Bert Latamore39
Antonio Neri, Senior Vice President and General Manager, HP Servers live now on #TheCube.
Dave Vellante
Antonio told me off camera that the future of cloud is compute - he was kidding (sort of) but clearly storage is moving closer to the processor and the network and server are converging...there's truth to what he says
Bert Latamore
Yes, I think he is pretty much right.
John Furrier
with servers it's about compute not about boxes
Bert Latamore
And when you go to a software-defined architecture then less of the critical functdionality is on the hardware.
John Furrier
@dvellante the new apollo servers are about density and high performance and super computing
CrowdFather
@dvellante @furrier ask about Cisco touting their market share from IDC? are blades dead
John Casaretto
I wonder if Neri sees IBM selling off their server division as a big opportunity. HP has brand value that will play well
Bert Latamore
I think the system-on-a-chip concept is exciting.
John Furrier
to be a player in the new style of IT you have to be a player in the infrastructure can't outsource it - talking about IBM divesting their x86 business
Bert Latamore
When IBM sold its PC business to Lenovo HP talked about how it was #1 and they would pick up share in the market. Who is #1 now?
Bert Latamore
IBM will still be an infrastructure player. Do not underestimate Power 8
Dave Vellante
Neri used to run technology services and was part of a services and EG alignment under Dave Donatelli - who btw is officially out of HP as of two mos ago
Bert Latamore
Is HP growing its network market vs Cisco? The technology sounds terrific.
Bert Latamore
Donatelli leaving is a real shock. Was that voluntary do you think?
John Furrier
HP's strategy is based upon openstack
Bert Latamore
What's going on there? Is there a fire or are they just trying to wake people up?
John Casaretto
Neri states HP is moving away from server era to compute era.
Bert Latamore
Overall I am seeing a lot more strong corporate vision Than I did in December. And HP has some good technology and a good vision going forward. Its big handicap is that it has to do all innovation internally -- it does not yet have money for acquisitions.