Gartner says that the edge will eat the cloud...we've been saying If software is eating the world - it's definitely going to eat the edge. Not sure I understand "edge eats cloud"
HP proved w/ 3PAR that it actually can do acquisitions - if it can repeat that w/ Nimble it will be another home run. And Aruba looks very promising as an acquisition
But no question HPE is financially much stronger - $5.8B in cash and an ability to do acquisitions such as Aruba, Nimble, Simplivity and other tuck ins - smaller co's that can scale
It's wasn't all pretty - some struggles with the team, the organization, mis-steps on the HP Public cloud, assessed a strategic merger w/ EMC...all leading up to a massive breakup of the company - which was the ultimate chosen path
It's been a 6-year journey for Meg Whitman - imo she took one for silicon valley when she took this job - definitely in better shape than when she inherited a mess from the prior regime
#HPEDiscover
