• IBM Goes All-In On Hybrid Cloud

  October 12, 2020 Timothy Prickett Morgan

  Well, that was a bit of a surprise, and probably something that only obliquely matters to IBM i shops at the moment, but Big Blue’s top brass has decided to carve out its managed infrastructure services business from Global Services and spin it out as a new, publicly traded company.

  This business, which is tentatively being called NewCo until a real name is provided, is expected to be cut loose in a tax free manner and distributed to IBM’s shareholders by the end of 2021, so we have some time to assess the ramifications, if any, for the IBM i …

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• New IBM CEO’s First Hundred Days: A Mixed Bag

  August 10, 2020 Alex Woodie

  How did Arvind Krishna do during the first 100 days of his new job as the CEO of IBM? Krishna took the helm during a remarkable stretch in early April, when COVID-19 was clamping down on businesses of all sizes, so he will be forgiven for not completing the wholesale transformation of the 109-year-old company into the hybrid cloud leader during that time. Just the same, some people expected more from him.

  The selection of Krishna by IBM’s board of directors is important because he was the architect of the $34 billion Red Hat acquisition, which was announced in October …

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• Sundry Systems Software And CoD Power Systems Announcements

  May 4, 2020 Timothy Prickett Morgan

  There is a steady drumbeat of new stuff that always comes out of IBM for the Power Systems hardware platform, and sometimes it is Big Blue banging on the big kettle drum and sometimes it is using the brushes on the little snare drum.

  Now that IBM owns Red Hat, we can expect for IBM to be making a certain amount of noise every time a piece of Red Hat technology becomes available on Power and demonstrates that both Red Hat and IBM – which have two distinct cultures as well as announcement streams – are committed to the idea …

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• Power9 Enters The Long Tail

  January 27, 2020 Timothy Prickett Morgan

  There is no way to sugar coat this, so I will just say it: It is going to be a long year for the Power Systems platform this year, and I will be so pleasantly surprised and happy to be wrong about that. But I don’t think I will be.

  The Power Systems platform, as we have explained in the past, had a great 2018, with revenues up 9.5 percent to just a tad over $2 billion as far as we can tell from our financial model, which we have painstakingly developed. Now, mind you, the Power Systems market exited …

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• IBM Takes A Hands Off Approach With Red Hat

  July 15, 2019 Timothy Prickett Morgan

  IBM has been around long enough in the IT racket that it doesn’t have any trouble maintaining distinct portfolios of products that have overlapping and often incompatible functions. The System/3, which debuted in 1969, is only five years younger than the System/360, which laid the foundation and set the pace for corporate computing when it launched in 1964. Both styles of machines continue to exist today as the IBM i on Power Systems platform and the System z.

  With the $34 billion acquisition of Red Hat, which closed last week, neither of those two legacy products are under threat and …

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