Tag: HP

IT infrastructure worth $2.4 billion

IBM logoSales of worldwide integrated infrastructure and platforms rose by a third in the second quarter of this year with a net worth of $2.4 billion, compared to the same quarter a year back.

IDC defines integrated infrastructure and platforms as pre-integrated certified systems containin server hardware, disk storage systems, networking equipment and systems management software.

IDC said over 833 petabytes of storage capacity shipped, up 63.4 percent compared to the same quarter in 2013. All in all, the first half of 2014 showed the market grew by 35.9 percent compared to the first half of 2013 and was worth $4.3 billion.

IDC believes that integrated systems are considered critical by business.  Jed Scaramella, research director of enterprise servers at IDC said enterprise customers were “bullish” in adopting integrated systems and many more consider these when making IT procurement choices.

The top vendors in integrated platforms, were Oracle, IBM, HP, Hitachi and the usual “others”.  But an examination of the revenue growth delivered by these companies showed that HP managed to grow revenues by 92.1 percent compared to the same quarter in 2013, while IBM was in stasis and Oracle grew by 18.3 percent.

In the field of worldwide integrated infrastructure, the top three spots were occupied by VCE, Cicsco/Netapp and EMC.

EMC nearly married HP

weddingIn a merger that would have ranked alongside that of Kim Kardashian and Kris Humphries, EMC was seriously considering tying the knot with the maker of expensive printer ink, HP.

A Wall Street Journal report suggested that EMC and HP have investigated a potential merger deal that would have created a super-vendor worth close to $130 billion.

The deal was approached as a “merger of equals” and was in discussion over the past year. HP CEO Meg Whitman would have become CEO of the combined company, while EMC’s Joe Tucci would have been President.

Fortunately, the deal fell apart because both companies had concerns over whether their respective shareholders would have approved it.

That is not to say it was completely bad.  HP would have gained EMC’s storage expertise and domination over the mid-range storage sector. HP’s forays into cloud computing have shown the strategy of a chicken with its head cut off.

EMC has some good technology in cloud computing, commodity hardware and modular approaches to IT, but these are successful at the expense of its highly lucrative core businesses.Its VMware subsidiary is doing well, but it is not making enough for the outfit to be a truly happy bunny.

What the pair clearly forgot was that they compete for business; integrating the two operations would have been a nightmare for managers, but great for accountants.

Fortunately, the idea died a death before anyone heard about it.

Thin clients have their day

Dell logoAs many as 97 percent of enterprise client device are now thin clients and share continues to grow.

That’s according to market research firm IDC, reporting on sales in the second calendar quarter of this year.

Growth in these type of devices is epected to be 5.8 million units, that’s growth, year on year, of 6.2 percent.

And there’s a trend for enterprises to buy thin clients without operating systems – so called zero clients.  Those types of devices held a 27.9 percent share in Q2 2014, and up 22.8 percent from the first quarter this year.

Windows Embedded OS thin clients hold the lead with 41.6 percent share.

As far as vendors go, Dell (DellWyse) is top of the pile, with a 28.8 percent share. HP has fallen to number two, with 26.5 percent share.  Ncomputing is third at 11.6 percent share, followed by Centerm which has a large share in Chinese markets, and Igel which is strong in western Europe.

Dell rules the PC monitor roost

Dell logoPC monitor unit shipments amounted to 32.5 million units in the second quarter of this year – and that’s a fall of 2.9 percent compared to the year before.

IDC released findings on the quarter, said that tendency will continue over the next three years.

But LCD technology had a 93 percent market share in the second quarter, an increase of 10.5 percent compared to the same quarter a year before.

The favoured screen size is 21.x-inches, and had a market share of 22.5 percent in the quarter.

While touch screen monitors continue to hold only a tiny part of the total PC monitor share of 0.4 percent, there was stronger growth in the USA than in other markets.

Dell managed to stay number one in the quarter, with market share of 15.4 percent, representing five million units.

Samsung, at number two, had a 17.9 percent share in market value. In revenue terms, it was number one, shipping $1.04 billion wrth of units in the quarter.

