HPEDiscover

thoughts from @bgracely @stu @dfloyer @dvellante on this topic. I see this as huge deal for HP; WinTel for the cloud is something HP is familiar with from old days

#HPE #Azure deal comes a month after HP announced it's shutting down its public cloud services ops, rather than compete head-on with well-established players such as Amazon, Azure, Google

good to see HP defining its new public cloud strategy after the announcements over the last few months. will be interesting to see if their focus is on-prem Azure on servers or moving applications to Azure public cloud.

@GeorgeO just commented that HP is surrendering not sure if he's referring to in general or just the public cloud game

@bgracely What does this mean for VMware HP relationship?

as you noted when talking with Dave Donatelli, if vendors don't own/operate your own public cloud, they'll end up being a reseller of other services. changes their business model.

. @bgracely yes partnering with Azure changes HP business model so they need to create value with software which isn't their core competency to add to the hardware business

HPE is still a huge distributor of VMware via their servers, even with the Helion/OpenStack offerings. will be interesting to hear the HPE Public vs. Private Cloud messaging next week.

I'll get the scoop in London next week

the WinTel analogy is convenient, but the world is moving to non-Windows OS (Linux, iOS, Android) on many more devices. it's a different world going forward.

Timothy Jones ‏@timbeejones commented
Timothy Jones "Critical for HP will be selling to new SaaS verticals, and not depending on telecom to pull through server revenue."

@bgracely WinTel is what they have installed in the base and familiar with the new world is cloud/mobile/data with both horizontal and vertical scaled opensource software models. Developer-led products is the new scale point for revenue

@bgracely @bgracely @furrier HP has always been comfortable re-selling and, like Dell, can generate profits doing so. But the really big $ will be made owning ur cloud. But it's very hard - to wit VMware

Rob Enderle wrote a scathing post on HP and Yahoo board http://www.itbusines...

And the question is how will HP's partnership with Azure be any different than Dell's? My guess its going to be down to who can survive on less margin http://www.enterpris...

@Phil_Dunn1 great point on the Dell Microsoft deal. HP is comfortable with Microsoft with years of experience partnering. Can HPE adjust its' business model to be cloud native in this new era or style of IT

@bgracely What does the Azure deal mean for Helion in hybrid deals? Will HP be using it or Microsoft cloud tools?

@bgracely Also, what about HP and AWS? last year it bought Eucalyptus & integrated it into Helion. But not much since re hybrid cloud with AWS.

I see a lot of challenges for HPE going forward. Once VMWare owned by Dell, how will HPE continue to be focused/sell a key competitors product?

@dvellante How will HPE make money once they’ve sold Azure Public cloud to their customers & migrated them? Game over? From the pot into frying pan?

@bgracely Problem is partnering with a competitor becomes a long term viability issue. Azure Public Cloud replaces HPE

Join the discussion, post questions at http://bit.ly/1Ss8vx...

As we integrate what was HP Networking with Aruba, creating an access lane. Dominic Wilde on #theCUBE @HPE

Policy driven access control is the big thing in wireless and wired networking says HP

You don't want 2 different operational models for wirelss & wired, particularly for IoT. It doesn't matter what the connection medium is. Dominic Wilde on #theCUBE @HPE

If something ided as a sensor starts asking for patient records, I know there's a problem there because the policy says it is a sensor. Dominic Wilde on #theCUBE @HPE

Job one is bringing that under the management layer, Clearpath security, & integrating wired & wireless. Dominic Wilde on #theCUBE @HPE

big data is a great opportunity for Aruba wireless and HP Networking to change the game on networking

The advent of multi Gbit wireless is the point where enterprise adopts wireless as a primary medium. Dominic Wilde on #theCUBE @HPE

To do that we had to bring all the wireless software IP together with the wired was a big job. Dominic Wilde on #theCUBE @HPE

HPE Networking with Aruba eliminates the overlay issues with wireless to bring in unified networking policy

We're executing on that quickly. Product roadmap is defined. Dominic Wilde on #theCUBE @HPE

We were a great alternative to Cisco. What we want to be is a leader & we are in innovation. Dominic Wilde on #theCUBE @HPE

ITOs finding the LOB is defining what they need to do & they are partners. Dominic Wilde on #theCUBE @HPE

Everybody has a different idea of what SDN is. My idea is it is a different way of looking at the network. It defines the network as a system. Dominic Wilde on #theCUBE @HPE

It's about automation & making things dynamic. Dominic Wilde on #theCUBE @HPE

SDN lets you make the network dynamic & agile. Dominic Wilde on #theCUBE @HPE

The network already holds a lot of context info. Bringing that out in software makes management much easier. Dominic Wilde on #theCUBE @HPE

Within IoT the #1 thing is understanding what you want to do. People tend to jump the gun and go direct to implementation. Dominic Wilde on #theCUBE @HPE

At the 49er stadium I can tell every customer where the nearest bathroom is, where the shortest line is. That's 1.0 of mobile engagement. Dominic Wilde on #theCUBE @HPE

We recognized to do that you need an Aruba infrastructure. But lots of companies can't just rip & replace. We now have sensors that can communicate with any 3rd party wireless network. Expanded the partner program. Dominic Wilde on #theCUBE @HPE

Edge of the network is whatever you make it. Dominic Wilde on #theCUBE @HPE

You want to be able to manage the sensors, have visibility. The network facilitates all of that. Dominic Wilde on #theCUBE @HPE

You want to reduce the ops complexity of managing the sensors. U need a single umbrella of management, security. That's what we bring. Dominic Wilde on #theCUBE @HPE

People believe IoT is a new thing. It isn't. Global real estate has done this for years. But there are old stds, etc., that may not be able to connect throu IT. Dominic Wilde on #theCUBE @HPE

As we bring the new infrastructure in, you want to aggregate those sensors and integrate them because you don't want to rip the guts out of the buildings. Dominic Wilde on #theCUBE @HPE

We chose low energy sensors that run on batteries with lives of 1-2 yrs. Now we have analytics capability. I can monitor & alarm the batteries. Dominic Wilde on #theCUBE @HPE

The benefit U get, services U can enable, makes the cost of maintaining those batteries worthwhile. Things like dynamic, real-time meeting room booking. Dominic Wilde on #theCUBE @HPE

U can have a combination fo wired & wireless & have them under the same management layer. Dominic Wilde on #theCUBE @HPE

We're addicted to data. But deriving the value out of data is the challenge. Dominic Wilde on #theCUBE @HPE

Composable infrastructure will subsume everything that went before. Dominic Wilde on #theCUBE @HPE

Composable turns the operational model on its head. Dominic Wilde on #theCUBE @HPE

That is revolutionary. Dominic Wilde on #theCUBE @HPE

IMHO #SDN is about redefining the network architecture by decoupling the switch control & data plane.

That architecture ties in nicely with the Aruba vision & the HPE composable infrastructure vision...