Comments on: HP, Dell and the paradox of the disrupted

By: Jonathan Chizick

Jonathan Chizick — Thu, 20 Sep 2012 06:01:15 +0000

I think the graph may actually distract from your key message, which is valid. You’ve hit the nail on the head as to why Apple has been winning recently – “every effort is focused on the central goal of delivering complete product solutions and richer, more satisfying customer outcome”.

More thoughts: http://jonathanchizick.tumblr.com/post/31910537884/hp-dell-and-the-paradox-of-the-disrupted

By: Jonathan Chizick

Jonathan Chizick — Thu, 20 Sep 2012 05:58:02 +0000

I think the graph may actually distract from your core message, which is valid. My thoughts:
http://jonathanchizick.tumblr.com/post/31910537884/hp-dell-and-the-paradox-of-the-disrupted

By: J.J. Del Mar

J.J. Del Mar — Mon, 10 Sep 2012 17:28:21 +0000

YEp!!!

By: Michael Elling

Michael Elling — Wed, 05 Sep 2012 14:03:39 +0000

I partially agree. History has shown there is a tradeoff between transport and switching and where processing occurs. Some processing naturally lends itself to occurring at the edge (sensory feedback and translation). Other processing may initially make sense at the core but then gets distributed more to the edge. Add to that the evolving revenue model and who pays for the “session” and the model is far from static. I refer to it as “centralized hierarchical networking” where all layers are in a constant state of expansion to the edge and collapse to the core. So the boundary points in each layer are constantly shifting; as is the relative value and importance of any given layer. An example of this is the evolution of the session border controller in the IP world.

By: netgarden

netgarden — Tue, 04 Sep 2012 23:52:16 +0000

@Michael, great point. When true broadband hits, then (in theory), Sun’s vaunted mantra, ‘The Network is the Computer’ starts to become plausible, bringing with it wholesale categories of peer-to-peer or cell-based computing models.

By: Michael Elling

Michael Elling — Tue, 04 Sep 2012 22:00:26 +0000

In 1996 I wrote “To break the Wintel monopoly break the Bell monopoly”. Well I was only partially right and it took much longer than I thought. The competitive digitization WAN, data and wireless waves unleashed in the 1980s and 1990s did in fact carry over with a “broadband” revolution. Unfortunately broadband pricing disconnected from moore’s and metcalfe’s laws about 10 years ago due to inefficient and counterproductive (de)regulation. It is now 20-150x more expensive than it has to be. When the 4th and final wave of last-mile broadband IP digitization hits, it will be interesting to see how the chart looks in 10 years.

By: netgarden

netgarden — Tue, 04 Sep 2012 06:04:40 +0000

@renur, great points. an excellent book on the theme that you are talking about is ‘Waves of Power’ by David Moschella.

By: Danox

Danox — Tue, 04 Sep 2012 05:43:54 +0000

If you want to change with the times you have to write your own operating system, if you want to be in the game, HP could have but ran away from Web OS, Microsoft no matter how late they come to the party is always in the game because they have a operating system, hindsight being 20/20 all of those computing companies in the 70′s and 80′s who had hardware and operating systems could have made it into the 21st century if they had vision and the will, IBM, Sun, SGI, Digital, Dec, Commodore (Amiga), and Palm all these companies had hardware and a OS, but had no faith, vision or will to do anything different from the larger PC market, each of these companies in their prime made more money margin wise than any of the PC box makers, Apple (with Steve Jobs) however was the only company that actively wanted to change the rules of the game or at least sidestep them, hardware along with a OS always makes change ultimately possible.

By: renur

renur — Tue, 04 Sep 2012 04:58:31 +0000

Its all about cycles.
The Minicomputer->Workstation->BigSMP->1U->Multi-core->???????
Every decade there is a transition. DEC missed the first one. SUNW missed the BigSMP->1U (Webscale). Now its all about Cloud. HP can survive as it can get into solutions and services. Dell like SUNW is a gadget/device company and its out-of-luck. The more interesting question – what should Dell do now since the desktop/laptop has gone Asia/Apple. The server is going public cloud and integrated solution (Oracle type). What do you do?

In my mind it has to figure out the ‘????’ above or become roadkill

P.S (I left PC out this – as its a purely infrastructure transition flow above)

By: asquaredus02

asquaredus02 — Tue, 04 Sep 2012 01:27:33 +0000

Good article but a lot of comments that poke holes in it. Everyone has an opinion, not sure if we agree with anything except the big companies always have a hard time getting out of their own way…Apple being an exception that benefitted from great design, timing and figuring out how to monetize content while everyone was stealing it from those who would not change their model. We will see how successful Apple stays as they try to win the battle of closed architecture and gauging consumers on all the Apple-related accessories that is bound to come – just t like the continuous rounds of upgrade cycles in Wintel architecture during the last 20 years…