[Info-vax] HPE buys Cray

[Kerry Main]

> -----Original Message-----
> From: Info-vax <info-vax-bounces at rbnsn.com> On Behalf Of Arne Vajhøj
> via Info-vax
> Sent: May 18, 2019 11:49 AM
> To: info-vax at rbnsn.com
> Cc: Arne Vajhøj <arne at vajhoej.dk>
> Subject: Re: [Info-vax] HPE buys Cray
> 
> On 5/18/2019 8:02 AM, Kerry Main wrote:
> >> From: Info-vax <info-vax-bounces at rbnsn.com> On Behalf Of Arne Vajhøj
> >> via Info-vax
> >> Sent: May 17, 2019 7:23 PM
> >> On 5/17/2019 2:34 PM, Jan-Erik Söderholm wrote:
> >>> Not really OpenVMS related, but I just saw that HPE will buy Cray...
> >>>
> >>> https://www.theinquirer.net/inquirer/news/3076006/hpe-buys-cray
> >>> https://www.cnet.com/news/hpe-to-acquire-supercomputer-maker-
> cray-fo
> >>> r-
> >>> 1-3b/
> >>> https://www.zdnet.com/article/hpe-buys-supercomputer-company-
> cray-fo
> >>> r-
> >>> 1-3-billion/
> >>
> >> I wonder - is this an indication that HPE is not looking top be acquired?
> >>
> >> Maybe they realized that there are not many potential buyers, so now
> >> they want to stay independent.
> >
> > Getting Cray for only $1.3B looks like fire sale, so perhaps Cray was
> > hurting financially?
> 
> Likely.
> 
> Super-computers has become mostly commodity parts. I doubt that there is
> as much profit as there once was.
> 
> In fact a quick check shows a 134 M$ loss in 2017.
> 
> > Also, remember that HPE bought SGI a year or two ago, so HPE appears
> > to be adopting a renewed focus on the super computer and high end data
> > analysis and AI market.
> >
> > HPE-Cray:
> > <https://www.zdnet.com/article/hpe-buys-supercomputer-company-
> cray-for
> > -1-3-b
> > illion/>
> >
> > HPE-SGI:
> > <https://www.hpe.com/us/en/newsroom/press-
> release/2017/03/hewlett-pack
> > ard-en terprise-completes-acquisition-of-sgi.html>
> 
> Yes. It seems like HPE is starting to look for markets to be in for the future.
> 
> Arne

Re: new offerings to differentiate..

Interesting product offering at HPE - using AI and "machine learning" methods to proactively manage Systems/Applications i.e. identify issues before they impact the business. (not really new, but positioning and timing is makes a big difference)

<https://www.hpe.com/ca/en/storage/infosight.html>
(see marketing video and brochure)

I do know one large site I was at was looking at adapting Splunk to do big data style analysis of all the infrastructure (servers, storage, network) / application / appliance log files in their IT environment.


Regards,

Kerry Main
Kerry dot main at starkgaming dot com