HP Cisco spans " Chu Hehan bound " : In former days ally becomes formidable adversary today

" IT times weekly " reporter / dog stairs and ramps Liao Zhen (comprehensive report)

　　Chambers is published " HP is the enemy " viewpoint, not be Cisco and HP stronger germinant, the contend that also does not mean both will end very quickly. As equipment of HP thrust network, cisco sends result server, the competitive certainly will of two tycoons is " protracted battle "

HP is worsening with the relation of Cisco.

On October 13, cisco announces to dvd discovery channel be signed with StarentNetworks and buy an agreement, will buy each other with the price of every 35 dollars all share, consultative total amount restrains 2.9 billion dollar. Buy after finishing, this company will become Cisco new the mobile network Technical Division that establish. In Cisco CEO Chambers eye, starentNetworks is the provider of solution of mobile foundation framework with banner industry, object of its major servicing -- coincide of shift and as it happens of business of shirt-sleeve network operation and oneself service group height.

In advantage of business of Cisco consolidate network while, HP respect transmits the message of intervening network business. Recently, senior vice president holds HP concurrently general manager of department of ProCurve network business Maruisi Hasi (MariusHaas) expresses when accepting media to interview, "It is large-scale at present when investing network business. We are in the branch of integrated HP other, include our bit server and memory personnel. Adjust and force of integrated and different research and development can let us gain a lot of opportunities. Adjust and force of integrated and different research and development can let us gain a lot of opportunities.. satin pjs

This is not the first bout of Cisco and HP engage in a battle. It is only before this before long, two companies had had in video conference domain again lie between empty fight hand to hand. On October 1, cisco agrees to buy Tandberg of company of Norwegian video communication with the price of 3 billion dollar. Kelisi Daidekete of president of Cisco Europe mart expresses, "Tandberg owns terminal of video of many telephone conference, the high-end video conference that buys pair of Cisco this serves a network, it is the complement of a kind of actual strength, and buy WebEx of online conference company to previous Cisco for, can increase its user amount. Can increase its user amount..

The data of research organization Wainhouse shows, video conference equipment is one of a few a few industries from the benefit in economic depression, its sale goes against city to grow 30% compared to the same period in period of global banking crisis, and still maintain up to now go strong s dvd discovery best buy ituation. And the market that HP also is rising abruptly from this hard shares a cup of a thick soup. At the beginning of this year, the business that HP serves video conference differentiates from inside the branch that print come out, merge into network business section. Current, the salesperson of video conference business amounts to 20000.

Network equipment market is the domain of Cisco all the time, electronic consumable also is the management place of HP al dog crates large best buy l the time, nowadays, they extend respective antenna those who enter each other is feudal.

　　 The Chu Hehan bound that disappear

HP and Cisco once all the time " distribute land and treat " .

Besides into resemble printing, the key business of HP is enterprise and individual operation processing reach advisory service. Gartner data shows, 2009 the 2nd quarter, the global portion of HP server is achieved 28.9% . And as network equipment market " be the first eldest brother " Cisco, the market that is as high as 65% in this one profit margin owns the share of 70% above.

Affecting because of company business each other, HP and Cisco also become a partner. It is reported, the run that HP scores every year from Cisco closes reach 500 million dollar. Nevertheless, the live in peace with each other of Cisco and HP already became as transient as a fleeting cloud, after the authority since HP of in control of of heart of mark · conspicuous, between two companies the upper and lower teeth not meeting properly began.

brass faucet

At the beginning of 2008, HP general " bestrew dirt " network product ProCurve carries program afresh. Before long, HP company announces to appoint Maruisi Hasi to hold general manager of department of ProCurve network business concurrently for senior vice president, be in charge of running the global operation of this product.

Be brought into as network business of Ha Si branch of HP technology solution, HP begins to give out driving offensive to network equipment market. August 2008, HP buys company of network of Colubris of firm of wireless network technology, this buy aggrandizement Wu of kimono of platform of the ProCurve hardware of HP, management, rose wired the integral function with wireless network. At that time, personage of analysis of Silicon Valley review thinks the heart it may be said of HP " passerby all knows " . Current, proCurve network becomes HP the 2nd profitable branch, battalion closes reach 1 billion dollar.

The analysis that law of · of Gartner analyst mark compares points out, pu Hui is to be in to Cisco declare war, it is capable to change the current situation of network equipment market.

Send market of power network equipment in HP while, cisco also is in its and go instead, begin to plan the server market that HP illegallies or forcibl most popular selling dvd discovery y occupy. Be in early 2008, industry has been in steal steal murmurous Cisco to will march server. On March 9, 2009, guess become reality, cisco rolls out " California project " led bit server new field, this product goes to computational function conformity in the server that includes memory function and network tool.

