So many voices: HP network strategy challenged IBM hand arm

The voices of this issue will discuss two main topics: 1. Hewlett-Packard busy in the year, the network strategy was questioned, 2.IBM investment, and open up the internet market.

So many sound column links: http://voice.zdnet.com.cn/2015/0228/3047026.shtml

Guest point of view refine:

"00:00" HP Network strategy challenged

HP's revenue is less than expected, and from last year's news, the two companies that HP split are in the same volume, but it's not clear who dragged the legs. Overall, in addition to the software sector, the rest of the department reported a downward trend, but if the split of the two companies can achieve synergy through cooperation to increase income, or is very optimistic.

At the same time, HP's network department is also adjusting its strategy to become an important force for HP, including the Taiwan-related ODM network Exchange machine manufacturers to work with their own OEM network exchange equipment, and is brewing the acquisition of wireless network expert Aruba. With the white Card network switch manufacturers to cooperate is a very obvious direction, not only HP one is doing, another for a desperate pursuit of Cisco network solution provider, HP Fancy Aruba is absolutely expected, now need to see HP's acquisition culture.

"17:30" IBM Hand arm Force internet

IBM has identified new market revenue targets at an in-house workshop and continue to increase investment in the CAMSS, IBM 40 billion U.S. dollars target means that the five areas in the next three years, the average annual growth rate of 16%, so that the Roreland CEO pressure is still very large. With ARM is IBM to achieve the goal of the additional sub-item, the launch of a collaborative approach to the Internet of things in the package one of the core point is that IBM for the first time to contribute to the Bluemix field of things, in addition to further expand the scope of Bluemix applications, It also simplifies the deployment of users to the Internet of things more greatly.

The following is a transcript of the interview:

HP Network strategy challenged

Yang Yanji: Good friends, here is the first issue of the year of the Ram "so many sound", the beginning of the new year, I am sure the major companies are thinking about how the new year to strive for higher performance, we can now look at the role of large companies in the industry, today to say that two big companies are Hewlett-Packard and IBM, Let's start with Hewlett-Packard, we talked about HP's split, and it's now bringing it up, saying that the first quarter's revenue is not ideal, and what is the relationship between it and the split?

Chi: This revenue is not ideal, we have expected, its overall line of business is basically a decline in the state, I remember as if the printing department is also a little good, the other eg, and the PC Department, performance is not satisfactory.

Last year we knew that Whitman was proposing to split Hewlett-Packard into two companies, one focused on HP's enterprise-class business and the other on the existing PPS group, which is the PC and print, a new composition.

Two companies, each company's volume is similar, all more than 50 billion dollars, so in last year's news, the industry is more acceptable to split. This year, of course it's the first quarter of the fiscal year to see performance, of course, there is no split, the performance is the overall decline, you also say not good who dragged the leg, especially Hewlett-Packard eg this piece is not particularly ideal, where side may be apart from storage, other business units are not particularly good performance, So it's worth paying attention to HP.

I remember as if in the earnings, if the impression is correct, it may be its software sector, in fact, the increase is the most obvious, but the software itself is very small plate. The other few are actually down, and are trending downward. In print and PC is the same, the PC is also a weak state, printing is still good, if not split now is the largest group of HP's hematopoietic machine.

In this case, Whitman is also stressing that it is likely to be completed within this fiscal year, that is, to complete the break-up of HP in 2015, I believe that it should be the break-up of a quarter to officially start, the formal break-up, because it is conducive to both sides of the earnings statistics.

The split is expected to cost 2.4 billion of dollars, including some personnel, asset reconfiguration, which costs about 2.4 billion dollars, will be excluding from HP's cash flow and related earnings this year. From this point of view, in fact, the first in the era of the Apotheker, I did not agree to the sale of the PC department, this time is not selling but separate, I think this split and sell is not the same, we have discussed many times before, I stress that the sale is not related to you, For example, you sell to Lenovo, sell to Asus, or sell some Acer, in fact, with your HP brand does not matter.

However, if there will be a good synergy between the two brothers group in the future, so I can say that Whitman's proposal is relatively acceptable and can be accepted, in fact, in many of his internal operations, the two groups within the group can still achieve a large number of common interests. So as for the HP split, I look at the overall or relatively optimistic, each other should be a good strategic partner, if this said two companies after the break-up, each other should be a good strategic partner relationship, I think this should be a better situation.

So I hope HP can get a better spin-off this year.

Yang Yanji: So what you're saying is that it's like the low stock price is a process of accumulation, which will probably be more revenue than it is now.

Chi: No, if it splits and affirms that the stock may have two listed companies, for now the existing listed company may be that the company if not split up, may be your stock price prospects I more pessimistic, so there may be a decline. Because of its weak earnings performance, there is no reason to say that a weaker report could spark greater investor interest. If we were to become two independent listed companies after the break-up, then we would see what the stock price of the two companies would be like, which I think is a more important observation point.

