As HP begins to habitus their cloud-based outsourcing service, the feeler is raised, "Is the attached course to get Alcatel-Lucent?" Rob Enderle takes a see at that subject and forms his hypothesis.

HP is one of many firms aggressively doing acquisitions. Its latest, EDS, takes it one colossal method closer to lifetime able to figure a cloud-based IT outsourcing business, imaginable catching most of its competitors by suprise and effectively cornering this market.

Another high-profile HP act is Halo, which blameless got an award for environmental responsibility. Apt the American Airlines report indicating a massive lowering in driving capacity, telepresence systems allying Halation gain never been extra timely. Nevertheless Nimbus is a telecommunications product, and HP is not a telecommunications company.

In telecommunications, Cisco, which has a a nicely-branded competitive offering, is more fitting positioned. So, provided HP is funereal approximately Halo, and it is, will it purchase Alcatel-Lucent (or another telecommunications company) and formally enter this market?

Maybe, on the other hand it credible depends on what plan the PBX bazaar will moxie and if HP is capable of driving the mart in a colorful direction.

VoIP Killed the PBX

The traditional PBX is dead, having been killed off by VoIP. Products much exist in the market, however commensurate any dinosaur when fatally wounded it takes a while for the beast to die out. And PBXs carry a supply growth measured, approximating mainframes, in decades.

VoIP is feasible and Cisco has been riding this horse successfully; arguably, it is currently the most financially fortunate association providing a PBX-like solution. This method we are practicable at the front neb even of what will be a massive change-out across the production of aging telecommunications offerings. It would be essential to modify a exorbitant quantity of convention time voice-only solutions with telepresence products to addition both eloquent worth and collaboration advantages and to beget decided the two systems can job together.

This suggests Cisco would way out this case with a massive installed mannequin assistance that would be exacting to counter by any corporation that could not accommodate a similarly integrated and bundled solution. I should very mention that this should afford more fuel to what is already a facund network technology upgrade wave.

Alternative Path: Cell Phones?

A substantial symbol of companies currently pament for two redundant ring services for their employees: the desk call and the cell phone. Eliminating one or the other, or at least integrating the two, to chop redundant connexion charges would seem to favor a important advantage. HP does enjoy a cell bell business and a robust locate of telephone governance tools, on the contrary it doesn't extend to phone routing. There is no evidence of continuance able to assemble a virtual PBX yet, but that might be an curious alternative pathway and one that would hold cogent value advantages. Cell phones are vastly and convenient and can be all the more augmented efficient as communications tools.

Add in technologies conforming WiMax - which coupled with VoIP could contrive an breaks to vastly divide related charges - and there is the latent for an innovative, disruptive thought that steps absent where in fashion PBX companies and Cisco are positioned.

The Thin Client Angle

Now let's rethink this a bit. Whether we gander at the ultimate of the smartphone and image that it will never accept the processing gift to in truth incorporate client-side computing, we might propose another system still, that of a thin client. If we remote the processing, we can add desktop-class performance on a slogan that potentially fits in a cell phone performance envelope. It could complete both tasks connected to a back-end allot of services that would emulate a PBX for inbound calls and outbound telephone routing.

If we peep to HP's cloud strategy, this idea could, with the exception of the telecommunications technology it would hog to acquire, link well-adjusted a figure of strategic HP resources, from wireless thin clients and smartphones to servers and Personal computer blades. This would compose the possible for a super cloud-based communications utility (which could combine e-mail). Once created, it should contribute massive economic benefits and administer HP a technology lead, assuming it can entire it, that would be dense for yet Cisco or IBM to match.

Will HP Pay for Alcatel-Lucent?

Possibly, if HP were Oracle, but HP is even another cautious in its strategy, and this would be a extensive acquisition. But HP is already buying into the telecommunications with Halo, and convergence between telecommunications and computing remains inevitable. I think, however, still allied it was with the gaming Computer segment, someone else will longing to cause this stir anterior before HP is prompted to ensue the corresponding path. There is simply extremely yet risk in activity the inceptive mover, and the AT&T/NCR and IBM/ROLM lessons are all the more besides recent.

But I fancy this is an nature valuation watching because, at some point, one of the higher players will once again ploy to combine telecommunications and computing. With gauze prices skyrocketing , telepresence could be the trigger to forming this happen.

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