Couldn't happen to a nicer crowd. (Sarcasm intended!) :-)
Rick --------------------------------------------------------------------------------- Timothy Sipples 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: timothy.sipp...@us.ibm.com ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
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