HP is the number three worldwide, but held the number one position in Western Europe, and the number two position in the US.

Apple eclipses Intel

Intel-IDF-'14-Copy-SizeAs far as we can see, Apple’s announcement of its iWatch put chip giant Intel in the shade yesterday.

Yesterday  was supposed to be Intel’s day, but as it doesn’t really have very much to say about anything except wearable technology, it didn’t really stand a chance.

We’ve noticed that Apple has received accolades from what our own Nick Farrell calls the Tame Apple Press. He defines TAP as uncritical media outlets – magazines to you and me – both journalistic people and publishers that swallow marketing pap and regurgitate it as if Apple, or Intel for that matter,  was capable of telling any kind of truth.

Let me tell you, from past experience, Apple chooses very carefully the journalists it invites to its launches. As, for a matter of fact, does Intel.

It was, I think in 1990, that Apple announced something or other in London and dragged along the late Douglas Adams to give a witty presentation that wowed us all. However, I noticed that after the event had finished, Adams was talking to the Apple spinner about his reward – quite a lot of Apple DRAM.

Intel tries to play a similar game but is really cackhanded about it. It’s not really very good at marketing. Back in the old days it decided to set its legal department in my direction, and in other directions too. Then, under the captainship of Andy Grove, Intel was a bully and we all know that bullies need standing up to.

The corporate spin departments of these computing multinationals believe they can manipulate, bully, or even exclude journalists from the scene.  Just in the last 25 years I’ve been personally told by the likes of Microsoft, HP and Intel that “I’d never work in this industry again”.

Intel has turned into Mr Nasty yet again,in the 21st century,  but the truth is that it has had little or nothing to say for at least the last six years.  Apple doesn’t seem to have much to say either unless you’re one of the famous fanbois that really must have something strapped to your wrist.

The truth is that commodisation of the IT industry has weaved its wicked way – Apple won’t even release its famous iWatch until next year. Intel getting into wearables is risible. And Microsoft is struggling to even give the impression that it has a stratagem.

The second decade of the 21st century just goes to show that these monsters of the late 20th century are just straw dogs, and the way ahead is way different from they think. Here’s what an Intel spinner had to say about yours truly, in relation to Mark Hachman:

“From: Francisco, Daniel J Sent: 24 March 1999 23:35 Subject: RE: more from Mike Magee on Compaq Merced Since we’re giving our two cents:) It’s really a juggling act. We’ve had some luck (ie, Mark Hachman, EBN, and PC World editors) with tough love approach, telling them they’ll get more access to us if they are more objective and less sensational/negative in their articles. The trick is actually not giving them the “special” access after we go down that path. In the case of Magee, his reporting doesn’t indicate that he values the exec access and the efforts to build a stronger relationship. Hachman was the same way when we started working with him. There is no value for the special access until it stops and is given to someone else. Then they realize the benefits of “working with us.” Hachman’s writing has come full circle. And following this last IDF and his ridiculous coverage, I’d be hard-pressed to lobby for Magee to come to future IDFs, especially on Intel’s dollar. Dan”

Dancing Dan Francisco – he’s a nice chap but still a corporate spinner after his INTC corporation experiences. Idiots.

HP beefs up security

HPAccessData and HP are to get closer to each other by increasing security assessment and quick fixes for global organisations.

HP’s service arm, Rapid Incident Respons Services is intended to help corporations quickly investigate what’s gone wrong after a hack and provide forensic evidence of incidents.

HP will now provide further services using AccessData’s Resolution One to give advance warning of security threats and provide alerts to prevent networks, endpoints, mobile devices and applications being compromised.

AccessData claims its ResolutionOne offering will extend HP’s own service with capabilities including root cause analysis, full packet capture network forensics, data on hardware, assessment of malware, and auditing across enterprises.  ResolutionOne also lets security and response teams collaborate in real time with automated batch processing to eradicate threats.

AccessData says it has over 130,000 users in law enforcement, at law firms, government agencies and corporations.

