Foreign media reports about "going to IBM" have caused a stir in the domestic server industry

Around the event itself, there are also a lot of misreading sounds. Sharp observation visited IBM, wave, Lenovo and many other executives in the field of the server, trying to give the incident to bring the most close to the facts of the story.

Let's take a look at what's going on in the domestic server market in the last week.

1, the wave of information on the stock from 24 yuan rose to 36 yuan, or 50%. In general, the stock of such gains is usually a great boon.

2, the foreign media has thrown out the "go to IBM" report. Foreign media said that Chinese authorities are studying and assessing whether IBM's large servers in the domestic financial field of monopolistic status will have adverse impact on national financial security, but also to take measures to gradually expand the domestic large-scale server in commercial banks application.

3, this week, the Wave group unveiled a marketing strategy called "IBM to Inspur" (i2i), coincidentally, this time and foreign media thrown out of IBM on the same day.

Through these superficial phenomena, we have a lot of questions:

1, the stimulus wave information stock soaring big positive, in the end is what?

2, the wave of "IBM to Inspur" strategy and go to IBM, is a coincidence of time or implicit in some kind of connection?

3, can the tide really replace IBM?

In response to the above questions, Rui Observation has interviewed the wave group of senior executives, Lenovo Group executives and IBM Company's relevant leaders. The company's head of the incident carried out a relatively objective description, the conclusion of some strange, but theoretically more close to the truth.

1, the wave of the go to IBM, more for Lenovo.

A media report said that the Jinan Wave group had unveiled a marketing strategy called "IBM to Inspur" (i2i), aimed at eventually taking over IBM's market share in China.

In fact, the above statement is wrong. A participant in the wave market strategy pointed out in the same sharp observation dialogue, the plan is more aimed at IBM X86 business, the tide to do, is actually to rob IBM X86 business channel and share.

As we all know, IBM X86 Business is seeking to sell to Lenovo. The merger is expected to be completed in August or September and is progressing smoothly, according to Sharp observation. If the wave of tactics were to be implemented, it would mean Lenovo had just got the brand of IBM X86.

2, if the implementation of the banking industry to IBM, the tide is indeed the largest beneficiary

In fact, the foreign media report on the IBM, the earliest expression of "Chinese authorities are studying and evaluating the IBM large server in the domestic financial monopoly status will have adverse impact on national financial security, but also to take measures to gradually expand the domestic large-scale server in the commercial banks of the application." ”。 In this, there is a lot of learning, because the ability to provide commercial banks similar to IBM Server enterprises, not many.

Let's start with a basic fact, that is, the current server division, can be simply divided into "X86 Architecture server" and "non-X86 architecture of the server." In the X86 architecture server, it can be divided into minicomputer and mainframe. The banks that are deployed are typically X86 schema servers.

2013, the domestic server market has a very good news, that is, domestic server manufacturers X86 server share has surpassed the international brand, which, wave and Lenovo is one of the representative enterprises. In fact, for the X86 architecture of the server, domestic manufacturers have been taboo on this topic, because the domestic manufacturers share less than 1%.

At present, the domestic can provide X86 architecture server products, only the wave, the company can provide products belonging to the small machine, its name is the Wave K1. It is important to note that this product, which is part of the country's 863 plan, can be seen as a result of domestic efforts to focus on events.

3, does the tide really have the ability to go to IBM?

In the chat with the wave group's boss for Minicomputer, we had an important message that the minicomputer business owner's two right arm was from IBM and Oracle, while in the minicomputer business unit, IBM has more than 200 employees.

Here, we can draw 1 conclusions, that is, in theory, the wave has a partial replacement of IBM's products, that is the wave of minicomputer K1, in addition, the wave has a minicomputer talent, and many of the former IBM employees.

Is that enough to go to IBM? The answer is far from enough. The reason for this is the lack of IBM alternative technology products and the difficulty of banks replacing core systems. For the simplest example, the wave has no mainframe, and even the minicomputer, the wave is missing the technical reserves on the core chip.

Summary: Domestic about "server security controllable" Voice has been constantly, should be seen, this is a trend. But this change still takes time to digest. To some extent, any to IBM, for domestic manufacturers, is an opportunity, although this opportunity is not every enterprise can grasp, but from the capital market, has been able to see the signs of trouble.