So many voices: HP successful acquisition ARUBA;IBM strategic change prospects are optimistic

This issue will discuss two major topics: 1. HP buys wireless networks with $3 billion trillion ARUBA;2.IBM investment is bullish, strategic adjustment for development.

So many sound column links: http://voice.zdnet.com.cn/2015/0306/3047517.shtml

Guest point of view refine:

"0:00" HP buys 3 billion dollars for wireless network monopoly Aruba

From the Aruba to HP's value analysis, the combination of HP and Aruba is very reasonable, HP pay more attention to Aruba future development prospects. Aruba is a typical emerging trend, and also represents HP's desire for a emerging trend market, but from the history of HP's acquisition, we need to look at future developments. HP, in addition to exerting a wireless network, taking into account the development of the Helion Cloud, after acquiring the Eucalyptus cloud service platform, two legs walk, but also provide users with more options, but HP's focus is still on the OpenStack.

"16:40" IBM investment is bullish, strategic adjustment for development

IBM has developed its own main 5 strategies for future trends in the industry, and investment is the logic that must be--CAMSS, and the determination of IBM in the field of CAMSS, and if IBM is very strong, it can be increased by one magnitude. SoftLayer Cloud will usher in the bare metal Power8 to join, this is at least for IBM internal speaking is a force of embodiment, but this joint force really can play in the market how much response, we still have to investigate. Pure from the joint effort is supposed to be respected, but because the two are not the industry's new products, the combination of the late call people have to spit slot. IBM acquired a deep learning start-up Alchemy API It's a good thing to say for Watson in theory, the main role of the Alchemy API is to help Watson do better unstructured data analysis, which is a very necessary capability in the long run, This helps Watson to improve its own deficiencies, and Watson has become an important engine for IBM's future growth.

The following is a transcript of the interview:

HP buys 3 billion dollars for wireless network monopoly Aruba

Yang Yanji: Everyone good friends, and to our "so many sound", because yesterday is the Lantern Festival.

Chi: I don't know if everyone eats yuanxiao.

Yang Yanji: It seems to say that the heat of the Lantern Festival is quite a lot, three or four bowls of rice, you eat a single one. Today this solar term is a shock sting, we can only wish everyone surprised Sting happy. We talked last time is Hewlett-Packard and IBM Two now new strategy, because after all is a new year, before we have a question, HP This enterprise acquisition culture can let Aruba to believe it, be bought by it, now our new news has come out, H-P has bought the wireless network group Aruba 3 billion dollars, what is the model? Does Aruba have any business to keep?

Chi: I think so, actually just now the host said a good point, is the shock of this solar term, in fact, the solar terms of the explanation can be simply understood as spring inside everything recovery, some little plant bugs began to stir up, for the year of these big IT companies in fact, we will also talk about some new progress and action. Last week we talked about the possibility of HP buying Aruba, of course there were two kinds of opinions, one of which was the possibility of endorsing its takeover, one of which was that Aruba, a traditional partner, felt it was more pessimistic about the outlook after its takeover.

But if we throw away any distractions, this simple to analyze the value of Aruba to HP, I was said to agree with this acquisition, because it from the theoretical analysis, it and HP business coincidence is the lowest, very low, compared to Cisco, we also discussed why Cisco did not buy Aruba, If it should be a more reasonable choice from a business relevance, the combination of HP and Aruba should be more reasonable in terms of the conflict of the business and the overlap of such an overlay.

The dust settles this week, but we also see that Aruba's income is not really high enough to reach the 1 billion dollar level, but it can also be thought of as a start-up or an emerging company, or a new company that you have a bright eye on in a technical field, with a revenue threshold of 1 billion dollars, 1 billion dollars represents a threshold for its gain value, For example, it is 3 billion dollars this time to acquire a turnover of $732.4 million Aruba, you can see, we do not say the share price, only said its income, HP used 3 billion U.S. dollars to acquire a turnover is only 7.2, the turnover is not equal to profit, the profit is your real money can fall into their own pockets, you still have to planing the remaining things cost, 3 billion dollars to buy these things are quite I bought a 3 million of the house, but the house rent may be one months only 3000 yuan, 3 million divided by 3000, you calculate how much money to take back the cost.

