[Info-vax] HP Securities Analyst Meeting 2012

[John Wallace]

On Oct 7, 7:11 am, David Froble <da... at tsoft-inc.com> wrote:
> JF Mezei wrote:
> > BTW, When HP openly states that it expects BCS to continue to shrink,
> > and places all its enterprise focus on other stuff, doesn't that become
> > a self fulfilling prophecy because that message will cause people to
> > stop buying BCS products ?
>
> Well, not necessarily ...
>
> I believe what I read was that they expected the BCS "MARKET" to shrink.
>
> I'd consider the BCS market to be all the large servers, HP and otherwise.
>
> Does that mean that the total market will continue to grow, thus making
> the BCS market a smaller part of the total market, even if the BCS
> market stays the same size, or even grows a bit?
>
> If everyone in the BCS market loses business, then perhaps HP might be
> correct.  But what if the entire server market doesn't tank, just HP's
> share?  Now, that could be your "self fulfilling prophecy".
>
> Now, I'm just a dumb polock who knows nothing.  Even so, I'm willing to
> say that the server market isn't growing like tablets and smart phones,
> but I don't see servers going out of style.

Servers may not be going out of style, but for the moment there isn't
much sign of growth or change. ARM-based developments may or may not
change that in the next few years. Meanwhile IA64-based developments
are on the whole irrelevant. Most folk buying VMS today are buying VMS
because it's VMS, not because it's IA64.