether for what is happening in compute in the datacenter thanks to its dominant position as the biggest revenue-generating supplier and volume leader in systems.

    And HPE’s recent financial results are therefore not necessarily good news for those of us who believe that server sales are a leading indicator for what is going on in the IT sector. We do believe this to be the case, but we also know that the global IT climate is changing and old algorithms of prediction might not necessarily hold.

    Commercial OEM suppliers like IBM, Dell, and HPE were faced with the option of exiting the portion of the volume server segment that is comprised by the top eight hyperscalers – Google, Amazon, Microsoft, Facebook, Baidu, Tencent, Alibaba, and China Mobile – who account for around a quarter of server shipments worldwide, or to compete with the ODM suppliers in Taiwan who undercut them on prices and who have been successfully building custom machines for the hyperscalers and now those who want to emulate them in the telco and enterprise sectors. Everyone is trying something to better chase the IT dollars.

    • Cisco Systems emerged from nowhere eight years ago and carved out its piece of the server pie brilliantly, but put intense pressure on the OEMs and, equally importantly, forced all of the server makers to come up with their own networking.
    • IBM, after a few years of this, threw its hands up and sold off its System x business to Lenovo, which in turn wanted to buy its way into the volume server business much as it bought its way into the volume PC business when it acquired IBM’s PC business a decade ago. This has not gone particularly well for Big Blue, which gave up control over hundreds of thousands of customers and thousands of reseller partners. Lenovo, for its part, is trying to keep Huawei Technologies, Sugon, Inspur, Dawning, and others in China at bay while competing in Europe and the United States against the OEMs and ODMs as well as Supermicro, which falls somewhere between the two categories.
    • Dell, which wants to topple HPE as the world’s dominant system maker and which is trying to keep Lenovo at bay, spent tens of billions of dollars to go private and then spent tens of billions more to acquire EMC and VMware to bulk up its datacenter efforts. This strategy could work, but it is an expensive one.
    • HPE bought SGI to move upmarket into the HPC and data analytics sectors with the company’s NUMA systems and expertise in simulation and modeling as well as connections in the US government. It has bought 3PAR, SimpliVity, and Nimble Storage to carve out more market share in converged and flash storage. And it has been chasing volume deals with its various OEM-style server lines. But growth has been easier to come by than profits, and then the shortages in DRAM and flash memory hit late last year and it has been exceedingly challenging for HPE and its peers in servers and storage. The spinoffs of HPE’s services and software businesses are happening just as the “Skylake” Xeon launch from Intel and the “Naples” Epyc launch from AMD are set to disrupt the server space, causing a pause in buying. (Timing is everything. The Compaq acquisition by HP closed on September 10, 2001.)


  2. #2
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010
    This server buying pause affects all server makers, but HPE is the biggest and most visible supplier and so it seems more alarming. It doesn’t look very pretty at HPE, and that is not good news for the systems business because it probably does not look very pretty at other server makers whose numbers are not public.

    In the chart above, which shows the core HPE business since the Great Recession recovery started, the red Enterprise Services business has been discontinued as this was sold off to Computer Science Corp and the blue boxey line is about ready to go away once the spinoff to Micro Focus is complete. Basically, HPE becomes Enterprise Group, and it is absolutely dependent on shifting iron and selling support and financing for it.

    Ask yourself this: What happens when no one who makes systems can make money on making systems? The tens of millions of organizations that use servers to run their businesses can’t all join Open Compute and engage the ODMs, and honestly, the 50,000 or so organizations that comprise the highest end of HPC, hyperscale, cloud, and enterprise computing and that are the main audience for The Next Platform, can’t do this, either. They buy servers in dozens to the hundreds, not in the tens of thousands, and they cannot command the attention of the key ODMs and must rely on the OEMs. It would be fascinating to see how the functionality and price/performance of hyperscale and OEM systems aimed at enterprises have diverged in the past decade, if such data were ever made public. (Which it will not be.)