So the HP acquisition Aruba actually more value its future development prospects, we've got something from Aruba's own business, and its prospects are very impressive, it's focused on the delivery of wireless network solutions, and for that, it's really future-oriented, and we know that the network was wired before, In the Wired world, where the rulers are Cisco, the wireless rulers may not yet have a winner. So I think 3 billion dollars is the future of HP buying its wireless solution and I think it's a good vision. But what we've just analyzed is based on purely theoretical analysis, without any external interference, if we join in and look at this revenue, I cannot say that it is very optimistic, because in the history of HP's traditional acquisition, its acquisition success rate seems very low, I think HP's most successful acquisition, Or, in contrast, it may be the best one to perform after the acquisition of a possible is its 3PAR storage, you say it is 3Com enough to buy some other storage companies, in fact, the final performance is not very bright things.

So if HP can get rid of such a traditional title of a killer, I think Aruba should give it a blade chance, or else you will do it further. You are a takeover killer, or you can make a difference in your perception of the killer. But as we go back to the main thrust of this discussion, my hands are in favor of HP's takeover of Aruba, which is really a good value-added move for the buyer itself. Of course for Aruba is not a good thing, see I just said whether HP or as always to inherit the title of its killer, or to dispel the idea of HP's takeover, which may be the real key node.

Because Aruba is really a very typical thing that represents emerging trends, it also represents HP's thirst for a emerging trend market, and if you fail in this acquisition, or if it emphasizes failure, one of the criteria is that you bought the company without further success, but slowly disappeared into the human eye, This is a failed takeover. So we're going to see the following criteria, which is how it's rendered.

Yang Yanji: We have seen from the news material, Aruba itself is 1800 employees, after the acquisition is with HP will have how to merge it? Management may be HP's people, technology research and development is Aruba themselves.

Chi: From an acquisition standpoint, I think that in a normal sense, if you respect the original team, there may be some with the team or with this technology, product, route development may not be big department, there may be a reduction of things, such as marketing department, its PR department may have a convergence, Integration。 However, for some of the people whose team has a strong personal charisma, I believe it should not be cut, these teams such as very good sales, very strong technical Montana, research and development personnel, very charismatic some executives, I think this must be, in my opinion to try to consider, Because you have to, hope that the original team can give you a greater contribution to the value.

Aruba in our view is a brand, but the real value of this brand is behind this group of people, if the group disappeared, the value of the brand may be a big discount. I'm not saying to deny that possibility, Aruba people all disappeared, all fired or they all ran away, HP again recruit a wave of people come in to support Aruba, it is impossible to succeed, this possibility, but I absolutely do not believe it is more likely than the existing team members to retain the possibility of higher, Let us say that the two rights are harmful to the light, is such a truth.

So my advice to Hewlett-Packard is to say that the basic support functional department can cut the merger, but the teams and characters that really embody the Aruba soul can keep it as much as possible so that it can truly preserve its value.

Yang Yanji: HP In addition to the wireless network has the force, its Helion cloud is also a new balance, the AWS product line to take care of. But it's still better than OpenStack, what do you think it will be like after the cloud develops?

Chi: It is now two legs walk, it has now acquired the Eucalyptus Cloud service platform, cloud technology, it and OpenStack these two lines to integrate, I think it is actually to give HP users more choice, because the OpenStack and AWS is not particularly high compatibility, But eucalyptus is actually a fundamental platform for a cloud service that is replicated by AWS.

We are here to explain that eucalyptus in fact it is essentially with OpenStack, with Clouldstack, and VMware Vclould is in fact the same level, or the same level of a product line, it is a comprehensive cloud management platform of a suite, It helps users better manage the infrastructure of your cloud, and the infrastructure to better automate the need for your corresponding applications. Such a solution in fact, if placed in the overall industry is the relationship with OpenStack is a competition, but HP put it into the acquisition after the formation of a customer is a more choice, of course, Hewlett-Packard also stressed that OpenStack is still their most important focus.