PC sales up. Secretly

A not so mobile X86 PCSales of PCs in the Middle East and Africa (MEA) region showed growth in the second quarter, stopping a continuous seven quarter decline. That applies to both notebooks and desktop machnes.

So says market research company IDC, which said growth in the quarter amounted to 2.2 percent, up by 4.5 million units.

Oddly, the bulk of the growth came in Iran, Iraq, Syria, Yemen, Palestine and Afghanistan.  Why is that odd? Because, according to Fouad Rafiq Charakla, research manager at IDC, no vendor make any official shipments of PCs into these countries.

Saudi Arabia and Pakisan showed growth in the region.  “The healthy shipments seen in most countries can either be attributed to a recovery from instability – be it economic political or social – or to previously low PC penetration rates. Bearing this in mind, Egypt and Nigeria are expected to be among the region’s fastest growing PC markets in 2014,” Charakla said.

The top dogs in the region are HP, Lenovo, and Dell. But the last suffered a shortfall year on year. Acer and Asus came fourth and fifth respectively.

Storage revenues fall

storageWhile still worth $5.9 billion, external storage systems revenue fell by 1.4 percent in the second quarter of this year, according to IDC.

The market research company said a decline in high end systems was coupled with a drop in midrange storage sales too.

While EMC stayed in first place, its market share fell in the quarter from 31.2 percent the year before to 30.1 percent.  NetApp and IBM tied in second place but they also saw drops in their sale.

HP appears to have profited from their market share drop, as it moved to fourth place, while Dell and Hitachi tied for the fifth position.

Moving from external disk storage to the total storage market the top four vendors were EMC, HP, IBM and Dell.

Intel falls into ARM’s arms

Intel-logoIn one of those strange twists of fate that dog the semiconductor industry, it appears X86 giant Intel is now one of the biggest licensees of ARM tech on the planet, now it is a foundry business. ARM, of course, offers an advantage over X86 servers in terms of both functionality and heat. Intel is considerably boosting ARM revenues, according to well informed sources close to the facts.

Actually, INTC has always had a lot of foundry business. It was forced by American authorities to guarantee that production of DEC’s Alpha microprocessor continued until the end of the decade, as we reported earlier at the INQster and the Rogister years back. Intel also had and probably still has a StrongARM licence – an opportunity Chipzilla signally missed back in the days.

It also still makes HP chips. Perhaps that is because of the peculiar nature of the partnership between Intel and HP.

Intel reacted very badly to the news.

Anna Cheng, the UK spinner for Intel, sent a snottogram to the Eyes saying that the world+dog knew it made ARM chips. She said that she objected to the fact that the Eyes blank carbon copied other people at Intel – including Chuck Mulloy – asking for clarification. She scolded the Eyes for not going through proper channels.

We responded by saying that we had in our possession many Intel “confidential” emails describing me – in no uncertain terms – as an old buffer.

ARM refused to comment, but it is quids in because of Intel’s decision to fab up the unique British designs…

HP and shareholders deal in doubt

Meg Whitman, photo by Mike MageeA US judge is not happy about a proposed agreement struck between HP and plaintiff shareholders to settle a lawsuit over the computing giant’s acquisition of Autonomy.

US District Judge Charles Breyer rejected several million dollars in fees that shareholder attorneys would have recouped under the settlement.

But he added that he would have to make further inquiries into whether dismissing claims against HP officers, including current Chief Executive Officer Meg Whitman, was fair for shareholders.

Under the terms of the settlement, shareholders agreed to drop all claims against HP’s current and former executives, including Whitman, board members and advisers to the company. Instead the two sides would team up to bash former Autonomy executives, including Chief Executive Michael Lynch.

Laughing all the way to the bank were the shareholder attorneys who would have collected $18 million in fees.

The court heard how HP is also gunning for British unit of Deloitte & Touche over its role in auditing Autonomy.

HP’s allegations of accounting improprieties, misrepresentation and disclosure failures at Autonomy have prompted an investigation by the U.S. Securities and Exchange Commission and the Federal Bureau of Investigation, as well as the UK’s Serious Fraud Office. However so far there have been no actual charges levelled against Lynch and co.

