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"People say to me, 'If you are really going to focus in on hardware', and we are, among many other things, 'aren't you worried that this will be a commodities business?'" Whitman said. "Someone said to me 'zero-calorie business' the other day. And my view to that is, absolutely not."
Whitman said the demand for compute resources is absolutely not going down, but instead is rising for everyone from individuals to enterprises. "We need to come out with the most innovative, the most beautifully engineered products that can help you deliver that to your customer," she said. "And we ought to be able to stay ahead of that innovation cycle."
She cited as examples HP's new Generation 8 ProLiant servers, the introduction of which is ramping up faster than did the Generation 8 ProLiant servers, as well as HP's Project Moonshot low-power-consumption servers, which were initially launched using the ARM processor but which next year will be available with x86 processors. She also cited HP's 3PAR storage acquisition, noting that its business grew 80 percent over last year.
"And one thing John doesn't always talk about is, we are the No. 1 networking company in China," she said. "We have a 41 percent market share in China, one of the fastest-growing markets in the world. ... If we're good, and we have the best engineers in my view in the world, we should stay ahead of this curve. And I'm not worried about commoditization at all."