However, the eucalyptus is actually expanding the needs of customers, such as HP users are also percent people pay more attention to OpenStack, or more like OpenStack, HP's Helion OpenStack This version can meet the needs of these people, But other people may not like OpenStack, but I don't necessarily say that we just said 70%-80%, and that 20%-30% they might like other people, other technical standards. In theory, Hewlett-Packard is also, we are talking about the private cloud, Hewlett-Packard itself has adopted this VMware, itself also support Microsoft's H?y?p?e?r?-? These things.

We just said that the open source perspective, OpenStack and Eucalyptus are open source, open source cloud solution inside digestibility If like OpenStack, the rest of him did not fight for it? Strive for this is to be able to bring you more benefits, the premise that you have to measure their own costs, this depends on HP's own measurement, we are purely theoretical analysis, as long as the provision of a more choice, you can win a lot of users, this logic is set up.

So it's more than other users, like IBM and Cisco, that offer only OpenStack to open source cloud platforms, but Cisco also offers Cloudstack, and Cloudstack is OpenStack and eucalyptus, is actually three main open source cloud platform, three is the competition, sees the customer one kind of choice. Cisco chose Cloudstack plus OpenStack, HP chose OpenStack plus Eucalyptus, IBM now only supports OpenStack, in fact, I think it depends on the basis of a choice is not to the final proof is reasonable.

Yang Yanji: So now that it's on two legs in the cloud, it certainly has an advantage over the competition between HP and other vendors, but how does it solve its own internal, two competitive relationships?

Chi: I think it depends on your perspective, if say is a manufacturer it has a kind of subjective consciousness in itself, I want to advocate OpenStack, relative it is in contact process with the customer will intentionally or unintentionally go to the main push OpenStack, if customer, this manufacturer's consciousness is for customer service, What you need what I offer you, at this time he may go to the customer and say I have two choices now, you see which one you want, this communication way and skill, direction, is different.

If I advocate OpenStack, may in the communication I will give you different psychological hint, Eucalyptus openstack is better, but if change the direction, change an angle, you need what I provide to you, I will fully introduce the advantages and disadvantages of these two platform schemes, And the best possible scenario for you to choose from, this customer may buy more in some, I am based on such a thing, but behind all wait for HP Commercial technical support, for the open source of this user may actually be more important, because open source products give people more a feeling is that it may lack of technical support, Only after the adoption of a large commercial company to form their own this solution, it is possible to enjoy the corresponding reasonable security of the technical support, may be more valued by the customer.

So it depends on HP's subjective will, and HP now says its focus should still be on the OpenStack, but I don't know exactly what it means to communicate with clients, so I can't tell, but I can only say two possible scenarios. This scenario is different for the customer, and the customer's choice may be different. One may be a psychological hint of the continuous walk of choice, another may be really a very open, I listened to you a complete and unreserved transparent introduction, I based on my needs I make a choice, this is different.

Yang Yanji: So we also see how the future develops.

Chi: Yes.

"16:40" IBM investment is bullish, strategic adjustment for development

Yang Yanji: So we have seen Hewlett-Packard of course to continue to chat about the ibm,ibm we talked about last week is also a big investment 4 billion, but for the previous revenue may not be ideal, the CEO did not say something, sorry, we are not very good. What do you think of the future development of this investment?

Chi: Because this news originates from a partner of IBM in the United States, its main expression, but I think the meaning of this is more representative, is that we first such a logic, we go to analyze this problem, IBM for the future trend of the industry to develop its own major 5 strategic direction of development, These 5 strategic development directions We also talked about last week, is CAMSS, this c represents cloud, a represents analysis, represents large data, m represents movement, and two s represents social and security respectively. I have established these 5 strategic directions, and we have really analyzed from all aspects to think that these 5 strategic direction is really the future IT development needs, then you have to invest, this is a logical analysis of the results.

What IBM is doing now is actually a logical investment, I believe it will be considered optimistic, I think it if the investment is not 4 billion, it has to invest 10 billion may be better outside people think, but this thing to IBM on your cash flow, your this kind of money reserves of the strength, I believe that if IBM is very powerful, it can be increased by one magnitude, just saying that it is now really a comprehensive consideration, because in addition to CAMSS there are other needs to develop, your basic semiconductor technology, your basic storage technology, your future computer configuration needs to develop, This is not meant to be included in the CAMSS, so IBM has emphasized such a trend, and this trend has been recognized by the industry, and the next IBM to invest in this trend will certainly be favored by its partners, at least than those who do not invest in IBM will be more optimistic.