Yang Yanji: Now Hewlett-Packard is facing a break-up there will be a lot of new business strategy out, it is now said to be negotiating to buy a wireless network manufacturer Aruba, but some people may not be optimistic, you think it is the current network strategy is what direction?

Chi: Can be overall on this news, the recent news about HP Network is very much, in fact, from the point of view of HP's own development, from its hardware infrastructure as a whole the development of several major departments, the network department actually tell the truth is hp in the server, storage, network, The weakest sector in terms of infrastructure.

Now, if the other two parts, such as servers, HP has been the world's number one server provider, storage should probably be the world's top 3 suppliers. So in such a trend, I think that the internet has become a more important force point of HP, not to say that the other two unimportant, but for HP it is more necessary to focus on the field, focus on their own strength to play their overall advantage.

At the network level, Hewlett-Packard has been on the move recently, including the solution provider Aruba for the acquisition of wireless networks, and the company's own OEM network switching device, the Open, SDN, software-defined network-connected future open network. So from this point of view it is true that HP has been very interested in continuing to strengthen its investment in the Internet sector and its status.

I forgot a story. In the news to see a report, 2014 network market share Cisco still further upgrade, as if HP's market share from the Shima down to 12%, it is still down, down by about 1.7%, this to HP network is a very serious challenge, And at home we also know that the last time the three networks and Hewlett-Packard, although said to be nominally subsidiaries, the parent company's relationship, but make very unpleasant, because the company's personnel arrangements, recently seems to Huasan people also walked a lot, set up a number of new companies, in fact, HP overall network product confidence, image, may have some adverse effects.

This time HP and white brand network switch manufacturers to cooperate, I think this is a very clear direction, of course, this is not just the HP family in fact, the white card network switch This market more and more traditional commercial large companies are entering. On the other hand, Aruba is a solution provider for wireless networks, and it is recognized in the industry that Aruba solutions are better than Cisco.

For a desperate pursuit of Cisco network Solution Provider, of course, HP Fancy Aruba is absolutely meaningful, especially wireless network in the future development inside is absolutely all over, we also see a lot of future possible emerging of this kind of imagination and application scene, are closely related to the wireless network.

For example, we are now walking on the street there is a wireless network for you to use, Aruba is actually to these hotels, cafes, hotels, wireless solutions to provide such a solution provider, and I think this situation, the scene will be more and more, including the future of the Internet after the things, Scenarios that require a wireless network solution will certainly be dramatically enriched. It's a good time for HP to buy such a leading provider of wireless network solutions.

The next step is to look at Hewlett-Packard's acquisition culture, or the impact of the corporate culture of the two can bring a kind of possibility, I do not say that they have completed the acquisition, the success or failure of such an acquisition may be decided at the outset, may be the two sides of the corporate culture or the objectives of Aruba is actually a partner for HP's many competitors, so say for Aruba actually this is a very delicate choice, you just want to throw bosom to hug, still can be in this domain to become one side overlord, let other person come with you also not say to kneel down, but all contend with you to cooperate, If you are bought by HP, it is absolutely impossible to say that HP will let you offer your proposal to other vendors.

So say to both sides of the idea, pursue, and you really this kind of enterprise culture collision is still very test, and the effect of HP Acquisition Company I think in the industry's reputation is very poor, before often someone can evaluate that HP bought a dead one, The acquisition of a company is supposed to be the technology to better integrate into my own product system inside, HP gives people the feeling is to eliminate an opponent, you collected, and then your technology slowly degenerate, your leading edge is not the time. So many times the object of the acquisition of competitors are very grateful to HP, can understand this, may be more around.

So we're going to see this through, and we're seeing how HP is investing and expanding in the web, and we're looking at HP's network of measures in the 2015, and is it going to help their online business get a big turnaround in 2015, will be able to recover the market share by 2013.

Yang Yanji: In fact, in the Internet market, Cisco has already accounted for the big head, so Aruba why not choose with Cisco? Why doesn't Cisco want to buy a Aruba?

Chi: Because this Aruba and Cisco their product line in fact, the overlap is relatively high, Aruba some of these solutions in fact Cisco also have, just say Aruba in the industry's reputation is better than Cisco, its volume is relatively light, it only focused on wireless solutions, Cisco also has a large number of traditional data centers, switches, routers in this area of products. For HP, in fact, HP's current product line is mostly based on wired, wireless solutions for Hewlett-Packard is still relatively deficient, compared to Cisco it is still very deficient, so if you say for Aruba This company is worth, different companies must have different evaluation.

It's not worth it for Cisco. It might have been a bad word, but I bought your stuff and I didn't deserve it, but it might be a better complement for HP, so it might be more valuable to HP, which in turn would not be good for Cisco.