    In the second quarter of fiscal 2017 ended in April, server sales were off 14 percent to just a hair under $3 billion, and to put that decline in perspective, that is half the decline seen for several quarters during the belly of the Great Recession back in 2008. While the beginning of the calendar year is never a particularly strong sales period, we think the impending Skylake and Naples launches from Intel and AMD did not help matters and, to make matters worse, those hyperscalers who could get Skylakes early don’t tend to buy their servers from HPE. Moreover, HPE said it had a stall among its tier one server buyers – HPE speak for what we call hyperscalers – and that made matters worse. It seems very likely that Microsoft is ramping up production on Project Olympus servers running AMD and ARM processors and these are not, as far as we know, being manufactured by HPE as the prior generation Open Cloud Servers were. Our point is, this is a big server revenue decline that HPE stomached.

    Here is what the new HPE looks like when broken out by operating categories rather than the larger groups:

    The run rate in server sales is down by a third since the recovery from the Great Recession, and essentially, HPE has not been able to make it up in volume. Its storage and networking businesses do as well as any other server maker, but they never rivalled Cisco and EMC, the latter of which is now part of Dell. This gives Dell a tremendous amount of leverage in the enterprise datacenter.

    Something larger may be at work here that is putting pressure on HPE and its peers. In a modern datacenter with distributed systems, networking accounts for about 20 percent of the cost of a cluster, and is rapidly growing to 25 percent. The remainder is split pretty evenly between servers and storage, and the lines are blurring between these categories, too, making quantification and classification even more difficult. Suffice it to say that you would think that HPE’s goal would be to have its Enterprise Group revenues reflect the market at large. But HPE only booked storage sales of $699 million in the second fiscal quarter, down 13 percent, and networking sales of $582 million, down 30 percent. Assuming that about half of HPE networking sales are for campus and branch office gear we don’t care about here at The Next Platform, then the ratio of networking to storage to server sales at HPE is something like 1:3:10 instead of 1:1.2:1.8 that we expect from the market at large.

    HPE doesn’t have a server sales problem so much as a networking and storage sales problem. Taking on Cisco and EMC is not an easy task, or a cheap one. And carving out dominant share positions in a world with increasingly open and commoditized networking and storage makes it even harder to make money.

    Having said all of that, HPE’s core systems sales has not collapsed as far as you might think. As the chart above shows, that core business of selling servers, switches, and storage exploded after the Great Recession due to pent up demand and acquisitions. The declines were pretty harsh in fiscal 2012 and 2013 as the competition ratcheted up and the hyperscalers had explosive growth and started doing their own things with the ODMs. Growth was tepid in fiscal 2015 and most of fiscal 2016, but really started to get hammered starting a year ago. It is now clear what HPE will do – or what it would be able to do even if it doesn’t think of it – to get its datacenter business in balance.

    Cisco could always buy HPE and make some real trouble for Dell. But the larger problem remains. We can put together revenue streams in creative ways, but no one seems to be able to make the money that allows for reward for hard work and pays for innovation. HPE’s operating income used to run about 15 percent of revenues in the wake of the Great Recession, and now it is down to around 10 percent; real income after taxes and countless reorganizations, acquisitions, and divestitures is even lower, although it will be getting some cash for the spinoffs of the services and software businesses.

    Our point is that in a world where there is no profit in the core IT systems in the datacenter, the cloud wins, and the big clouds become the primary route to market for compute, storage, and networking and they have tremendous pricing power and customer account control. This is certainly not going to be a friendly world for ODMs or component suppliers, and very likely not to customers, either.


  3. #3
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    How the top 5 tech companies make money.