So the news itself doesn't have much of a bright spot, if this logical analysis is not much of a bright spot, but why I choose this news, because we also saw IBM in these 5 areas of determination, so that the investment for this piece of 4 billion dollars, will definitely hit a ring, It's not easy to say how big this sound is, but the direction of this sound is absolutely correct.

There is one sentence I find particularly reasonable, if you run faster on a wrong path, you fail faster. You stop on the wrong path, but it is a step forward. If you're already on the right path to add oil, there is no reason not to give you a little praise, maybe you 4 billion dollars, I say not good, even with China's corruption to speculate, you 4 billion dollars inside really can use the CAMSS is 500 million dollars, 100 million dollars, it is always better than you a penny.

So from an absolute quantitative point of view, I will also for IBM this investment point praise, I can not say 4 billion U.S. dollars IBM in the industry leading, but for IBM itself is certainly a good thing, I have the right remedy, I now know this disease I under dose must be a good thing, But how much of this medicine can be absorbed by your body, how much can be absorbed by you, the absorption point is good for the disease, so for IBM itself I think it is commendable thing.

Yang Yanji: So it's the general direction is right, in CAMSS, specific to its behavior, action, we first said the beginning of the C, is Cloud,softlayer will usher in the bare metal Power8 to join, so Power8 and SoftLayer between is a double win situation?

Chi: You can understand so, at least for the internal IBM is a force of the embodiment, but this joint forces really in the market can play a lot of repercussions, we have yet to investigate, but we must analyze such a logic, Power8 is good, SoftLayer is also good, It is a theory that we are simply trying to analyze the combination of the two that should be better. But we have to combine theory with practice, so to put on a wider level to see, SoftLayer depends on your influence in the industry is not continued to rise, if you continue to focus on reducing your attention, your new user growth rate continues to decline, it can bring to customers this value will be reduced. In turn, it brings to Power8 this help will also be reduced, you have to from Power8 itself to say it is good technology, now said to provide Power8 this openpower bare-metal services, bare metal services above what can run what kind of application, in the end can provide a lot of rich application scenarios, It also represents the value of this Power8 to SoftLayer, if you say this thing is just a device placed there, no one to use, the SoftLayer also meaningless, so this is a complementary thing.

So, I don't think it represents much of a realistic value in itself, but it's a tendency to say that power is more and more closely connected to the cloud, but I have to spit it out once, Power8 was last year basically April, a few months released, It's been almost a year since I entered SoftLayer, and I really don't think that's a good thing.

Although it's a good thing to say that you're going to put aside any ideas and simply say SoftLayer and Power8, now it's a little more extreme, if two years later they said together you said there is meaning, three years later may Power9 out, so this thing is really the timeliness, as the media people know A new important thing released today, for the simplest example, the extreme example, I now write a 911 report, who will see, 2001 911 Events I now write a detailed how the bombing, useless, equal to say you now last year just launched a Power8, Arguably the most ideal state is that it is released at the same time, SoftLayer is online, equal to the release of the SoftLayer has provided the Power8 of bare metal services, which is the most ideal.

Second, if you procrastinate for another week or one months, a quarter, now drag a year, you have to drag three years later, our solution is very complete, like that you now do a 911 of the report, will certainly be more than 911 reports in detail, you can write 100 pages of report back, but who to pay attention to. Three years later, you said SoftLayer and Power8 we can provide more than 100 scenes, but the other person's scene may not be here, so this point I am very spit, IBM's cloud and its own business line of the combination must be more closely, must be more closely, This is my advice to IBM, otherwise you won't be able to work out the synergy of your overall cloud, unless you're not focused on the hardware, or you can sell power if you don't want to sell power, and why your cloud doesn't support your own stuff as quickly as possible, which is a very strange question, And may involve IBM's own system process of a problem, but there is no denying that I have to put forward from the external perspective of such a query, Power8 released 10 months before entering SoftLayer, this progress is too slow, I have to make a criticism.