Yang Yanji: So now Hewlett-Packard to start splitting, it received Aruba may be enhanced after a short board, but it will not develop too much, will not hold live?

Chi: No, after the break-up it is actually two big companies, one is Hewlett-Packard Enterprise Group, the Enterprise group includes the hardware infrastructure level, this level includes HP's server, HP's storage, HP's network, it wants to buy words, now if the acquisition is really successful, Its future break-up will also be spun off into HP's eg, which, I think, is an enhancement to itself, not an extension.

"17:30" IBM Hand arm Force internet

Yang Yanji: So we also look forward to the HP after the break-up of their revenue or something, the stock price can or rise. Although Hewlett-Packard and of course other companies have new plans in the new year, for example, what we are going to talk about is IBM, which used to invest a lot in the 2015, and 4 billion of billions of dollars into a number of hot tech fields, do you know what new strategy it has in 2015?

Chi: The latest news is actually talking about, in their internal strategy seminar, they identified a goal is to CAMSS in the five major areas of the market revenue to 40 billion U.S. dollars, CAMSS represent what? C is cloud, representing the cloud, A is representing analytics, analysis, M is mobile, mobile, s represents social, and another s represents security, safety. So it's cloud-oriented, analytics, and analytics, which are big data, cloud, big data, mobile, social, social and security markets in the five major sectors, with revenue reaching 40 billion dollars in the five directions.

2014, the five areas of revenue is about 25 billion U.S. dollars, 25 billion U.S. dollars equivalent to the entire IBM2014 year's total revenue of nearly 1/4. What is the concept of reaching 40 billion dollars? 40 billion of dollars means that revenue in these five areas will grow by an average of 16% a year over the next three years, which is not so easy for IBM, which has had a year-on-year decline in earnings over the past 11 quarters. By the fourth quarter of last year it was a result of a double decline in income and profits, so the pressure on Roreland CEO is still great.

Of course CAMSS These five directions are indeed IBM has to force the five points, it is indeed the future of the information technology world's five core focus of future development, in fact, you look at each company their focus is the same, cloud, large data, mobile, security, this is no doubt that every company is a battleground, not just IBM , including Hewlett-Packard, Dell, and even domestic Lenovo, have proposed similar development strategies.

So in this respect, it has to be argued, but it's because so many companies have seen this, so it's a big challenge to get a 16% annual growth rate in this state, but we've seen IBM at least determined, And IBM's transformation at least in this sense makes everyone look very thorough. However, it is said that the results of the meeting revealed such a message, as if the market feedback is not particularly positive, it is said that it seems that the day its shares also fell 2%, I think maybe investors or financial markets need to see specific performance.

For example you say 2018 to 40 billion dollars, we can decompose to each quarter, this business in the end is how, I think now just say useless, really now this kind of capital market may still want to see your real strength, talk with data, see your market, You can't get an investor to believe that a company that has been slipping for 11 consecutive quarters will be able to get up, and IBM needs a pretty good earnings statement to give investors confidence. We are also looking at 40 billion dollars is not really able to do as they wish.

Yang Yanji: So IBM in order to 40 billion dollars this target to cooperate with arm, it now to reduce the internet market barriers, want to enter the Internet of things, you think this is to give it a bonus?

Chi: In my opinion this is really a bonus, this time it is based on with arm to launch a package for the future of things networking, the package includes the relevant hardware and software, as well as the foundation of the solution platform. In fact, I think a central point in the middle is that IBM for the first time to its own Bluemix PAAs platform to contribute to the field of the Internet of things. In short, this time it is actually a fancy arm of the sensor in the Internet of things, to do the front-end data acquisition of such a low-power, very small, and very sensitive to this high-precision, high processing speed front-end data acquisition platform, based on arm, we know that this network of things must be every object inside a lot of small chips, Maybe there's a car inside, buildings, household appliances or whatever, there may be such a small number of chips in the chip, which is based on the arm core, at present it is indeed its power consumption, performance, and its entire ecological environment are very reliable, but also very rich.

At this level, hardware kits, hardware components, you collect the data, through IBM's own suite to help you do the collection, and then bluemix to provide a common cloud platform, and then help customers in Bluemix to better develop for your Internet applications. So after you've collected the data, how do you use the data, and then how can you generate an effective feedback, which is bluemix help you to come and go, Bluemix is IBM's own PAAs cloud platform, It can be used to invoke a variety of IBM-provided backend related services, possibly with data services, analytics services, and commercial mobile services.

At this level it is now much simpler for users to deploy a IoT of things on their own, if I am a service provider of household appliances, for example, I am Haier, or I am beautiful, maybe I can use the kit in this area, first of all, I put my hardware, my home appliance products, all give it things, With IBM's related suite and cloud platform, I can integrate the data, and I'm going to develop my Bluemix application on the top of the package, which is a complete suite portfolio.