    Dave Reinsel, IDC‏ @DavesBytes

  4. #4
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010
    HPE said it had a stall among its tier one server buyers – HPE speak for what we call hyperscalers – and that made matters worse. It seems very likely that Microsoft is ramping up production on Project Olympus servers running AMD and ARM processors and these are not, as far as we know, being manufactured by HPE as the prior generation Open Cloud Servers were. Our point is, this is a big server revenue decline that HPE stomached.
    Essa é uma das estorinhas prediletas usadas para demonstrar a "ameaça" (ou força) dos hyperscalers mas IMO é uma narrativa frágil. Por exemplo, a Microsoft tem alegado dificuldades para fabricar servidores especiais, não conseguindo obter vantagem de preço ou prazo para "grandes" encomendas e incorrendo em aumento de custos e perda de prazos para reposições e pequenas quantidades. Por sua vez, a Amazon reclamou não receber a devida atenção da ARM, acostumada que está com a vassalagem da Intel. Acontece que apenas Intel e Samsung possuem fábricas próprias para produzir os chips que projetam. O resto dos mortais tem que entrar na fila, negociar quantidades, prazos, etc, não existindo muita margem para atender "caprichos" de hyperscalers com modificações especiais. Dito isso, me parece mais exequivel pressionar grandes fabricantes, hipercompradores de componentes, do que sair arrotando ser hyperscaler e tentar encomendar diretamente quantidades insignificantes. Segundo a Microsoft, não está funcionando -- daí iniciativas "open hardware" para alavancar clubes de compras BTW alguns aqui devem estar lembrados quando a Softlayer comprava carretas de Supermicro e ainda assim não conseguia sequer receber os servidores sem cabos adicionais, manuais, CDs, etc, sendo obrigada a pagar para descartar esse material não-reciclável que acompanhava as embalagens.
    Última edição por 5ms; 07-06-2017 às 01:01.

  5. #5
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    HPE’s Whitman Says Edge Will Drive On-Prem Data Center Demand

    Christine Hall
    June 7, 2017

    Edge computing was front and center when Hewlett Packard Enterprise CEO Meg Whitman took the stage at the company’s Discover 2017 conference in Las Vegas Tuesday afternoon. She was there to talk about HPE’s vision for the future, which is all about taking business to the edge of the internet. In her vision of a future dominated by mobile devices and the Internet of Things, traditional on-premises data centers are the drivers, with public cloud along for the ride in the back seat.

    “Just to be clear,” she said about ten minutes into her talk, “this new intelligent edge does not make your data center less important. It actually makes it more important than ever, because your companies aren’t going to have only one edge, or a limited amount of edge devices — you will have many. This is going to require an even greater amount of centralized computing to get the most out of your digital operations.”

    This wasn’t surprising coming from a company that recently gave up its public cloud aspirations to jump on the hybrid cloud bandwagon. What was a little surprising was the hard sell. Whitman seemed to be there not so much as the company’s CEO, but as a senior sales rep selling the notion that soon everything is going to be computerized, and that with HPE’s help, companies can keep their data safe and secure in their own data centers while taking advantage of a new internet economy that will be centered on the network’s outer perimeter.

    “While we keep hearing the hype that everything is moving to the public cloud, it’s just not happening,” she said, pointing out that market researcher IDC has reported that 53 percent of enterprises have left or are considering leaving the public cloud to bring their workloads back to on-premises data centers. “Public cloud is absolutely the right choice for certain applications and certain use cases, and it’s part of the right mix for hybrid IT.

    “Simplicity, time to deploy, and cost is what made the public cloud so popular,” she added. “But many customers have reached a point where they’re now asking us to help them optimize in a hybrid environment. And once they get to a certain point with the public cloud, they essentially hit what we call ‘the cloud cliff,’ where either for reasons of control, security, performance or cost, the platform they went with is no longer the best option.”

    She cited two examples, Dropbox and Smartsheet, of companies that began with a public cloud-based infrastructure but eventually decided to migrate to a hybrid approach anchored by on-premises data centers. “Dropbox is now cash flow positive, a key objective in its maturation as a business, as well as positioned to accommodate a lot faster growth in the enterprise market.”

