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Microsoft and HP Could Reshape the IT Landscape

Jan 24, 2011, 14:04 (1 Talkback[s])
(Other stories by Wayne Kernochan)

[ Thanks to Paul Shread for this link. ]

"Setting the Stage: Industry Platforms Simplify

"It appears that, over the last few years, users' choices between vendor architectures have become significantly less complex. The folding of Sun into Oracle (NASDAQ: ORCL), as well as smaller acquisitions of second-tier database vendors (Sybase) and middleware and enterprise application suppliers (from PeopleSoft to BEA), means that a few major vendors now clearly outstrip the rest in covering the entire software and hardware stack. It is, in fact, possible to say that there are three major choices for "black boxes for all needs," of which two are Oracle and IBM (NYSE: IBM).

"At the same time, the choice of platform becomes ever clearer. Two "movements" have survived and thrived in the chaos of Internet innovation: the Windows platform and the Linux one. Moreover, two scalability technologies have become dominant — "distributed"/scale-out and scale-up — both of which have added strong virtualization capabilities over the last decade, and are therefore well positioned for cloud computing and "cloudified," virtualized enterprise applications."

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