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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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Feb 13 2008   8:48PM GMT

Telecoms focus in on business model transformation



Posted by: Tom Nolle
network equipment, IT, Telecom

An IBM study of telecommunications predicts that operators will be less focused on simple revenue growth or cost reduction and more on business model transformation in the coming five years. This harmonizes with our own survey, if one considers that “business model transformation” means redirecting business focus on different activities. One import of the shift that IBM focuses on is that this almost certainly involves more IT focus than pure network equipment focus, which we believe strongly to be true. This is likely another datapoint validating Cisco’s software shift, and it shows other vendors the direction to take. It also raises the question of whether IBM might either acquire or partner more strongly with a network vendor for service provider networking.

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