    There were several reason behind the decision by Smartsheet, a SaaS collabration platform, to switch from a public cloud-centered approach, starting with a need to gain more control over its infrastructure, Whitman said. In addition, the company was finding that as it grew, its cloud-based model had become expensive, a particular concern since the company uses a freemium model to attract paying subscribers.

    Whitman pointed out that the move was daunting. “When the company considered moving to a hybrid IT model, it wrestled with another set of challenges. First, the shear complexity of the migration. Second, Smartsheet also needed to fund the transition without cannibalizing its investments in other areas. And finally, it needed to manage both operations, retiring the cloud environment and a new on-prem build, without adversely impacting its business.”

    The long and short of it was that with HPE doing most of the heavy lifting, the transition was evidently smooth and affordable.

    The approach that Whitman is advocating is not new of course. The hybrid cloud approach of keeping most day-to-day operations running in traditional on-premises data centers and using the public cloud as an adjunct has long been recommended by other large solutions providers — such as Red Hat, which pioneered the approach — and decentralizing the network by moving to the edge with the use of microservices and the like is increasingly being embraced in the age of mobile devices and IoT.


  6. #6
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    HPE's Whitman: Public cloud world 'just not happening'

    Scharon Harding
    06 June 2017

    Public cloud is not set to take over the IT world, Meg Whitman, president and CEO of Hewlett Packard Enterprise (HPE), said during the vendor's Discover 2017 event in Las Vegas, NV this week.

    During the event's Global Partner Summit keynote, Whitman spoke to channel partners about the importance of hybrid IT, which she defined as applications running on prem, off prem and increasingly at the edge working together "seamlessly". This approach, she said, will take lead over completely public cloud environments, she said.

    "The reality is while we keep hearing hype that everything is moving to the public cloud, it's just not happening," Whitman said. "In fact, according to IDC, 53 percent of enterprises have or are considering bringing their workloads back on premises. I'm willing to bet that that percentage is going to increase."

    The executive pointed to customers who had moved everything to the public cloud under the lure of simplicity, short time to deploy and cost coming to HPE to instead optimize for hybrid environments.

    Whitman attributed this to public cloud customers encountering the "cloud cliff".

    "They were staring into an abyss. Whether for reasons of cost, security, or performance, the public cloud was no longer the best option for them," Whitman explained. "But these customers [don't] want to just unplug. They want to scale to a hybrid environment that's developer-friendly and gives their business more control and better TCO."

    While Whitman noted that public cloud is the "right choice" for certain applications and certain use cases - such as retail's highly variable workloads or test development environments - it's best as part of the hybrid IT mix.

    She claimed that with data growth happening from the core of the datacenter to the cloud and "especially" the edge, hybrid IT is seeing growing demand.

    "Increasingly we see a world where hybrid will be the dominant strategy for most customers," Whitman told delegates. "All this is fueling the emergence of software-defined infrastructure innovation, increasing requirements from multi-cloud data mobility and driving new ways to easily purchase and consume IT services."


  7. #7
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    "everything computes"

    Steven Burke
    June 7, 2017

    Hewlett Packard Enterprise CEO Meg Whitman Tuesday told several thousand customers that businesses will "live or die" based on how they adapt to a world in which everything is connected and "everything computes."

    "We see this emerging world as one where everything computes and, in that world, your business will live or die based on technology," said Whitman in a keynote address at the HPE Discover conference. "We see it over and over again: outstanding business outcomes occur when you combine the right mix of breakthrough innovations with the right experience at the right time. A world where everything computes comes with tremendous opportunities and challenges."

    Conquering those real world challenges and helping customers capture the opportunities that come in an "everything computes" world is at the heart of HPE's strategy to make hybrid IT simple, power the intelligent edge and provide the services expertise to "make it all happen," said Whitman.