In fact, we all know that this thing should be with the cloud together, the data of how to do, but you really want to implement when many people on the blind, first of all, you must be O2O a process, this O2O is off line to on line, Because you have to first of all the physical world related to the material through the chip to the data. This data is in this cooperation arm does this thing, it is to do the front-end to help users better collect data, of course, it is just a core of data interconnection module, your real source of data depends on your developers, that is to say that your final user of their own customization, such as you are through the temperature sensor, speed sensor, or the network sensor, or you are to monitor the sensor, you feedback different data back, this is arm this cooperation does not include, it is only to provide you with a common solution platform.

I used to have sensors. I want to find a trial front-end of this data implanted in each peripheral device of this physical device to the front of the data node of the processing platform is not this time arm to help you provide, after the provision to help you collect back, I think IBM this time to do this thing is very meaningful, And it further expands the scope of its Bluemix platform, and I prefer to think of it as a PAAs platform with a O2O solution. Of course, this is one of the functions of Bluemix, but as far as this news point is concerned, we can sum up this time IBM has joined ARM by providing a complete, generic, front-end platform for offline data collection processing, a common backend processing platform associated with its cloud and its associated software components, To provide customers with a benchmark for the application of the Internet of things, users can at this level, cannot say that you use this suite is easy to deploy their own internet of things, but that the threshold is really a lot lower than before. You can speed up your Internet of things through IBM-related services.

Yang Yanji: Ask Han, certainly in the Internet for their own financial results have increased impact, such as IBM Enterprise-class manufacturers it now began the Internet, the Internet of things in addition to the face of enterprises will certainly face our personal users, is not in addition to the enterprise it will also develop the personal user market aspect?

Chi: No, I think it's actually offering solutions to vendors who want to be in the personal market, for example, millet may have been saying that we want to do things online, they may start to do clouds this year, they also want to follow, millet seems to be with the United States, after the rice cooker can be manipulated by mobile phone. Such a system how to build it, this is not to say that little Mirejun is over, you really want to set up a real-o2o between the process of a loop, each refrigerator each rice cooker, each air conditioner, water heater, you have to have the ability of networking, you this how the network, and you this networking is not to say that you even the Internet is over, It's about getting your internal information out of the Internet.

For example, refrigerator how many degrees, exactly how much ice thickness, which fresh groove inside the real time temperature is what kind of, you can not tell me a general temperature, I may want to see you different refrigeration tank freezer temperature in the end how. The degree of this dust inside your air conditioner, the degree of your maintenance may be, your refrigerant is not full, or there are some leaks, so the most fundamental purpose of your network is actually to let you these appliances, or let you these physical equipment, the state of its internal to digital out, to contribute to, These things really need your further.

So you say you are on the phone, anyway, you play games like, the home appliances can browse once, this what the situation, that what state, usually you are invisible, you have to take these things can be extracted. Extracted out you have to do analysis, do summary, how to summarize, must be cloud, you are based on the cloud to do their own application, it involves development, this time IBM is more intelligent, and I think it is a little more respected with bluemix a kind of cooperation, To make a truly generic PAAs platform with a vertical integration capability, I think this is a bit of my approval, I think it may be a lot of manufacturers to learn from, of course, I do not say it vendors, it vendors I think this model is not unfamiliar to them, but for the car, industry, home appliances such as manufacturers, If you're going to push your own things online, this solution may be what they need in the future.

So it is possible to answer your question, why does IBM want to launch such a, it also sees the new future possible this kind of customer's demand, I said this customer may be the beautiful, Haier, gree, this kind of customer's some needs. However, these manufacturers are not traditional it vendors, they are not the manufacturers of it, so at this level, the traditional IT vendors will open the new market, I help you in this area to provide some common solutions, you again to my program to do your customization, this may be a new business in the future, Focus on the Internet of things.

Yang Yanji: So it is mutual benefit between Bluemix and IoT, the Internet of Things helps Bluemix to go a bigger platform, Bluemix can also help the IoT achieve greater utility.

Chi: Yes, helping IBM customers with Internet of things.

Yang Yanji: Help IBM customers achieve greater use of the internet of things, we also hope that its future earnings can climb, after all, just a year, the New Year, a year in the first one months, we are ready, we will continue to see what HP has done in the network, IBM in the Internet has made any achievements, I wish you all a happy new year, a little late, the month inside are all years, do not care about, we can also pay attention to our micro-letter platform, about their two or other manufacturers of some information we will continue to follow up, what split, the internet of things, but also hope that we see more of the game on our platform, but also very fun, 2014 years of these big events summed up a bit, today is here, thank you netizens, we will see you next term.

Chi: Yes, I have to work the day after tomorrow.

Yang Yanji: Goodbye.

(Responsible editor: Mengyishan)