Competition will intensify but IBM should be able to gain share as HP undergoes a Herculean integration task. -Tom Kraemer

 

Competition will intensify but IBM should be able to gain share as HP undergoes a Herculean integration task.


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This quote is just one of 8 total Tom Kraemer quotes in our collection. Tom Kraemer is known for saying 'Competition will intensify but IBM should be able to gain share as HP undergoes a Herculean integration task.' as well as some of the following quotes.

The key growth drivers are all in place.

Tom Kraemer
214

IBM has proven that the services/solution centric approach to the market can build shareholder value.

Tom Kraemer
182
We think this will be an incremental boost to the overall network attached storage market and is an incremental revenue opportunity for EMC, and therefore positive for EMC. We believe Network Appliance will face more competition from EMC, but we did not see any new major software that hugely disturbs what is occurring in this space. -Tom Kraemer
173

This move makes HP look much more like IBM and, in our opinion, makes strategic sense.

Tom Kraemer
172

Competition will intensify but IBM should be able to gain share as HP undergoes a Herculean integration task.

Tom Kraemer
167
Both HP and Compaq have been pursuing several common strategies: Becoming more services-centric, Wintel in the enterprise, storage as a technology growth engine, and moving to an overall solution sell. There will obviously be regulatory and enormous execution hurdles, but, with the addition of Compaq, HP should be better positioned to move forward on every one of these fronts. -Tom Kraemer
138

We think this may be perceived as a near-term negative, as some had been looking for the new servers to be announced.

Tom Kraemer
115