    HPE unveiled a blizzard of technology breakthroughs at HPE Discover 2017 aimed at helping customers build more secure and dynamic infrastructure and drive better business outcomes in an "everything computes" world. These included a new Gen10 server platform [4] billed as the world's most secure industry standard server; robust updates to the company's Synergy composable infrastructure [5], which is accelerating private cloud adoption; a new Aruba 8400 core switch [6]that partners are calling a Cisco Catalyst "killer;" a new Aruba Internet of Things asset tracking solution [7] for the intelligent edge; and new HPE Edgeline Services Platform [8] to help partners manage and control industrial connected systems and networks.

    The key to making hybrid IT simple is helping customers make decisions on which applications run off premises, on premises or at the edge, said Whitman. Just as important, said Whitman, is HPE's mission to help customers stretch beyond the data center to deliver transformative experiences for their customers at the intelligent edge.

    "In this new world autonomous systems will make data-driven decisions that improve profits, save lives and enhance the world in which we live," said Whitman. "This is so important because according to (market researcher) IDC 43 percent of IoT (Internet of Things) data will be analyzed at the edge."

    HPE's "trusted advisor" Pointnext services organization- which was launched three months ago – is developing new services aimed at providing customers the ability to "turn data into insight and insight into action" to drive better business outcomes, said Whitman.

    To drive home the power of the HPE strategy, Whitman pointed to cloud workplace provider Smartsheet's decision to move from a public cloud platform for its highly regarded software-as-a-service offering to an on-premises HPE private cloud and Merck, a $40 billion pharmaceutical company, which also embraced an HPE hybrid platform.

    Clark Golestani, president of the emerging business and global CIO for Merck told HPE Discover attendees that his company did a comprehensive analysis of the public cloud versus hybrid IT and selected HPE hybrid IT. "With regulatory constraints, privacy and also cost – which is very important for us – it really drove us to a converged (HPE) infrastructure solution on premise," he said.

    More importantly than even regulatory and privacy issues were the operational issues associated with public cloud versus an HPE hybrid IT solution, said Golestani. "The idea that we could be down for a day is unacceptable," he said.

    "The idea that we would not deliver medicines potentially around the globe to patients that require that is something that we just can't conceive of," said Golestani. "So putting it in the cloud really is not an option for us. We need to be up all the time every day."

    The flexibility with the HPE hybrid IT infrastructure and "tremendous cost savings" – which ultimately drives more Merck R&D – was critical in the decision adopt an HPE hybrid IT solution, said Golestani.

    As for Smartsheet, Whitman said the company's cloud based business model was becoming "increasingly expensive" when it turned to HPE for help. The company wrestled with the "sheer complexity" of the migration to the private cloud and the funding to make the switch, said Whitman.

    With the HPE partnership, Smartsheet installs, configures and tests the HPE infrastructure but only begins paying for it once it is "poised to become revenue generating," said Whitman. "In my view that is the perfect example of the right mix of innovation meeting the right experience," she said.

    Whitman said HPE's commitment to being "services led and outcome focused" is driving partnerships with a growing ecosystem of the largest system integrators from all over the world.

    HPE, for example, has teamed with Wipro, one of the top India-based system integrators to provide a flexible capacity consumption model that provides customers public cloud economics in a managed private cloud offering.

    Abidali Neemuchwala, CEO and executive director of Wipro, the $7.7 billion system integrator giant, with a 175,000 strong workforce, told Discover attendees that the digital transformation impacting all industries is profound. He said the HPE partnership has been critical in helping Wipro deliver transformative hybrid IT-intelligent edge breakthroughs for customers.

    Wipro's own digital transformation is also helping it deliver next generation "everything computes" solutions for its customers, said Neemuchwala, "With cloud, cognitive, AI and analytics, banks are becoming branchless, cars are becoming driverless, manufacturing is becoming digital and smart and IT services is becoming people-less," he said. "So it is a huge transformation. The way we are enabling it is by not only helping customers transform but also transforming Wipro itself."

    Wipro's focus is on "simplification" with an eye towards the elimination of business processes, tasks, applications and hardware that can be eliminated, said Neemuchwala. "What can not be eliminated then gets hyper-automated," he said.