Former Autonomy Chief Financial Officer Sushovan Hussain objected to the settlement too saying that it was a “whitewash” and asked that he be allowed to review internal HP documents that absolved Whitman and others of wrongdoing.

HP has vigorously contested Hussain’s ability to review documents that gets Whitman off the hook.

Breyer said he would need to weigh the evidence against HP officers as part of his analysis on whether the deal absolving them of liability is fair for shareholders.

Bryer said that something went terribly wrong with the Autonomy acquisition.

 

Microsoft takes on Chrome

Chrome-4-Wallpaper-Background-HdSoftware giant Microsoft appears to be attempting to give the Chromebook a run for its money.

Vole has arranged a few deals with some of its hardware partners to create $199 to $249 Windows laptops which are based around cloud storage systems.

HP will be Microsoft’s number one chum and will lead the way to lower-priced Microsoft Windows computers this year.

First off the block will be a $199 laptop dubbed the HP Stream 14. Details for the device leaked to Mobile Geeks. The data sheet that the magazine got its paws on shows a  14-inch laptop which could provide an interesting alternative to a Chromebook.

The HP Stream 14 is a bit like a Chromebooks.  It has a 1366 x 768 display and energy-efficient AMD chips. It has an untaxing 2 GB of memory and either 32 or 64 GB of flash storage as well as an SDXC card slot. Bluetooth, Wi-Fi, three USB ports, HDMI out and a webcam.

The laptop runs Windows 8.1 and is connected to Microsoft’s cloud storage services. Like a Chromebook, the HP Steam 14 will come with 100 GB of OneDrive storage for two years, which is the identical

It appears that Microsoft is not going to give the bottom of the market to Google without a fight and we are expecting to see other products from Volish partners in the $199 to $249 price range in the coming months.

Handbags swing in HP/ Autonomy case

pearl-harborPundits are grabbing their popcorn as the opening rounds of handbag swinging between HP and the former owners of Autonomy begin in earnest.

HP wants to sue former Autonomy Chief Financial Officer Sushovan Hussain as he seeks to block HP’s settlement of three shareholder lawsuits over its purchase of the British software outfit.

Hussain wants to block the settlement, saying HP officials were wrongly absolved in the ill-fated acquisition of Autonomy for $11.1 billion in 2011.

HP wrote down Autonomy’s value by $8.8 billion a year later and accused Autonomy officials of accounting fraud.

Hussain said that is rubbish and it was HP’s mismanagement which stuffed up the company he used to run.

But what has triggered this round of handbag swinging was that HP reached a settlement with shareholders to end efforts to force current and former HP officials, including Chief Executive Officer Meg Whitman, to pay damages over its Autonomy purchase.

Instead they have agreed to help HP pursue claims against former Autonomy officials such as Hussain and former CEO Michael Lynch.

HP said that the notion that Hussain should be permitted to intervene and challenge the substance of a settlement designed to protect the interests of the company he defrauded is ludicrous.

It now says that shareholders agree with HP that Hussain, along with Autonomy’s founder and CEO, Michael Lynch, should be held accountable for this fraud.

Hussain said in his court filing that the “collusive and unfair” settlement, if approved by a federal judge, would let HP “forever bury from disclosure the real reason for its 2012 write-down of Autonomy.

“This breathless ranting from HP is the sort of personal smear we’ve come to expect. As the emotional outbursts go up, the access to facts seems to go down,” Autonomy swung back.

“Meg Whitman is buying off a bunch of lawyers so she doesn’t have to answer charges of incompetence and misdirection in front of a judge and jury.”

 

Ooooohhh get her.

HP does u-turn on OpenVMS

utrunThe maker of expensive printer ink, HP, has changed its mind on OpenVMS.

For a while now HP has been pushing its users off the system, but now it says that it has licensed OpenVMS to a new firm that plans to develop ports to the latest Itanium chips. It is also promising eventual support for x86 processors.

