Is that not odd?
Cisco is profiting from the immediate demand for telecommuting, while HPE is suffering from it.
Does HPE still participate in the network space? Are there still hundreds of network products crammed into a confusing web site that includes Huawei products?
Does HPE still believe wireless is where the action is and core networking is not important?
Does HPE still have a fragmented, confusing cloud strategy and solution?
If so, I could turn this company around. I could bring prosperity into HPE. I am certain that I am not going to, but the point is that the issues are obvious and have been long standing. Why does HPE management not act?
4 replies (most recent on top)
www.arubanetworks.com (an HPE company) is competing directly against Cisco in many accounts. It is a bright spot for HPE.
"Cisco revenue was down 8% year over year. Cisco has 65% product margins and lots of cash. HPE has $5B of short term bonds to roll over with limited liquidity. HPE will be fine but It’s not Cisco.
15 hours ago by Anonymous
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Post ID: @1rdp+15poFXlR"
The discussion I opened is regarding what has happened during the Pandemic timeframe. Cisco's YoY performance is not reflective of this. Cisco has benefited from the Pandemic during the Covid 19 timeframe. I can post a link if necessary, but you can easily find this in reported financial news on most financial web sites.
I do hope you are correct about the company being fine. I am doubtful, because I know in the technology verticals I mentioned, this company has made some very bad decisions.
Personally, I have dropped my HPE and HPQ stock holdings. I may buy back in if you are correct and I see recovery. I am not exceedingly hopeful. As well, I have many friends employed at HP and HPE as well as some spun-off companies. I do hope they can survive this. But, as I peruse the public facing web, I see high level marketing collateral that suggest that a prospect contact sales/marketing and allow the sales and marketing teams convince the prospective customer to partner. The competition does this as well. But, what the competition offers on the web that I cannot easily find is more overt evidence that those companies have real products to support the solutions.
For example, Cisco offers evidence they can build a cloud. I will not say they can or they cannot. But, in evidence of this, from just the network perspective, I can see Nexus switches that offer cloud and data center high density and scalable products that provide the flexibility required for different environments. Middle tier and edges switches are also easily identified. I see photos showing physical sizing that convinces me I could purchase very large or very small systems.
The HPE site emphasized the components are cloud ready and edge is supported. Attempting to identify other aspects of the solution is difficult. It could be that I did not spend adequate time on this, but customers are busy people too. You cannot make this too difficult.
What does all this have to do with layoffs? The prospect must see initially that HPE can provide solutions that help organizations improve business. This should be very overt. The web should not imply that you need to call sales/marketing to allow HPE to convince you to but products and services. I am somewhat frustrated that the web has been mysterious for many years. Layoffs can be avoided by generating profitable revenue. JMHO.
Cisco revenue was down 8% year over year. Cisco has 65% product margins and lots of cash. HPE has $5B of short term bonds to roll over with limited liquidity. HPE will be fine but It’s not Cisco.
Any news?