I just finished an extraordinary historical novel about the discovery of plesiosaurs along the English coast in the 1800s. What was so amazing was how just finding these skeletons in the sand changed everything about the way people viewed the world.
I was thinking about this as I thought about all the recent changes in the IT industry. We have companies buying up companies, sometimes so awkwardly that their whole mission changes.
And sometimes it's just to complement what is there. As with the recent IBM agreements with Netezza and BLADE. At the same time, IBM invests a huge amount in our own innovation. All you have to do is look at the amount of investment IBM has in Research and Development areas and how many real breakthroughs and patents are produced at IBM each year. I think that a healthy combination of both acquisition and research is needed for an organization to thrive.
On the other hand, HP completed the offer for and merger with 3PAR -- while in the same morning they are claiming a "breakthrough" because six of their internal data centers are now “Cisco Free.” I guess sometimes collaboration only goes so far and breakthroughs are not necessarily groundbreaking.
So let's get this straight. At this moment in time, Cisco still likes everyone. HP used to like Cisco and Oracle and now they don't. Oracle used to like IBM and HP and now they don't like them or anyone.
The implications of how the changing business of the IT world will impact systems performance is mind-boggling. About a decade ago I read the bestseller "Who Moved My Cheese?" The book came with a card that I look at almost every day. "Change Happens . . . Be Ready to Quickly Change Again and Again. They Keep Moving the Cheese."
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