The hottest interpretation of the triangular relat

2022-08-12
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Interpretation: Dell, HP and Cisco's "triangle relationship"

as we all know, Dell acquired EMC, of which EMC components include emcii, VMware, RSA, pivot and virtustream, providing Dell with diversified ways to gain revenue flow, but it does not bode well for competition

the key here is to diversify revenue. Dell went private because its previous plan didn't work, and now it has spent $67billion to acquire EMC, which may lead to its involvement in different fields to meet some needs covering the requirements of its customer base as a whole

more importantly, Dell has obtained research and development capabilities. All sub components of EMC are heavy-duty industrial institutions. There are also some top talents here who struggle to promote the development level of IT technology every day

this was the case when Dell was privatized, because michaeldell believed that the short-term profitability of Wall Street was a stumbling block on its path to success. Silverlake, a private equity firm, obviously agrees, because they bet their future on michaeldell's vision

I believe Microsoft agrees with this, because Microsoft lent a lot of cash to Dell to help settle the deal. It should not be surprising that these three companies' actions. Microsoft has also burned a lot of money in research and development, and this technological leadership also makes Microsoft vulnerable to fierce competition from all parties

michaeldell basically continues to carry out the internal research and development of complex systems for the legacy problems of davepackard and williamhewlett, and then provides the technology that seems to be useful to humans and ensures that the speed accuracy is within ± 1% of the indicated value. This is obviously a protracted war. Whether michaeldell is more patient than Wall Street is still unclear

HP (HPE)

if Dell is busy taking the HP route whose main function is to dry the cable core, HP is trying to get up from where Dell fell and take another two steps. It abandoned the terminal and printer parts and gradually stepped up its focus on enterprise products and services

in addition to openstack, HP has spent more than a decade to eliminate its research and development capabilities. Every time HP buys a company that threatens to provide HP with new and innovative research and development technology, HP will find a way to let these engineers leave again

HP's excellent reduction in research and development and the wave of layoffs have undoubtedly been regarded as an outflow of a large number of technical personnel

therefore, HP does not want to rely on research and development. In my opinion, it wants to become a professional manufacturer with quality assurance. HP's winning strategy will be to use Party A's scheme to place Party B's software on the hardware, test it to ensure that there is no abnormality, and then sell it at a premium

HP's recent strengthening of its partnership with Microsoft azure is a good example. The newly released ultra converged cloud in azure box is only the first step. While Dell is building a multi style integrated Empire, HP is also playing love games outside Dell's circle

in fact, Dell is planning to be a self-sufficient manufacturing infrastructure terminator, while HP is busy integrating the inventions of other suppliers

openstack is once again the exception. HP is killing its public cloud, but it is also promoting private cloud deployment. At the same time, it is ready to start a war with white box suppliers in its own territory, and the formation of an arena means the complete loss of profits

HP is killing its public cloud. The chain rotation hydraulic universal experimental machine can be divided into two series according to the number of columns: B-type machine (two columns and two lead screws) and D-type machine (four columns and two lead screws), but it is promoting the deployment of private cloud. At the same time, it is ready to start a war with white box suppliers in its own territory, and the formation of an arena means the loss of price difference

then, Dell couldn't make fast money and please Wall Street by repacking other manufacturers' products and services that it was good at. Is HP OK? However, it is also a good thing not to worry about unprofitable terminals. In addition, its datacentreinacan seems to be a powerful tool for making money

I guess it all depends on the success or failure of HP Helion cloud. With its abandonment of storage, networking and even service, the battle for profits is only a battle against the enemy

Cisco is a company in transition, relying on users to buy their network devices. In fact, it is not only necessary to buy its equipment, but also customers need to buy in large quantities. In short, Cisco is the only one. Although Cisco's network advantage era has passed, and it may be highly dependent on network revenue today, it has also made key investments, and it may have a promising future

in addition to networking devices, Cisco also makes servers. They are neither the most affordable nor the most attractive, but they are very popular in enterprises. Because Cisco has been investing in software to make it easier to manage these servers (and server/network combinations)

in theory, Cisco has integrated the Invicta storage of Engineering Technology Research Center l jointly built by whittai and the Chinese Academy of Sciences, and wants to kill three birds with one arrow computing/storage/network. Cisco burned a lot of money and time in this regard, and then failed

but if he learns from the whittail incident, he may soon become an infrastructure terminator, joining the competition between HP and Dell and putting all his eggs in one basket

of course, servers are not Cisco's only backup plan. Cisco's acquisition of metacloud and pistoncloud provides an opportunity for openstack

the three companies have completely different solutions, but they all have an ultimate goal to meet the needs of enterprise data centers. Engage in scale construction, and then continue to survive the commercialization of IT hardware supply

the above three companies all need high-end markets, but it is too early to say, and many times it depends on the adoption of public cloud

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