• 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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• Gartner Raises IT Spending Forecast For 2024 Again

  November 11, 2024 Timothy Prickett Morgan

  The boom of GenAI just keeps getting louder, and the increasing spending by the hyperscalers and clouds are giving air cover to IT shops all over the world who want to weave GenAI technologies into the applications and processes of their companies and who therefore want to get more IT budget.

  IT spending forecasts are useful because they tell us where we think we are going and they also tell us how our IT shop measures up against the average of all of the IT shops in the world. The typical enterprise is definitely not spending anywhere near as much …

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• Slicing and Dicing the Future of the Cloud ERP Market

  November 6, 2024 Alex Woodie

  The cloud looms large in the world of enterprise software. Nearly all ERP vendors offer their software in the cloud, and some, such as SAP, are even planning to end support for on-prem deployments. But how big is the market for cloud ERP, who are the leading providers, and what does it all mean for IBM i customers?

  For starters, how big is the global ERP market? This is an important question, but there is no exact answer. The definition of what is enterprise resource planning software is a little bit amorphous, and amortization schedules can make assigning spending to …

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• Power10 Keeps Plugging Along As Power11 Looms For 2025

  November 4, 2024 Timothy Prickett Morgan

  Considering how late we are in the Power10 and System z16 product cycles, things went pretty well for IBM in the respective Power Systems and System z businesses in the third quarter of 2024. While customers always look forward to future price/performance enhancements that come with a product refresh, there doesn’t seem to be anything out of the ordinary when it comes to a slowdown in sales ahead of next year’s Power11 and “Telum-II” System z17 launches.

  Business seems to be going pretty well for Big Blue, all things considered, although it had to pump $2.73 billion into its pension …

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• RPG Code Assist Is The Killer App For AI-Enhanced Power Systems

  October 23, 2024 Timothy Prickett Morgan

  “I love it when a plan comes together.” – Colonel John “Hannibal” Smith, The A Team.

  Look, we take our wisdom and our joy where we can find it here at The Four Hundred, and it does indeed look like Big Blue has a plan that is coming together with regards to generative AI and the Power Systems hardware platform as it relates to the IBM i software platform.

  We told you in Monday’s issue that IBM was up to something with regard to the Power Systems line, which was revealed to partners and presumably key …

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