Microsoft and HP Could Reshape the IT Landscape: Page 3
What Does MicroHP Mean for IT Buyers?
At this point, some readers will say that a concept like MicroHP is the result of the analyst consuming too many microbrews. However, those IT buyers still willing to stay with me may want to consider the following thoughts and action items:
- Over the next two years, the evolution of cloud computing is likely to drive Microsoft and HP closer together rather than further apart. Microsoft can't count on the consumer market to keep its revenues growing; it will need to improve its business offerings, not just use its consumer design teams to drive new business products. Meanwhile, HP faces stronger competition from both Oracle and IBM, competition in which Oracle and IBM will point to the greater degree of integration of their software and hardware that can lead to greater performance — so HP will need a better software integration story, preferably one that emphasizes Windows as well as Linux.
- IT BI buyers should consider making one entry on their short lists read not HP or Microsoft, but HP/Microsoft. By asking both vendors to act as one, you will send a strong message to them that should result in greater efforts at integrating their product lines, and therefore better products for IT private/hybrid cloud or analytics needs.
- IT buyers should also ask for clearer roadmaps on "Phase 2" of cloud deployment. Many of the initial private cloud deployments have been for Linux, while Windows deployments are often independently done. HP and Microsoft should be able to find a way to help customers integrate the two cloud platforms better.
One final note: when I first entered the computer industry in the 1970s, it was hard to imagine a day in which another vendor would have greater revenues than IBM. I have lived to see that day; and now I am imagining a firm that would be twice IBM's size and growing faster — and yet it would be relatively invisible compared to hot firms like Google and Facebook that were created a decade or less ago. The industry remains, after all these years, never dull.