Mike Strohl, CEO of Concord, Calif.-based Entisys Solutions, an HP Platinum partner and one of the top virtualization solution providers in the country, said he sees HP returning to its engineering innovation roots in a market that desperately needs new server economics.
"I'm in Silicon Valley where a lot of these Internet companies were born and grew up, resorting to manufacturing their own servers," he said. "That just doesn't make sense. Why would these multi-billion dollar companies want to be in the business of manufacturing servers? HP can eliminate the need for that and let them focus on their core business by accelerating innovation in this market."
Strohl said HP is shattering the prevailing myth that hyperscale servers are nothing more than commodity compute. "HP is giving organizations a strategic advantage with a new class of servers that are better designed for what is happening in our industry and in the customer community as a whole," he said.
Strohl predicted that the deal will drive many customers into the HP fold as they see the computer giant driving big advances in server economics. "This shows customers looking three to five years out that HP is ahead of the technology curve," he said.
Romi Randhawa, who heads up the U.S. business of Cancom Group, a $1 billion technology integrator based in Germany, said the deal gives HP an "edge" in the intensely competitive hyperscale server market.
"They will be faster to market and positioned better from a pricing model perspective," said Randhawa. "This will also put pressure on white box manufacturers who don't have the service and support that HP has globally. My only hope is that HP can leverage their key partners like us who know this market well and can augment HP."