• ARCAD Discover: Global Application Analysis With An AI Interface

  February 10, 2025 Michel Mouchon

  Here is a simple test to reckon the value of the applications that run your company. Walk down to the datacenter, or over to the datacloset, or SSH out to the cloud, and turn the physical or logical machine running those applications off. What happens next?

  Aside from a lot of animated conversations and possibly some cursing, not much until you turn the machine back on and the system, databases, and applications reboot. You already knew this, but now everyone else has discovered, rather suddenly, how the very existence of the business and the livelihoods of the employees is dependent …

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• IBM Power On Track To Get Above $2 Billion A Year

  February 3, 2025 Timothy Prickett Morgan

  IBM’s stock price is kissing $260 a share, and this is a level that, adjusted for stock splits, the company has not seen since before it ran up on the rocks in the early 1990s as its mainframe business and AS/400 business all shrank at the same time that RISC/Unix systems and X86 gear in the datacenter took off. What’s going on?

  Well, here is the deal: IBM has customers using its Power and z servers for mission-critical back office systems, and a lot of the customers using its IBM i, AIX, Linux, and z/OS platforms are going to be …

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• Talking Power Systems And IBM i With Bargav Balakrishnan

  January 20, 2025 Timothy Prickett Morgan

  In last week’s issue of The Four Hundred, we told you about how the Power Systems division had a new vice president of product management – to be specific, Bargav Balakrishnan, who has spent decades in various technical and management roles within Big Blue. Balakrishnan takes over from Steve Sibley, who has been steering Power Systems hardware development since July 2007 and who was the longest serving executive in that role since the launch of the AS/400 back in 1988.

  This week, we had a chat with Balakrishnan about the Power Systems business and the IBM i platform, and …

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• 2025 IBM i Predictions, Part Two

  January 20, 2025 Alex Woodie

  With new wall calendars and a new (old) guy in the White House, change is in the air as we start off 2025. That much was obvious from the first installment of IBM i predictions, which ran last week. This second batch of predictions may be even bolder than the first.

  We’re in the midst of a shakeup in the tech job market, thanks to several years of elevated inflation, emergence of cloud computing, and new technologies like AI. How does that impact the IBM i job market? For insight, we turn to Bob Langieri, the owner of Excel Technical …

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• Power Systems Has A New Vice President Of Product Management

  January 13, 2025 Timothy Prickett Morgan

  Throughout the history of IBM systems, there are executives who steer the development of hardware and those that steer the development of microcode, operating systems, and other software. Still others at Big Blue manage the processor roadmaps as well as the evolution of the systems that make use of them, including all of the peripherals that go into turning central processing units into systems.

  We have always liked these software and hardware people, as well as the multitudes who work with them and for them. They have given us valuable time and insight over the many decades that The Four …

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• IBM Announcement Roundup: A Little Bit Of Everything

  January 13, 2025 Timothy Prickett Morgan

  Welcome to 2025, everybody. Nothing too big has happened on the IBM i front as far as we know, excepting the appointment of a new vice president for product management for the Power Systems line, which we report on elsewhere in this issue. But a lot of little thing have happened in recent weeks that bear pointing out, including a whole lot of patching that you can get caught up on in the IBM i PTF Guide also elsewhere in this issue.

  Let’s go through the IBM announcements relative to the Power Systems and IBM i customer base that we …

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• IBM Boosts Prices Even Further Outside The United States

  December 9, 2024 Timothy Prickett Morgan

  Back on November 4, we told you about a price increase that IBM instituted across its Power Systems, storage hardware and storage software, and Software Maintenance services. These price increases were supposedly announced on September 3, but IBM’s system did not notify us of them until October 29, and we told you about it in the subsequent edition of this newsletter. The delay didn’t matter much because the price changes are not effective until January 1, 2025.

  And now, the rest of the world is going to get an extra taste of inflation, as you will see in announcement letter …

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• Dell And Big Blue Call It Quits On Storage Driver Support For IBM i

  December 9, 2024 Timothy Prickett Morgan

  It looks like IBM and sometime rival Dell Technologies are having a tiff over the licensing of technology that allows disk arrays descended from the venerable Symmetrix arrays created by EMC more than three decades ago to link to descendants of the AS/400 platform and OS/400 operating systems created three and a half decades ago.

  The fallout from what we presume is that a technology licensing fee agreement between Dell and IBM is similar, we think, to the one between IBM and the company that owns Information Builders. In October 2023, out of the blue, IBM announced that it was …

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• 2024: An IBM i Year In Review

  December 4, 2024 Alex Woodie

  It’s hard to believe that yet another year is coming to a close. As 2024 rolls to its merciful end, it’s time for us to take stock of the major events and announcements that impacted the IBM i community.

  January

  News broke in late January that revenue in IBM’s Power Systems business grew for the second year in a row in 2023. TPM’s model showed $1.53 billion in external Power Systems sales for the year, which was a hair above the 2022 figure, which was a hair above the 2021 figure. It’s not 2010-era numbers, when the figure was north …

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• Power Systems Distributor Ingram Micro Goes Public (Again)

  November 11, 2024 Timothy Prickett Morgan

  We admit it. It has been a long, long time since we paid much attention to the master distributors that IBM and other IT equipment makers use as a channel between themselves and their systems customers. We used to follow Arrow Electronics and Avnet like a hawk. But we got sidetracked and stopped thinking about them, in part because the late and great Dan Burger used to be our go-to guy for keeping in touch with the Power Systems channel distributors.

  The recent initial public offering of Ingram Micro, which is really the second time the company has gone public …

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