Tag: servers

HP is top on blades, claims HP

hpmanvegasBlades are not expensive, HP said at a briefing here in the amazingly huge Sands Expo centre today.

It has shipped over three million blade systems and vastly outsells Dell and the others, said a man from HP. HP didn’t have very much to say about ARM, so we suspect he is talking about Intel based systems.

HP also claimed at the same press conference it was ahead on the storage front, you’ll be astonished to hear. HP will extend its converged storage portfolio with a couple of new products with a channel exclusive set of stuff called HP Store System and HP Store Virtual. It is all industry standard so basically we are talking about AMD and Intel – not ARM.

Store Virtual is incredibly simple, according to HP. “Because of the power of being HP we can deliver storage with rich data services with ProLiants”.

WLAN is a huge market for HP’s partners, growing 11 percent CAGR. WLAN is worth $4.18 billion, a spokesperson said.  HP claimed to be committed to driving all wireless revenue through its channel partners.  Ninety percent of HPN portfolio goes through the channel. HP Blade systems are worth $37 billion and driven by the channel, it was pointed out.

Taiwanese server makers take on traditional OEMs

server-racksThe server market has been dominated by the same players for years, but times are changing and Taiwanese outfits are aggressively entering the lucrative market.

Talking to EEtimes, Quanta cloud computing group general manager Mike Yang pointed out that Taiwanese companies are ramping up production of servers, switches and storage systems. The trend threatens to undermine the position of traditional OEMs.

“Traditional OEMs no longer have the advantage, we do,” said Yang. “The business model is changing and it provides us a very good opportunity.”

It could be said that Quanta entered the server market by accident. Five years ago it landed a sizeable contract from Facebook, which prompted the company to rethink its approach to the server market. Yang said the deal had a big impact on Quanta and it was quite surprising, as the company usually only provided precuts to OEMs.

But Facebook is not alone and Big Data is showing a lot of interest in Taiwan. Google and Microsoft also realised they could easily tap Taiwanese companies to build custom designed server suited for their needs. Two years after the Facebook deal, Korea Telecom also approached Quanta to build server racks.

“We asked them why they came to us, and they said they heard we were doing business with several of the biggest data centers in the world,” Yang said.

It did not take Quanta long to realise that it could cut out the middleman and sell its gear directly. Last year Quanta officially created its data centre group and it is pursuing the market more proactively. However, the company is playing both sides and it is still building servers for OEMs like  Dell and HP.

Quanta is not alone and one of its chief rivals is Wistron, a former arm of Acer that makes PCs for OEMs. Wistron is now getting orders for racks and last year it launched a spinoff called WiWynn to handle the data centre business and prevent possible conflicts of interest with OEM clients.

Dell: we’re serious about enterprise

haas330Dell CEO Michael Dell, so the rumours go, notoriously hates his company being referred to as a box-shifter.

While speculation about him personally taking the company off the market to exert more control increases, European bigwigs here at Dell’s Technology Camp, Amsterdam, took to the stage promising a packed room of analysts and reporters that Dell is on an aggressive push into enterprise, but that it is very much established there already.

Dell believes it will find opportunity in a world plagued with recession, and heavy hitters such as Marius Haas, president for Dell Enterprise Solutions, are fighting the company’s corner.

Opening the presentation was Aongus Hegarty, president, Dell EMEA. He insisted that Dell’s position is as an established software company, and that its many recent acquisitions – recently herded into one umbrella group as Dell Software, are paying off. Recurring themes from all the speakers were the company’s broad intellectual property and a vast stockpile of patents, swelling with each acquisition.

Crucially, Aongus pointed out that Dell is unique to the competition. Showing a slide that presented the company in a very favourable light within the enterprise, his statement was backed up by HP veteran Marius Haas. Haas said that over the last 10 or so years, people have been mostly thinking about performance and value – but the trend has shifted onto how also to provide operational efficiency across the board.

Haas pointed out that systems can be expensive to maintain, and flagged the Itanium as an example. Although these systems can provide some operational efficiencies, costs are there because they don’t provide the full package, according to Haas. Even with cheaper Chinese vendors (naming no names), though capital costs may be at bargain prices, operational costs can be higher because there are other factors to think in – and they still must be maintained. This is where Dell differs, he said.

Scalability is another key point. Being able to deliver services from the SMBs to enterprise level means more opportunity and flexibility. Haas mentioned an initiative by the British government to store all data from every study in a digital format: this leads on to conversations from high computational requirements through to what is possible with tape storage, or the cheapest options to protect and keep that data.

Although there has been a slow down in business spending, Dell fully expects the second half of this year to pick up. We will have to wait and see. What is clear, is that Dell is serious about further entrenching its brand as an enterprise company and its execs were quite convincing. Can a further shift away from shaky consumer territory be on the cards?