Saturday, June 10, 2017

Meet The New (And Improved?) Hybrid-Oriented Hewlett Packard Enterprise

Two months ago I penned an article about the outsized growth potential of the hybrid IT market, pegging Hewlett Packard Enterprise (NYSE: #HPE ) and International Business Machines (NYSE: #IBM ) as the most-overlooked beneficiaries of the burgeoning opportunity. IBM was and still is plagued by too many problems to make it a compelling investment. Namely, its legacy businesses are losing ground faster than their next-generation lines are gaining it, and it's still unclear to most companies other than IBM what Watson is supposed to be and do. Hewlett Packard Enterprise, on the other hand, had a real shot at not just doing well with hybrid infrastructure, but thriving in it. After a closer look at the presentations and comments made by CEO Meg Whitman and the company's other technology chiefs at this week's HPE Discover 2017 conference in Las Vegas, I'm even more convince HPE is going to emerge as the leader of this paradigm shift. Hybrid What? Truth be told, it's a phrase that's not been perfectly defined, possibly bydesign. Broadly speaking though, hybrid IT is a cloud computing platform partially managed offsite, and partially managed in-house. Where speed is more important than collecting a lot of data and crunching big numbers, a company might want to manage such apps on the servers in the same building. If an application is data-intensive or needs to be available all over the world, a widespread public-cloud deployment makes more sense. A hybrid solution gives a company the option of utilizing both at the same time, finding the best of both worlds. Whitman's got a realistic view of how may and may not be interested in an HPE-provided solution too. She explained at the conference: The notion of hybrid IT is very, very relevant for small-to-medium business. Often, they don't have technology talent or the IT department inside that a big company... How do they shrink time to value for mobile apps or whatever their newest thing is? And frankly, I think hybrid IT is highly relevant to them. While it tacitly suggests Hewlett Packard Enterprise knows it's not going to be a hybrid IT cornerstone for large organizations that can do for themselves what HPE could do for them, there's something compelling about a company that understands where it fits in.

https://seekingalpha.com/article/4080462-meet-new-improved-hybrid-oriented-hewlett-packard-enterprise

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