However, from the combination of pure Power8 and SoftLayer I still have to give a positive evaluation, it will let more people through the SoftLayer to understand the advantages of Power8, the extension of the Power8 itself system, some people may not necessarily, is to use the cloud, But perhaps through some of its propaganda, or extension of some extension, may let you know more about the benefits of Power8, may not further promote your power system revival, I think it is possible. What is possible is worth the effort, you may think that this is a small possibility, you may be less likely to work hard, but you can not work hard, this is the future I give IBM an expectation, as far as possible, if you think cloud is a very important future development trend, Then you have to take your cloud as far as possible with your existing business, whether it is hardware software, other services, can be faster to combine, now give people feel is a kind of fragmented feeling, I really can't think of a new one of your hardware or provide a bare metal service, you stationed in SoftLayer can use 10 months time, This is one thing that really baffled me.

Of course, if IBM can give me a very good reason to explain, I would like to apologize, my query may be unreasonable, is illogical, is groundless accusations that I would like to apologize, but I really hope that IBM can do a better job in this area.

Yang Yanji: It's good for customers now to combine the two.

Chi: Unique ability, I just said this thing is unique, but this ability is not the customer needs, we give the most extreme example, I this person may be willing to give extreme examples, but extreme examples will give you a deep impression.

For example, I blow my nose and blow 100 meters. This is a unique ability, but this ability who needs ah, this thing so my example is that you are now the combination of the two, the theory is combined into a very unique ability, but this ability must meet the user's actual needs, So say this thing is a reason, many users I give you a very cow computer, if this computer has no software, its processing performance is theoretically higher than the current X86 10,000 times times what, to the customer meaningful? You can not install an operating system installed, play a game can not play, you even talk about my performance than you high, meaningless. Like I said, you blow your nose and blow out 100 meters. I still feel sick, you think you are a super power, who needs ah.

So with such an extreme example, I hope that we can see a very simple truth, I hope that in the practical application of the actual process, SoftLayer plus Power8 theory of a beautiful vision, can be truly realized in reality, this is my heartfelt hope.

Yang Yanji: Also hope that Power8 and SoftLayer can be in the market with a special response at the same time can be closely integrated, for IBM to generate more benefits. This Power8 applause is also the case of Watson above, before I seem to have said in the micro-mail that it is with a robot in Japan, but also for teaching Japanese, how many Japanese people to learn, this is also worth thinking about, It now buys a deep learning start-up Alchemy API, which is designed to give Watson more market attention.

Chi: We're still saying that it's certainly a good thing to say about Watson in theory, and the Alchemy API actually has the primary role of helping Watson to better analyze unstructured data, which in fact is a very necessary capability in the long run. Because the future of a lot more of our data composition of the ratio, should be unstructured data, unstructured data may be the future of a possible data of a gold mine inside.

At this time, Watson to see it may be a bit deficient, or a bit deficient, so that its acquisition of such an API to better interface with the relevant unstructured data for his analysis, I think for Watson's own ability, from theoretical analysis is undoubtedly a good thing, But we must emphasize theory to practice and it will certainly be discounted. Is success depends on your discount level, if your discount is very small, then it is successful, if you have already played 90 percent discount, you can not think it is successful, so I think the future we do not have to comment more, we just cite this point, Watson still lack of what, this time IBM gave it a piece, That's a good thing for Watson, Watson. The remarkable improvement in the ability to analyze unstructured data is a reasonable expectation, but is it true that we want to see the follow-up report.

However, from this point we also see that IBM is sparing no effort to enhance Watson's own strength, because Watson is already a IBM's business unit, or that it is the future of an important engine of growth, this engine you have to be multifaceted. Engine we know that the same engine might be available for cars, it can also be applied to SUVs, SUVs, just you through different tuning with different gearbox, but the engine itself is the same, if Watson is such an engine, I may be the periphery with a different application scenarios, There are car application scenarios with SUV applications, as an engine you should provide the ability you should have, so now is to make the engine more fully, further enrich its functionality and improve its ability, it is necessary to match the different gearbox, different gears of the calibration, It seems to produce a new power output and result.

