Cloud computing PK: Mergers and acquisitions are full of innovation lack of passion

Global PC head to the top of the income bag no suspense, the domestic smartphone, mobile phone share jumped into the second association, from the PC extended to smartphones, tablets, smart television and other terminal equipment, this thought it will continue to siege in the consumer market pull out the village, But on September 18 low-key acquisition of a cloud computing company stoneware.

For Lenovo, the release of Thinkserver products from the middle of the year, and proposed 2015 years to become a global server TOP3, to August 1 with EMC to set up a joint venture to enter the enterprise storage market, and then to the Stoneware acquisition. All this is amply demonstrated: consumer-level business again scenery, enterprise-level market can not be lost.

This idea, but not Lenovo?

But just as IBM, SAP and Oracle, the old corporate giants, are deeply rooted and flourish, and have to do all they can to consolidate their status. Those who later want to enter this market, it is difficult to imagine. Dell, for example, seems premature to say that Dell is a successful transition. Dell's latest earnings show: Revenue fell 8% year-on-year, net profit fell 18% year-on-year. Enterprise-class business growth of 6%, offset the consumer-level business decline of 22% of the hole.

What is the most compelling technology in the current enterprise market? Cloud computing is no different. Whether it's a veteran enterprise like IBM, SAP, Oracle, or VMware, a maker of cloud computing, or a new company like Dell, if you want to be ambitious in the enterprise-level market, relying on technology accumulation, knowledge deposition, research and development investment is not enough to quickly occupy the market, They have only one killer: mergers and acquisitions.

Although global it mergers fell 33% and two year-on-year in the first half of 2012, the number of mergers and acquisitions in cloud computing remained at the top of the line, with more than 100 in the first and two quarters of the year, according to the firm's statistics.

In the third quarter, the enterprise-level market and cloud-related mergers and acquisitions are still a lot.

September 18, Oracle announced the acquisition of Selectminds Company, Selectminds is a company dedicated to the cloud environment of social talent search and corporate alumni management applications. Its products are fully integrated into Oracle Cloud Recruitment (Oracle Cloud Recruiting), performance management, and human capital Management solutions.

August 27, IBM acquired a human resources Management service provider (KENEXA) with 1.3 billion US dollars to complement IBM's social capabilities and expand its business scope in the HR field. Kenexa is rumored to be a merger, the industry has speculated that the next domestic acquisition of enterprises or will be North Sen. North Sen since 2010 launched the domestic first talent management cloud computing platform, and Kenexa called about.

August 23, VMware announced a price of about 1.05 billion U.S. dollars in cash and 210 million of dollars of unpaid equity awards for the acquisition of Nicira,nicira is a pioneer in the software-led network, but also based on open source technology to achieve network virtualization leading manufacturers. On July 20, VMware announced that the acquisition of Dynamicops,dynamicops is a cloud automation solutions provider that supports the configuration and management of IT services in a heterogeneous environment.

The two acquisitions by VMware have been widely discussed in the industry. In particular, its attempt to join OpenStack through the acquisition of Nicira is considered an "intrusion" on the existing OpenStack camp. The acquisition of Nicira helps VMware to address customer expansion from internal Cloud to Amazon Web Service, Rackspace, Google Compute engine and other public clouds, including OpenStack based clouds.

At this point, we have to mention Microsoft Windows Server 2012 release, which is Microsoft's new role in the cloud era. Microsoft encourages users to use Windows Server to virtualize more data centers and, of course, to encourage more VMware virtual machine users to move to Hyper-V and Windows Server 2012 camps. This also lets the industry think this is Microsoft and VMware in the private cloud domain PK.

Even Hewlett-Packard, which did not buy anything this quarter, will not relax in the cloud-computing market. Although HP is about to lose the position of PC boss, CEO Whitman will meet in San Francisco on October 3 to convince investors that while performance continues to slide, HP is now adopting a strategy that is enough to withstand the threat of EMC, Oracle and IBM in the growing cloud computing market.

In fact, in the enterprise-level field, the author has long found such a phenomenon, a large number of hand-held cash of it bosses, it appears that the acquisition is full of vigor, and lack of innovative ability. Admittedly, as they say, the ability to acquire is nothing, the ability to buy products, technology integration into the existing product line, the effectiveness of the real test of their innovative ability. Only in the author's opinion, this performance shows a lot of frustration, enterprise-level market products, technology innovation, requires a number of years in a field of continuous focus, it bosses obviously have no time and energy, and no such foresight can do "wide net", At this point, mergers and acquisitions may be the most effective way to make up for their own shortcomings or enter a market. Just for the companies that have been bought, if the fate of the home is being acquired, do not know if they still have the motivation to continue to innovate?

(Responsible editor: The good of the Legacy)