    Wipro's HOLMES artificial intelligence platform is used to deliver that hyper-automation with cognitive technology, said Neemuchwala. Over the last year, Wipro has been able to hyper-automate the work of about 12,000 people who have been re-deployed to other activities and deliver more productivity to customers.

    "What we can't hyper-automate we believe will move to crowdsourcing," he said. Wipro now owns one of the world's largest crowdsourcing platform which is being re-engineered for enterprise crowdsourcing, said Neemuchwala.

    Neemuchwala said the partnership with HPE has allowed Wipro to provide speed and agility to customers like RSA, one of Britain's oldest insurance companies. Leveraging the HPE technology stack, Wipro enabled RSA to launch new insurance products faster, he said.

    Wipro has also leveraged the HPE stack to deliver new IoT services to RSA, while at the same time reducing the company's IT real estate by about 50 percent, with a 25 percent IT cost savings, said Neemuchwala.

    Wipro has also leveraged the HPE technology stack to drive an improved passenger experience with intelligent edge HPE technology at Toronto's Pearson International Airport, said Neemuchwala, while at the same time driving higher per-passenger revenue for the airport. "It is a complete hybrid IT – intelligent edge solution," Neemuchwala.

    Finally, Wipro is providing the hybrid IT infrastructure that has allowed a brass lock and metal key company to transform to a smartphone based system, said Neemuchwala. "This is about opening, millions of times a day, locks and keys all over the world," he said. "In partnership with HPE, we have enabled them to provide a very reliable and secure hybrid cloud on the boundaryless data center Wipro platform."


  8. #8
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    Whitman on Dell EMC's 'Old Technology' bet and Cisco's UCS-VCE Data Center dilemma

    Steven Burke
    June 5, 2017


    The HPE of today is moving at a pace more akin to a Silicon Valley startup – even if it is still a $30 billion company – than a legacy infrastructure technology provider. It's a long way from the $127 billion Silicon Valley dinosaur with 325,000 employees and $12.5 billion in debt that Whitman took the helm of in September 2011.

    Among the biggest HPE breakthroughs at Discover are new Gen10 servers with a silicon-based security solution that HPE says makes them the world's most secure industry standard servers, improvements to HPE's highly acclaimed Synergy composable infrastructure and new Aruba innovation.


    What sort of innovation will be seen at HPE Discover and what's the pace of innovation?

    It is definitely faster. Innovation in the enterprise is actually a bit of a long term play. A lot of the innovation that we reignited four years ago is actually now coming to the market.

    I was a consumer gal (former CEO of eBay) as you know. The pace of consumer innovation is much faster. This takes some time. I remember when I first came to HP I said to the server team I want to be able to build servers that we can advertise with confidence that will withstand scrutiny that we offer the world's most secure server. And with Gen10 we are going to be able to do that. I think that is a bit of a game changer for what people think of as sort of a commodity offering. If you can legitimately say – which we can – that we offer the world's most secure server that is a differentiator that I think people will pay for because security, as you well know, is at the top of everyone's concerns.


    What is the the HPE strategy versus Dell EMC?

    For many years Dell followed HPE's strategy. Now each of the companies are on quite a different strategy. We are getting smaller, and more focused and nimbler and faster. They are getting bigger. We are de-leveraging the company. We have $11 billion of net cash on the operating company. They have got about $50 billion of net debt on Dell Technologies. We are leaning in hard to new technologies to the growth areas where partners can make money and grow their business. They are doubling down on old technology in a cost takeout play. We are investing more in R&D and marketing and digital marketing to generate demand for partners. It is not clear to me they are doing that. It is an entirely different strategy.

    Given the pace of change in this market I like being the PT boat that can maneuver and make the right acquisitions, do the right R&D. So it is a very, very different strategy. I like our hand and it feels like we are winning in the marketplace.

    How does the Cisco strategy compare to the HPE strategy?

