March 7 2019: IBM Think! Plus earnings wrap-up for Lenovo and HPE

Steve McDowell and Matt Kimball, senior datacenter analysts at Moor Insights & Strategy, leave their impressions from IBM's recent Think event, where IBM demonstrated impressive infrastructure while delivering a message focused on enterprise class problems. IBM has long been a trendsetter and early promoter of new architectures such as cloud, capacity on-demand, and solution deliver. They haven't stopped. Lenovo announced earnings, where the company delivered double-digit growth in its enteprise business, with a surprising confession that it might have hit triple digits in North America. At the same time, Hewlett Packard Enterprise's earnings showed that (for HPE) the future is all about converged infrastructure, where its HCI business grew a whopping 70%. What's it all mean? Matt & Steve puzzle that out. There's also news of ARM Holdings delivering a new enterprise-class server and edge core. Does that mean that Linus is wrong, and ARM has a future in server? All that, plus the fellows inadvertantly learn that if you record outside on an unseasonably warm day in March, even with a directional microphone, that the birds will have their say.