This is a u-turn from last year when HP declared OpenVMS as following the path of the Dodo. It said it would not validate the operating system to its latest hardware or produce new versions of it.

The new move involves licensing the OpenVMS source code to a new entity, VMS Software. Of course HP is not saying that action a reversal, or that it changes the previously announced roadmap for the OS.

The move will allow OpenVMS customers want is to stay on the OS.

VSI is funded by the investors of Nemonix Engineering, a longtime support and maintenance firm of OpenVMS systems.

It wants to validate the operating system on Intel’s Itanium eight-core Poulson chips by early 2015.  It also wants to support for HP hardware running the upcoming “Kittson” chip. It will also develop an x86 port, although it isn’t specifying a timeframe.

OpenVMS has a strong customer bas and is used in nuclear power plants, in process control systems in all industries. It is good at disaster recovery, security and clustering.

An OpenVMS user group based in France recently went public with its complaints, calling HP’s decision a mistake.

Intel builds custom chips for Oracle

oracleIntel’s new business building custom chips for punters who build their own servers appears to have been gaining some momentum.

Last year, Intel started offering custom chip designs to Facebook and eBay and now it has managed to get Oracle signed up.

The difference with the Oracle deal is that Chipzilla is making custom processors to sell to customers.

According to DatacenterDynamics  Oracle wanted a processor whose performance profiles could be changed on demand based on workload.

Intel built Oracle’s E7-8890 v2 on the Xeon E7-8895 v2 processor but gave it the ability to put its cores into ultra-low power states and then bring them back up as needed.

The 8890 v2 model is the top of the Xeon line, the only one with RAS capabilities and other high-end functions found in the Itanium and other RISC processors.

The 8890 has 15 cores running at 2.8 GHz and 37.5 MB of cache per core for high performance analytics or in-memory databases.

With the 8895, Intel allowed the processor to act like an 8890, 8891 or 8893 while in operation and without having to shut down and restart.

The technology was already there. Intel already does something similar with its consumer Core processors called Turbo Boost. If a dual core, 3.0GHz processor is running a single-threaded app, it will shut down one core and run the other at 3.4Ghz, for example.

The 8895 is used in Oracle’s Exadata Database Machine X4-8,an 8-processor rack system with up to 12 TB of system memory 672 terabytes of disk, 44 terabytes of high-performance PCI Flash, 240 database CPU cores, and 168 CPU cores in storage to accelerate data-intensive SQL.

There are limits to the deal. Intel will not be open to chip suggestions from Oracle’s hardware competitors like HP and Dell. The Oracle deal was oriented around its database and other business application software.

Autonomy chief financial officer wants to block HP settlement

HPAutonomy’s former chief financial officer is seeking to block the maker of expensive printer ink, HP from settling three shareholder lawsuits over its troubled purchase of the British software company.
Sushovan Hussain, said the “collusive and unfair” settlement in which HP officials are wrongly absolved of a $8.8 billion writedown.

Hussain, said the “collusive and unfair” settlement, if approved by a federal judge, would let HP “forever bury from disclosure the real reason for its 2012 write-down of Autonomy.

“This motion reveals the depth of the corruption that permeates the settlement,” the spokesman said. “The shareholders who have borne the losses get nothing, and learn nothing about what really happened.”

He said that it ignored HP’s destruction of Autonomy’s success after the acquisition.

The June 30 accord called for HP shareholders to end efforts to force current and former officials, including Chief Executive Officer Meg Whitman, to pay damages to the Palo Alto, California-based company over its disastrous $11.1 billion Autonomy purchase.

Instead, the shareholders agreed to help HP pursue sue former Autonomy officials like Hussain and former CEO Michael Lynch.

HP announced the $8.8 billion writedown in November 2012, just over one year after buying Autonomy, and claimed it as down to accounting fraud and inflated financials by Autonomy executives.

HP spokesman Howard Clabo shrugged and said that Hussain’s opposition to the settlement is baseless. He thought that at the end of the process, the jury will conclude that Hussain engaged in a multi-billion dollar fraud.