Indeed, storage is viewed as a linchpin of HP's strategy. In a prepared statement accompanying last month's earnings report, CEO Carly Fiorina referred to the "a strong performance in the fastest growing segment of the storage market" as key to ESG's return to the black.
One thing that could give a boost to HP's grand plans is the potential consolidation of HP Services with ESG, a plan outlined in today's Wall Street Journal. But Blackmore, Fiorina, and other execs didn't comment on the rumors this morning, although the move is generally expected to be announced soon.
If it happens, the new division could increase already fierce competition among top SAN vendors, resulting in better deals for enterprise customers.
We'll keep you posted.
Mary Jander, Site Editor, Byte and Switch
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