Thread regarding Hewlett Packard Enterprise (HPE) layoffs

Ladies and Germs!

Please place your bets! HOW LONG will it take for HPE to buy, and then utterly ruin, Super Micro, so as to eliminate (part of the ) HPE competition?

FYI, from the cited link, "HPE takes formal step one of two to become a more-focused enterprise-hardware player, which weakens HPE’s hand versus Super Micro, in our view. On April 1, HPE officially spun off and merged its Enterprise Services business (the fiscal 2016 revenue of $18.9 billion and operating profit of $1.46 billion, versus total revenue of $50.1 billion and operating profit of $5.65 billion before corporate overhead allocations) with CSC into a new entity called DXC Technology (DXC). HPE will be spinning off its Software business (fiscal 2016 revenue of $3.2 billion and operating profit of $750 million before corporate overhead expense allocations), leaving HPE largely as a server, storage, and networking hardware company. Agreements are in place with DXC to support current joint customers and grow the business as well as HPE Chief Executive Meg Whitman has a seat on the board of DXC, which should keep those customers as HPE customers, at least through the term of the agreement with DXC. However, we expect DXC to seek best-in-class hardware partners for new customer engagements. We do view Nimble and 3PAR as strong storage products that we expect will do well, but we do not view HPE’s server lineup as highly differentiated or best-in-class, which we note will represent about 70% of HPE revenue (including associated technology services) and likely operating profits too. Relative to Super Micro, we believe spinning off the services and software divisions weakens the company’s hand, especially on a longer-term basis."