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May 13 2008   2:13PM GMT

HP nears EDS acquisition deal



Posted by: Tom Nolle
HP, IT, IBM, Cisco

HP is nearing an agreement to acquire EDS, which would make it the second-largest integrator in the world after IBM and a truly formidable challenger to IBM for perhaps the first time. The deal comes as the role of IT is shifting in the market in general, due to the emergence of the SOA-driven IT cycle, and also to a shifting relationship between IT and networking. While the deal highlights competition in the IT space, it also has implications for Cisco, whose software/service initiative is the company’s primary growth strategy. EDS has also had relationships with network vendors and a not-too-successful strategy to integrate networks and services it launched with Level 3.

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Apr 29 2008   6:02PM GMT

IBM cloud computing focused on networking control?



Posted by: Tom Nolle
cloud computing, IBM, Cisco

Cloud computing may be heading for a major role in the marketing plans of major vendors like Sun, HP, IBM, and Microsoft. Since the Internet is really an information network, it is really as much or more about storage and software as about network routers and other bit-moving gear, and IBM’s recent announcement of cloud computing support shows that the big IT players want to formalize their participation in and control of the server side. We believe that cloud computing activity will also push out into enterprise computing, and that it is a major part of IBM’s strategy to wrestle control of networking away from Cisco and its competitors.

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