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HPE buys supercomputing provider Cray for $1.3bn
hpe.com/us/en/newsroom…
Descarteslabs builds #136 fastest super computer on AWS for $5k medium.com/descarteslabs-…
... this is up there with IBM buys RedHat.
hpe.com/us/en/newsroom…
Descarteslabs builds #136 fastest super computer on AWS for $5k medium.com/descarteslabs-…
... this is up there with IBM buys RedHat.
X : Do you think it's a bad acquistion?
Me : Oh, people forget just how long the long tail is, how much inertia can drag things out 20-30 years. It's not a future position play but it can be a sensible revenue replacement play. Don't forget ... synergise the bejezzus out of it.
Me : Oh, people forget just how long the long tail is, how much inertia can drag things out 20-30 years. It's not a future position play but it can be a sensible revenue replacement play. Don't forget ... synergise the bejezzus out of it.
X : Synergise?
Me : Squeeze that revenue, cut those costs and return that capital. You can buy a lot of time (dividends and buybacks) to keep the street happy with that game.
Me : Squeeze that revenue, cut those costs and return that capital. You can buy a lot of time (dividends and buybacks) to keep the street happy with that game.
