Cloud & Telecom Security

By this acquisition, HP enters enterprise networking market with strong threat management product line from Tippingpoint.

The vulnerability and threats research of DVLabs will greatly improve HP’s capability and image at these areas, so that HP’s competition against IBM will become more effective.  X-Force of ISS is one of the critical advantages of IBM over HP, at overall one-stop IT arena.

Historically, after the acquisition of an independent security company, their selling model and focus will change to more aligned with major businesses.  As for HP’s scenario, their security product lines, including the IPS/UTM, focuses on their global enterprise customers and outsourcing partners.  The security department, mostly, will lose some momentum to find and obtain new customers, instead, they will be more interested at existing customers, bundled within other bigger IT/service orders. Read more…

几个月前，读到尼古拉斯·卡尔的《IT不再重要-互联网大转换的制高点-云计算》（中信出版社 2008.10）,其中提到了未来数据中心的场景 – 一栋灰色的大仓库，厚重的铁门，冷峻的门卫等等。IBM在美国的支柱数据中心设在科罗拉多州州的Boulder(巨石城)，我猜那里的电和成本都比纽约和罗利Raleigh要低一些。后面也看到新闻讲Google和微软都在美国西部某条大河的水电站附近建立了新的大规模数据中心以支撑云计算战略。电费等基础设施开销成为互联网云计算的很大一块成本，在绿色IT的大旗下，Hi-Tech的云计算服务器群正在进行一场轰轰烈烈的上山下乡运动。

请看下面一则新闻。IBM的新数据中心建到了东营…. Read more…

昨天看到这则新闻，很复杂的感觉。一方面觉得不新鲜，近年来Sun举步维艰，业务模式上的失败，一步错步步错，在和IBM/HP/Dell等硬件交锋中艰苦挣扎，虽高举Java大旗，还有人见人爱的MySQL, 但软件业务收入无法托起公司成长、中兴的重任。被人收购已经是不可避免。另外一方面，不免心中感慨。十多年前刚参加工作，电信机房里满眼的Sun服务器，Solaris是操作系统中的“圣经”，你用SGI, AIX, 甚至HP-UX，那感觉就是旁门左道。光阴荏苒，时过境迁，现在已是人家案板鱼肉。 Read more…

It’s reported that HP buys EDS for 13.9B$, 25$ per share. This is the one of the largest acquisition in the industry in recent years.

EDS is the 2nd largest vendor at IT service area with a yearly revenue of 22B$, while IBM is the largest one with 54B$ yearly revenue, and HP is the third one with 17B$. After this acquisition, HP will enhance its delivery capability and competitiveness against IBM.