    I thought for a while Cisco was going to broaden their footprint in the data center beyond networking. It is pretty clear that they are not doing that anymore. UCS really is losing a lot of share. We are crushing them with our new blade infrastructure. VCE I don't actually think is going anywhere. I think VCE is kind of dead. I was worried about UCS and VCE five years ago. So I think they are basically saying, 'We are going to stay in the data center only in networking.'

    I think they have network security as a strategy but with this AppDynamics acquisition, it is not immediately clear to me what they are trying to do here. I think you see a transition of leadership. They are grappling with the same market challenges that we are but they are not headed in my view to the software-defined data center like we are. We see them in the campus and branch. We see them with Meraki all the time, but we win most of those battles. Interestingly they have been talking about IoT for a long time. Our IoT strategy is more real than theirs.

    Do you see Cisco giving up on UCS?

    That's what we see. We used to see UCS everywhere in the blade infrastructure. We would compete against them all the time. I haven't seen UCS show up in a while. I call all the deals where we have a close call. I never see that anymore. I think UCS is not going anywhere. And as I said VCE – converged infrastructure- with Cisco, VMware and EMC – I think that may have fallen by the wayside in the context of the Dell Technologies change.

    How much bigger can HPE get now that you have the capital infrastructure to go after this market?

    We should as a company return to growth but at a very minimum we are driving these pockets of growth; high performance compute, composable infrastructure, campus , branch and edge, IoT, blades. These are growth areas and we are driving them hard. At the same time, we want to make sure that we don't lose sight of the volume business and the core because that is still 70 percent of the market. There are still plenty of people that call partners and want to buy 500 servers, and we need to have the very best offering that we can there for them.


    Última edição por 5ms; 07-06-2017 às 20:14.

  9. #9
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    Huawei will leapfrog HP, Dell, Lenovo to lead the PC market in 3--5 years, COO says

    HP, Lenovo, Dell, Apple, and Acer make up the top five players in the world by market share (IDC).

    Arjun Kharpal
    June 08, 2017

    Huawei will become the top personal computer maker in the world in three to five years, leapfrogging the likes of HP, Lenovo and Apple, a top executive at the firm told CNBC on Wednesday, just days after launching new notebook devices.

    In May, the Chinese firm took the wraps off of the MateBook X, MateBook D and MateBook E — the X is a laptop that competes directly with Apple's MacBook line of products. For its part, the company says it is bullish on its plans in the PC space.

    "Whenever Huawei decides to enter an area, make a product, our target is always to be a global leader," said Wan Biao, chief operating officer of Huawei's consumer business group. "I think this comes from Huawei's unswerving input in R&D, and our innovation capabilities. I think these has already been proven in our smartphone products."

    When asked how long it will take to sit at the top spot in the market, Wan said the "process would take about three to five years."

    The PC market has been declining for several years, but it recorded 0.6 percent growth in the first quarter of 2017, according to data from IDC. Given that low growth, it's an incredibly tough market.

    HP, Lenovo, Dell, Apple, and Acer make up the top five players in the world by market share, IDC said. So if Huawei becomes number one, that would mean beating out those top players. Wan, however, said he's confident.

    "Of course, we are confident because of Huawei's powerful innovation capabilities. In fact, in the laptop space some technologies are the same with smartphone. In the meantime, with the development of AI, AR and VR [artificial intelligence, augmented reality and virtual reality] technologies, the chance to succeed will only grow bigger for a strong innovative company," Wan told CNBC.

    Huawei's consumer business is relatively young and began with smartphones. The Chinese giant is seeing success: reported revenues in its consumer business group were up 42 percent year-on-year in 2016 to 178 billion yuan ($26.19 billion). Smartphone shipments were up 29 percent to 139 million units, and Huawei is now the third-largest smartphone vendor in the world by market share.

    Wan's projection of being the top PC maker in only a few years mirrors similar bullishness from the company about smartphones. In 2016, Richard Yu, the CEO of the consumer division at Huawei, told CNBC that the firm would be number one in smartphones by 2021.

