SMBs will start buying IBM. 8-)
-----Original Message-----
From: HP-3000 Systems Discussion [mailto:[log in to unmask]] On Behalf Of John Lee
Sent: Monday, August 22, 2011 2:31 PM
To: [log in to unmask]
Subject: Re: [HP3000-L] Disappointed again.
Is the "cloud" going to reduce hardware sales significantly? Will SMBs stop buying ProLiants and Unix servers 5 years from now and do their computing via the web? Is this a trend?
John Lee
At 02:05 PM 08/22/2011, Ron Seybold wrote:
>John Lee wrote:
>
> > An analyst interviewed on CNBC today thinks that HP's Board is
> trending out of the hardware business and going to concentrate on
> software and become a software company.
>
>If that's correct, a lot of HP's enterprise customers should be trying
>to calculate the rate of trending away from NonStop, VMS and HP-UX
>servers. All of which operate with Itanium chips. No growth there
>anymore. And that's the wrong kind of software, if last week is a good
>indicator.
>
>It's hard to see HP giving up on the ProLiants, so profitable, and
>really leading in their space for blade servers. So at the very least,
>that's much slower trending. HP is still signing up new ProLiant
>customers.
>
>Does storage count as hardware? HP is competitive and profitable in
>that sector, too. Not sure about the margins there -- have to check
>with my pal Scott Hirsh, or as he's known on Twitter, @MisterStorage.
>(Once led the SIGSYSMAN group and a 3000 shop in San
>Francisco.)
>
>Then there's the printer business, which is certainly hardware for
>about 30 days in any customer's life. Then they become an HP customer
>for ink and paper. Big margins there, one $17 cartridge at a time. HP
>talked up its "increasing page count" for its honking-big Indigo
>commercial printers. But that's "page count," not "hardware units sold
>count." Again, ink and paper, but much larger quantities than $17 a
>throw.
>
>The surprise to me during the pullout of last week was how short the
>leash looks for WebOS. CEO Leo is a software guy, but his idea of
>software isn't an OS, it's Autonomy -- the UK firm that managed to sell
>$850 million of SaaS last year. Or, fewer sales than those stalled
>NonStop, VMS and HP-UX businesses post in half as many months. I don't
>know what magic HP will manage to spin an $850-mil company into a
>business big enough to replace its profitable hardware lines.
>
>Is there a chart for trending on magic?
>
>Ron
>
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