One stone arouses 1000 billow, what this action is considered as Chambers to wait to server tycoon IBM, HP is naked challenge. ZeusKerravala of senior vice president of research organization YankeeGroup thinks, this menace arrived HP and IBM. These two companies are already regnant bit server market is old, it is the overmatch of the feel no regret that at present the market is duped. "This thing can let HP and IBM go mad. This feeling is like to you like broach is being inserted in the eye. This feeling is like to you like broach is being inserted in the eye.. dvd discovery

In 10 days after this message announces, the share price of Cisco rises from every 15.45 dollars 17 dollars. Industry thinks, cisco lends the server that this infiltrate dvd discovery d dimensions amounts to 50 billion dollar the market.

Nevertheless, industry also feels quite to this one act of Cisco astonish -- amount to the network equipment market of 65% to turn to profit margin to be the server market of 25% only from profit margin. More what is more,the rather that, this action or will lose such HP, IBM partner.

Race to control " speech counterpoises "

On March 16, cisco and its partner roll out unified computation system (UCS) of later development abbreviati dog stairs best buy on, it reflected Chambers to advocate the concept of integrated computation, memory and network, meaning helping business research and development and government " center of new generation data " . This system will use Cisco entirely new the server that roll out. Chambers weighs UCS be Cisco " the market gets lost " . The analyst thinks, this is to change a server to the market not only, this also is the measure that Cisco enhances data center competition ability.

Before this, the personage expresses related Cisco company, large data center is the target market of Cisco all the time, company plan releases more products and brand-new plan in the light of this market this year. "Data center and fictitious the market that changing is Cisco attention. We are offerring the technology of countless innovation for this market all the time. Cisco will continue this is politic, release new technology, bring many total cost advantage for the client. Bring many total cost advantage for the client..

When proper industry guesses HP answers how, on April 20, HP rolled out corresponding solution, spearhead points to the unified computation system of Cisco continuously. This is the platform of an union software, server, memory and network, HP foundation framework, software and JimGanthier of bit sale vice-president express, the design concept of this system is to eliminate need to become independent the IT of group management server, network, the sources of energy and fictitious machine " Gu island " , "It is pool of a large computation, memory or the resource pool of the network, the equipment that supplies all data center need dog crates large breed for the client " .

Presiding apparitor of American California PrimaryGlobalResearchLLC holds president Nalayana concurrently to ever expressed, "HP and Cisco are launching fierce battle, the focus that they contend for is the building right of data center. The focus that they contend for is the building right of data center..

As the work up of network technology, company level market is occurrent change. The market is in wait for the contention between simplification market by server, memory, safety and network, evolve to be the competition of the comprehensive solution of core with integral data center stage by stage. And fall in the environment of financial crisis, most enterprise from fictitious the savor in the construction that change benefit, they raised taller requirement to data center, so that reduce operation cost effectively.

Chambers and heart of mark · conspicuous saw this undoubtedly, they are wide knot ally () of except of the other side, try loot the speech of this one market counterpoises. Current, cisco unites computation the system reached cooperative plan with a series of companies, of Microsoft, inscriptions on bones or tortoise shells of the Shang Dy dvd discovery 3 nasty fictitious change a service, the operating system of Novll, red cap. As corresponding as this, ganthier also expresses, HP or will wait for collaboration with VMmare, Microsoft, inscriptions on bones or tortoise shells of the Shang Dynasty.

On June 18, HP and Aerkate - bright dispatch announces jointly, the global business that both sides will form by a definite date 10 years is allied, xiang Dazhong enterprise and public sector offer IT and the solution with shirt-sleeve communication. In the meantime, this alliance still plans to use two companies to combine an advantage in the product of enterprise and communication market, the design carries upright client solution brand-newly. The analyst thinks, with Aerkate - bright dispatch cooperates, the performance that improves HP network facility and safety factor. The corresponding period, the information of Cisco thrust server often also comes out. On October 9, chambers announces to will enlarge the market of product of its frame server.

The battle array of HP and Cisco already lay out. "Cisco hopes the speech that acquires data center counterpoises, HP also tries to carry development network equipment, come aggrandizement the position in this one market, bilateral advantage is distinct, but actual strength is well_matched, a brutal warlike unavoidable. " Geer Manuofu says the analyst of IDC so.

Although look in the analyst, the victory or defeat of this war sees reason till the ability after 3 years two, nevertheless, it is the HP that tries to enlarge IT service to raise profit margin agog at the same time, it is the new market of adventurous open up, Cisco that seeks new point of growth at the same time, encounter in same market when both when, its contend for " miserable intense " degree can imagine.