Hewlett-Packard was informed this morning by 27 billion acquisition of 3Com, and Hewlett-Packard reported that compete with Cisco, I have different views, I think that HP’s acquisition of 3Com is still not Cisco’s opponent, for four reasons:
1, from the scale, even if HP’s acquisition of an annual turnover of 1.29 billion U.S. dollars of the 3Com Corporation, network products revenue is still less than 40 billion U.S. dollars, while the Cisco 2008 turnover of 39.5 billion U.S. dollars, profits of 8 billion U.S. dollars, the size of HP’s networking division 10 times, from an order of magnitude scale is not to compete;
2, from the product line, even though Cisco’s product line in the telecommunications, telecommunications industry is extremely strong, it seems that in the switch, network management and other mid-range products have to compete with 3Com’s posture, but at the high end HP, Cisco Systems Canada 3C0m out of reach products in the consumer low-end Cisco acquired three years ago, Links, extended to the consumer market, this year launched high-definition video camera, Hewlett-Packard 3Com networking products to the consumer market right now is a blank, one high and one low pincer attack Cisco’s two-way Hewlett-Packard;
3, from the Chinese market, the Cisco into China since 1994 has been accompanied by China’s Internet market ups and downs, ups and downs, did not fall, despite the HP brand, reputation and good, but HP’s networking products as early as 13 years ago, in China has disappeared into hiding, only started in May this year, re-development of the network agent, a bit middle of the night to think of songs to sing. After the acquisition of 3Com Hewlett-Packard, 3Com channel to HP’s networking products in China is absolutely beneficial to repeat, but also because the world’s total market size, product line also mentioned the following brands, not Cisco Systems in the Chinese market, the channel has the absolute position of change;
4, Cisco Systems, Inc. is a network brand, Hewlett-Packard printers in the past is the brand, it is PC brand, Cisco how much more difficult to push server products, HP will have little difficulty in pushing network products.
From the above conclusion is that HP’s network of four products in the world, in China are not rivals Cisco’s arguments certainly do people still insist that a Cisco rival Hewlett-Packard, it is just perception, non-rational, tolerant 1:00 said: It is a small small, local competition. However, three additional conclusions can be drawn:
1, Hewlett-Packard into a full-line cases of hardware products as its core consulting services provider,
2, IBM has become a full range of middleware products to its core consulting services provider,
3, there is no guarantee Cisco will not develop into a full range of products as the core network of advisory services for the provider.
3Com, Cisco, HP
