Tag: IBM
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Link: The Contradictions Of IBM’s Platform Strategy
“IBM is a systems company with a very large portion of its revenues and an even larger part of its profits coming from these two platforms, the System z mainframe and the Power Systems – now sometimes called the Cognitive Systems – line. The core systems business – meaning the servers, storage, and networking hardware…
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Link: Cutting ‘Old Heads’ at IBM
“ProPublica estimates that in the past five years alone, IBM has eliminated more than 20,000 American employees ages 40 and over, about 60 percent of its estimated total U.S. job cuts during those years.” Original source: Cutting ‘Old Heads’ at IBM
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Link: Finally, a more coherent IBM story?
‘IBM is pushing their cloud hard than ever before. Even though it is mostly IBM Cloud Private, this is the first time I heard a more consistent hybrid cloud story. They have moved away from OpenStack (completely) and CloudFoundry (for the most part) and building a good hybrid cloud story using Kubernetes. Both he product…
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Link: IBM’s cloud strategy revolves around multi-cloud support, grabbing new workloads
‘Among the moving parts from IBM: -The IBM Cloud Private platform will get cloud-migration tools with an “application transformation advisor” that scans applications and provides guidance on moving them to the cloud. Cloud Automation Manager will help deploy these applications on-premises or in a cloud of choice. -Kubernetes container support is expanded. IBM Cloud Private…
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Link: IBM Brings Kubernetes Service To Bare Metal
‘By extending its managed service to dedicated servers, IBM can deliver Kubernetes in a form that fits any organization’s cloud strategy, he said, such as building a cloud-native machine learning app, processing large workloads or migrating apps that ingest large amounts of data. “This gives developers greater control over where their workloads reside and enables…
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Link: API’s and Mainframes
“When looking at exploiting them from the web, if you let “imagineers” run away with what they “might” want, you’ll fail. You have to start with exposing the transaction and database as a set of core services based on the first application that will use them. Define your API structure to allow for growth and…
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Link: Red Hat on its way to becoming the first billion-dollar-a-quarter open-source company
‘I’ll tell you something that’s not fantasy. In the next few years, Red Hat will become the first billion-dollar-a-quarter open-source company, and that’s real money… Here’s how. First, as Jim Whitehurst, Red Hat CEO, said in the earnings call, “We anticipate exiting the fiscal year with an annualized run-rate of approximately $3 billion for total…
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Coté Memo #13 – LAS Twice, Circle of Code
I’ll be in Las Vegas two weeks in a row, which is a rarity. Las Vegas was a frequent destination when I was an analyst at RedMonk and 451: big vendors like IBM and Microsoft love to put on shows here. I suppose it’s cheap, easy to get to, and has rooms a-plenty. The perfect…
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Link: IBM’s Steve Mills retires
40 years at IBM, straight out of college. He built up the software group, then ended up managing hardware was well: the article says he was running $40bn of business for IBM. Also, he was an awesome interlocutor at analyst events: a fun character on the drama of the IT industry! Source: IBM’s Steve Mills…
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Link: IBM Focused on 3 Major Languages: Java, Node.js and Swift
“At IBM we believe there are really three key languages that are going to be needed for the future around cloud and mobile: Java, Node.js/JavaScript and Swift,” Phil Buckellew, vice president of enterprise mob Source: IBM Focused on 3 Major Languages: Java, Node.js and Swift
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Link: Forrester/IBM Report: ‘Great’ apps monetize five times better than good ones
Survey commissioned by IBM to find out what makes mobile apps great. Then, of course, it seeks to tie more success (revenue) to that greatness. n=”1,000 consumers in the U.S., Canada, U.K. and India.” Source: Forrester/IBM Report: ‘Great’ apps monetize five times better than good ones
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HP slaps dress code on R&D geeks: Bin that T-shirt and put on this tie • The Register
HP slaps dress code on R&D geeks: Bin that T-shirt and put on this tie • The Register
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How to be a hardware analyst…?
After reading an, as ever, great, deep coverage of some new fangled piece of hardware from TPM, I got to thinking: I don’t really know how hardware analysts approach their craft. What framing and context do they use to understand, evaluate, and judge any given chunk of hardware? I’ve never been much of a hardware…
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The Great Rewrite, IBM style: a “reordering”
[Big Data, cloud and social/mobile] are truly going to change the profile of this company. And, if you think about it, actually they’re going to change the profile of this industry. As I like to think of it, the industry is reordering. If you take cloud, data and engagement, those are shifts that taken in…
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One of the better pieces on what IBM has in store for itself, strategically
The truth is, IBM has little choice but to focus on cloud infrastructure and applications and big data. IBM does not sell an X86 operating system, as do Microsoft and Red Hat do, although it does have WebSphere middleware and DB2 databases that some enterprise customers want. Moreover, the current strategy of exiting the commodity…
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Cloud partnering and channel stuff, according to IBM
Kay said that on average, partners that have made the transition to the cloud early with IBM are seeing accelerated revenue growth of 2.5 times the average with the cloud In theory, the cloud abhors middleman. We’ll see. Cloud partnering and channel stuff, according to IBM
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More on the IBM x86 divestiture rationale
As usual, TPM is extensive, starting with: IBM is selling off the System x business, presumably because it is not profitable, but also because it is something it can sell while at the same time getting approximately 7,500 employees off its payrolls. Lenovo’s Peter Hortensius, who is president of the Think Business Group that sells…
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One of the more concise writeups a of IBM’s 2013 performance that you’ll see
Big Blue has seen revenue in its System and Technology Group drop throughout the year, with the division finishing out fiscal 2013 down 18.7 per cent from the previous 12 months. Software and middleware revenues and sales in the Global Business Services unit rose during the year, but Global Technology Services and Global Financing also…
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IBM building out it’s public cloud, doubling capacity this year
The company plans to open 15 new data centers this year, more than doubling the cloud capacity it acquired when it purchased SoftLayer last year for $2 billion. It plans to combine the new data centers, the existing SoftLayer data centers, and the data centers it already ran before the SoftLayer purchase into a single…
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