HP is performing the role of canary in a coal mine and pointing out that the world we have this decade will be very different from the world we will have in the second half of next decade, based on megatrends.
Cisco is moving aggressively to make sure it remains relevant and dominant in a future defined, not by the cloud exclusively, but by an increasing variety of focused domains that need to be connected, managed and secured.
The Oracle endorsement of AMD gives the firm a nice beachhead and should allow it to expand that, particularly as it appears that Intel is distracted by other efforts, into a far more viable challenge to Intel dominance.
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