ComputerWorld magazine has been a joke for many years now. It used to be good back in the 80's/90's but MicroSoft's pocketbook is a big one. I haven't bothered to read it for quite a long time now.
On Tue, Aug 18, 2009 at 4:14 PM, Timothy Sipples <[email protected]> wrote: > Hewlett-Packard reported its 3Q earnings earlier today: > > > http://h30261.www3.hp.com/phoenix.zhtml?c=71087&p=irol-newsArticle&ID=1322129 > > A few highlights: > > 1. "Industry standard server" revenues are down 21% (quarter, year to > year). And it's not a single quarterly fluke: revenues are also down over > 24% (nine months, year to year). These are the Intel/AMD X86 servers. > Clearly this means that X86 servers are dead. And because they are > "industry standard," that obviously means the entire standard server > industry is dead. > > 2. "Non-industry standard server" ... oh, sorry... "Business critical > server" revenues are down over 30% (quarter, year to year). And it's not a > single quarterly fluke: revenues are also down over 25% (nine months, year > to year). These are almost all Intel Itanium-based servers running HP/UX > (UNIX) plus a few NonStop Kernel (NSK) servers. Clearly this means that > distributed UNIX and NSK servers are even more dead. > > 3. HP doesn't break out profit ("earnings from operations") separately for > these two units, but for the overall "Enterprise Storage and Servers" > division, profits were down 34.5% (quarter, year to year) and a whopping > 46% (nine months, year to year). Clearly since the profit is declining even > faster than sales, HP server R&D investment is really, really dead. Which > fits, actually: there hasn't been a new Itanium CPU since....when was that > again? (Anybody remember?) > > 4. Perhaps services and software will help fill the gap? HP doesn't > actually produce too much software, and anyway that business was down too > (22% for the quarter, year to year; 15% for the nine months, year to year). > So obviously software is dead. The EDS acquisition makes services > comparisons hard for now, so more time is needed before deciding that's > dead. > > Yes, servers, software, and perhaps even services are dead. Everything is > dead. Thus I suggest unplugging every HP X86, distributed HP/UX, and > NonStop Kernel server you own, now, before it's too late. > > I'm also looking forward to reading Computerworld's article tomorrow about > the death of HP servers, and the grave and ever-deepening threat to HP > server R&D. A story which of course they have been printing for several > quarters given the *actual* continuing death of HP servers (that mostly run > non-HP software, as it happens). Right? > > Speaking only for myself. And Computerworld. > > - - - - - > Timothy Sipples > IBM Consulting Enterprise Software Architect > Based in Tokyo, Serving IBM Japan / Asia-Pacific > E-Mail: [email protected] > ---------------------------------------------------------------------- > For IBM-MAIN subscribe / signoff / archive access instructions, > send email to [email protected] with the message: GET IBM-MAIN INFO > Search the archives at http://bama.ua.edu/archives/ibm-main.html > -- Guy Gardoit z/OS Systems Programming ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to [email protected] with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
