Krista Macomber

Nimble Storage represents the most recent fuel for HPE’s acquisition-accelerated portfolio evolution and presents challenges for Lenovo as well as Cisco which were Nimble Storage partners, reports Krista Macomber of Technology Business research. Plus: Watch a video of Nimble Storage’s strategy at https://www.youtube.com/watch?v=1D_9tV7Am0k HAMPTON, N.H. – Nimble Storage joins a slew of recent acquisitions to quicken HPE’s adaptation to hybrid IT requirements. Hewlett Packard Enterprise’s planned acquisition of flash-based data storage and management vendor Nimble Storage announced last week reflects the quickening data center industry transition from traditional, stand-alone spinning disk-based storage arrays, in favor of converged architectures and...

Editor’s note: HPE’s $275 million purchase of Silicon Graphics International is part of its drive to disrupt the high-performance computing market, says Technology Business Research analyst Krista Macomber. HAMPTON, N.H. – Acquiring SGI will improve HPE’s ability to maximize share in the strategic, quickly evolving analytics and HPC markets. Customer organizations are increasingly turning to real-time data analytics for newfound business advantages, such as more agile responsiveness to nuances in market demand. As a result, data analytics is quickly extending outside traditional, IT-centric use cases such as processing scientific research queries, extending the relevance of high-performance computing (HPC) across...

​Editor’s note: The long-term viability for NetApp will be determined by disciplined execution on transformation-focused and competitive displacement opportunities in 2016, concludes Technology Business Research Analyst Krista Macomber after a review of NetApp’s latest earnings. NetApp has a major presence in Research Triangle Park, N.C. HAMPTON, N.H. – NetApp continues along a challenging road, balancing the need to invest significant R&D and SG&A dollars in portfolio and go-to-market monetization with ongoing revenue challenges resulting from declining demand for legacy storage technologies. Additionally, NetApp is working through ongoing recovery from missteps in strategic markets, including a delay to offering all-flash...

Editor’s note: HP Enterprise is selling its business services division to Computer Sciences Corp. in a deal worth $8.5 billion. HPE is one of two companies formed when HP split. The other division focuses on Pcs and printers. What’s this latest deal mean to CEO Meg Whitman’s HPE? Analyst Krista Macomber of Technology Business Research takes a look. HAMPTON, N.H. – HPE announces plans to divest its Enterprise Services arm to improve beyond its 1Q16 revenue and profit growth. HPE posted its first quarterly year-to-year revenue growth in more than one year in 1Q16, facilitated by its focus on executing...

Editor’s note: In previewing NetApp’s latest earnings report on May 25, Technology Business Research Analyst Krista Macomber says the tech storage firm will endure declines as it invests to secure market relevance. HAMPTON, N.H. – Market consolidation requires portfolio modernization for pure-play viability at NetApp. Customers’ accelerated shift to next-generation IT platforms such as converged systems and software-defined IT is rapidly disrupting the storage market. NetApp retains a focus on its data fabric roots as the storage market continues to consolidate. The company is moving through 2016 armed with a more aggressive restructuring plan designed to streamline its legacy...

Editor’s note: EMC, which has a major presence in the Triangle, is seeking to accelerate strategic solutions monetization as Dell’s proposed acquisition nears, writes Technology Business Research analyst Krista Macomber. HAMPTON, N.H. – For EMC, 2016 marks a significant inflection point in its transformation to better accommodate customers’ IT modernization initiatives. As customers demand increased integration, performance and simplicity in their IT infrastructure to drive business agility and cost savings, EMC is evolving its portfolio and go-to-market strategies across its federated businesses — EMC Information Infrastructure (EMC II), VMware and Pivotal — in kind. This approach helps EMC build...

Editor’s note: Intel is turning from one legacy – a performance relying on chips for PCs – to a new one focusing on “cloud,” mobile devices, 3D and other opportunities. As PC sales tumble, Intel is rebooting, and look for the tech giant to stabilize by mid-2017, says Technology Business Research analyst Krista Macomber. HAMPTON, N.H. – In an IT industry characterized by vendor restructuring to adapt to massive disruption, Intel (Nasdaq: INTC) is making moves to reduce its reliance on legacy businesses and sharpen its execution on pockets of burgeoning demand. As PC device lifecycles extend and overall...

Editor’s note: Analysis: The first quarterly earnings release filed by Hewlett Packard Enterprise (HPE) underscores the opportunities and challenges inherent in a market undergoing significant technological and competitive disruption, concludes Technology Business Research analyst Krista Macomber.​ HAMPTON, N.H. – The tipping point from legacy to next-generation solutions weighs on HPE’s near-term financials The first quarterly earnings release filed by Hewlett Packard Enterprise (HPE) underscores the opportunities and challenges inherent in a market undergoing significant technological and competitive disruption. Akin to peers including Cisco, Dell and Lenovo, HPE faces continually increasing attrition to public cloud resources and software-mediated functionality. HPE...