    It may seem odd that Huawei is entering a stagnant market, but the tactic is to try and create an ecosystem of products for consumers. Not only does Huawei have smartphones, but it also sells smartwatches and Wi-Fi routers. Laptops are another edition to the portfolio.

    "I think for Huawei's strategy, one of the most crucial points is the connectivity of all things. Every object in the world should be able to connect … Therefore Huawei is also developing our business over these notions," Wan said.


  10. #10
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    Huawei announces Huawei Hybrid Cloud for Microsoft Azure Stack

    PR: Huawei to expand its server product portfolio to deliver hybrid cloud solution for Microsoft Azure Stack

    SHENZHEN, China, June 9, 2017 /PRNewswire/ -- Huawei announces plans to expand its server product portfolio to deliver Hybrid Cloud solution for Microsoft Azure Stack: a hybrid cloud powered by Huawei servers and switches. The jointly-engineered solution will enable enterprises and service providers to deploy Azure services on-premises with seamless consistency with Azure, allowing enterprises to accelerate their digital transformation and adopt a hybrid cloud platform with confidence.

    Huawei Hybrid Cloud for Microsoft Azure Stack is expected to be commercially available by Q1 of 2018.

    The jointly-engineered solution – based on Huawei's latest-generation FusionServer and CloudEngine switches – uniquely offers built-in integration between Huawei's eSight management software and Azure Stack, enabling customers to implement 360-degree management on hardware devices.

    Azure Stack is an extension of Azure, providing the same application model, self-service portal, and APIs. This enables the modernization of applications across hybrid cloud environments, balancing flexibility and control.

    The Huawei and Microsoft jointly-engineered solution also shares the same architecture and user interface as Azure, allowing users to seamlessly deploy, manage and migrate applications across clouds. As a result, enterprises can transform their businesses through automated IT services, maintain critical data on-premise, and deploy new services and cloud-native applications faster with fewer costs.

    Huawei's hybrid cloud infrastructure features FusionServer, which delivers integrated high-density architecture, large storage capacity, and highly reliable management. It is an ideal choice for cloud computing, big data, and HPC applications. Huawei CloudEngine switch provides high-density 10G access and up to 100G interconnect, enabling networks of high performance and reliability, large cache, and low latency. At the end of 2016, Huawei had delivered over two million virtual machines and 420 cloud data centers to customers in 130 countries in a number of sectors, including government, public utilities, carrier, energy and finance.

    "Combining Huawei's competitive strength in server hardware with Microsoft's cloud expertise, the groundbreaking Huawei Hybrid Cloud for Microsoft Azure Stack is an ideal option for enterprises moving to hybrid cloud," said Qiu Long, president of Huawei IT Server Product Line. "The jointly-engineered solution epitomizes the successful and symbiotic relationship between the two companies."

    Mike Neil, corporate vice president, Enterprise Cloud, Microsoft Corporation said, "We are pleased to work with Huawei on the launch of their new solution, Huawei Hybrid Cloud for Microsoft Azure Stack. "Huawei has a strong market position and rich product portfolio, and will help to accelerate the adoption of hybrid cloud platforms with existing and new customers, and expand the strategy to new markets."

    About Huawei
    Huawei is a leading global information and communications technology (ICT) solutions provider. Our aim is to enrich life and improve efficiency through a better connected world, acting as a responsible corporate citizen, innovative enabler for the information society, and collaborative contributor to the industry. Driven by customer-centric innovation and open partnerships, Huawei has established an end-to-end ICT solutions portfolio that gives customers competitive advantages in telecom and enterprise networks, devices and cloud computing. Huawei's 170,000 employees worldwide are committed to creating maximum value for telecom operators, enterprises and consumers. Our innovative ICT solutions, products and services are used in more than 170 countries and regions, serving over one-third of the world's population. Founded in 1987, Huawei is a private company fully owned by its employees.


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