Some of the engine if it was designed to fail, may be only to adapt to a certain manufacturer, I can only run on the Austrian extension, I do not put on the Jeep, put on the three of the hop is not good, this will certainly limit the scope of application of the engine.

Watson I think its goal should be a general-purpose data engine that adapts to a larger, broader application scenario, and I don't know if I am so analytical, so you can understand that. The Alchemy API actually provides the engine with a better and more complete capability.

Yang Yanji: So it's going to take a while to develop.

Chi: Yes, as far as I know, Watson is poor in Chinese. English is very cow, Japanese is not good now, Chinese is very bad, this thing Chinese as long as the voice of things, in fact, is an unstructured data, from the structure of the data itself is a unstructured data, it is not a very ready-made very normative data format. As for Watson, if you want to serve more Chinese users, you can not speak Chinese, like a foreign company in China's senior executives, he should be able to understand the Chinese language of an executive, this may be a better choice. A better choice, he can hear and speak, so what Watson is facing now is you. Otherwise, you can collect these Chinese information, you will be able to do your own analysis, then you will be more appropriate and reasonable in a Chinese way to express your results, this is a serious challenge, Chinese people know that there are many jokes on the internet, To drive a foreigner crazy, what does this mean, meaning, I have no other meaning, you tell me what it means, this kind of words already a lot.

So when it comes to Watson I don't know what kind of judgment it's going to have, so it's a long way off, for China. But, in essence, this is a good thing for Watson, we hope that such a good thing can really become the good of the United States, the Japanese good, and ultimately become the Chinese good, this is a reasonable expectation.

Yang Yanji: IBM has put in a total of just said 4 billion in Camss five items, Watson's budget also has 1 billion dollars so much, IBM now want to do?

Chi: Watson In fact some people will put it in the camss of a level, in my eyes it is not just a, I think it is a bit like i,intelligence, is a sense of intelligence, it really represents, a is to represent me to help you understand the world, Intelligence is that I can also give you a more rationalized proposal, or so, the intelligence is to say that the most primitive intelligence, or we see the intelligence of the appearance, is I can make a corresponding reasonable adjustment according to the outside change, this is a kind of intelligence.

For example, you feel cold you will wear clothes, you feel hot you will undress, you feel dirty you will bathe, this is an intelligent performance. If there is no intelligence that can only passively accept these things, I do analysis, after analysis to give results, who is making such a reaction, is a person, like say you say what some of the machine malfunction, this fault how to do, if it is intelligent people, intelligent robot may have the greatest local self adjustment, Which piece of equipment is not as accurate as I am. The existing things may fail, and will only remind people that I have failed, tell you where my fault source might be, and this person might just go and see, a now that's what this is all about, it collects some data from more likely societies, and tells you the laws of possible society, including, for example, the host you get up from morning to night, Some of your behavioral laws, it is through different ways of data to you crawl out, analyzed, I tell you, this person he used in the morning toothpaste, what the morning meal, taste brackish is how much or how, it is just to tell you such a fact. But Watson is a reaction to this fact, recently, there may be a more popular animated cartoon, called "Super Energy Corps", which has a great white called Baymax, you see will be able to feel what is called intelligence, is that if said a is I analyze you this person, I analyze your health status I tell you, Analysis of your blood is what qualified, which unqualified, your urine samples have what qualified unqualified, only this, it may have a more accurate analysis out.

But the understanding of these figures is that people look, my blood-vessel heart is fine, but look at that Baymax, the "Super Marine" robot that gives you a suggestion that you should drink less, it's a kind of intelligence that will produce relevant results based on changes in the relevant values, This is a very intelligent interaction. Why IBM has a separate commission for Watson is justified, so we also hope that IBM's investment in Watson can bring us the kind of artificial intelligence scenario, perhaps now Watson is the future of the artificial intelligence world of a primitive embryonic, of course, we also reported with heartfelt wishes, Because I think the future of the intelligent world will come, and we also hope that the same as the same as Watson, the bottom of the technology can be faster development.

Yang Yanji: So we also hope that IBM, or HP, can be based on their own set the goal of a better step by step, we are here today, thank you netizens, see next period.

Chi: See you next time.

(Responsible editor: Mengyishan)