• The Ups And Downs Of The Server Cycle

  June 22, 2020 Timothy Prickett Morgan

  If you took a pause for your server upgrade plans in the first quarter as the coronavirus pandemic was starting to take root, you were not alone. But all things considered, the period ended in March was not as bad for server spending as you might have guessed, and we think that the second, third, and fourth quarters are the real test. The first quarter was just the warmup.

  Business has been pretty brisk for those who sell server components, and the ODMs and OEMs have been pretty busy, wrestling with their supply chains and trying to meet customer demand …

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• Powers Of Ten

  May 11, 2020 Timothy Prickett Morgan

  The one thing that is easy to predict about designing and manufacturing a server processor is that no matter who is doing it, no matter what process in what decade, it is always hard and things always run late. Whether or not we on the outside world can see this, it remains true just the same. And that is because in any given era, with any given chip etching technique or chip architecture, server processors are always pushing up to the very limits of what is possible. And things go wrong.

  This is why it is a good idea to …

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• Power Systems Hit By The Pandemic In Q1 2020

  April 27, 2020 Timothy Prickett Morgan

  Thirteen weeks ago, when IBM reported its financial results for the fourth quarter of 2019, we told you that the Power9 platform was entering the long tail, that part of the cycle of the this generation of Power Systems machines where the revenue would dwindle off between that time and when the Power10 servers launch sometime in 2021. That tail perhaps just got a little longer and skinnier thanks to the coronavirus pandemic.

  IBM doesn’t talk very much about the specifics of revenues and profits for the Power Systems line any more, just like it stopped talking about the iSeries …

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• Where Is The Power Systems-IBM i Stimulus Package?

  April 13, 2020 Timothy Prickett Morgan

  The governments of the world are spending to try to compensate for the economic slowdown in the wake of the coronavirus pandemic, which is the right thing to do. We wonder why IBM has not done more to help its Power Systems business.

  Just before the coronavirus pandemic really started to kick in throughout Europe and the United States, and as the Power9 family of Power Systems machines was entering the long tail part of its sales cycle, IBM announced a deal in Europe that gave customers buying its so-called scale out (what we would call entry) one-socket and two-socket …

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• Big Blue Cuts Deals On Entry Power Systems Iron

  March 9, 2020 Timothy Prickett Morgan

  With no new Power processors on the immediate horizon, except a kicker Power9’ that is aimed at supercomputer systems providing a testbed for future high bandwidth main memory technology that will debut with the Power10 chips in 2021, IBM has to do something to try to move some iron. Price cuts are always a good incentive.

  And so, we see in announcement letter ZAEP0091B, which was quietly updated on March 5, when it came to our attention, after being announced on January 24, when we did not see in the IBM online announcement feed (because it wasn’t there, not …

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• What The New Top Brass At Big Blue Means For IBM i

  February 3, 2020 Timothy Prickett Morgan

  We have been expecting such an announcement for many years, but now all of the pieces are in place and Ginni Rometty can retire to chairman of the board and let other executives steer International Business Machines for the next decade or so.

  Sam Palmisano, who was an assistant to former IBM president, chief executive officer, and chairman Louis Gerstner, without question saved IBM from disaster in the early 1990s, tapped Rometty to be president back in October 2011. It is the tradition that IBM’s president becomes the next CEO and eventually chairman, so succession is not a question …

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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 i Shops Walking A Flatter Upgrade Path In 2020?

  January 20, 2020 Timothy Prickett Morgan

  In general, there is a rough correlation between growth in online transaction processing workloads and related enterprise applications, and the growth in the overall economy. At some point in the past, when OLTP was relatively new and many companies were still doing batch processing, OLTP workloads grew many times faster than gross domestic product – much as many data analytics, storage, and machine learning workloads are doing today.

  So when we see that IBM i shops are looking to upgrade in 2020 at a much higher level than we would expect based on historical and anecdotal trends, it gets our …

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• Observations, Priorities, And Desires For IBM i In 2020

  January 6, 2020 Timothy Prickett Morgan

  With age and wisdom comes a certain kind of calm expectation that does not necessarily put one in the frame of mind to make prognostications as much as making some observations, laying out priorities, and expressing desires. Making predictions is really about placing qualified and intelligent bets, more like hunting than the slower, measured pace of agriculture, which is about planning and fostering growth.

  As I approach the new decade, I am less in the mood to don my wizard hat with its moons and stars on it and to rub the dust off the crystal ball on my desk …

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• Reading The IBM i Tea Leaves For 2020

  January 6, 2020 Alex Woodie

  When the calendar flipped over from 2019 last week, the IBM i platform began its fifth decade, an amazing feat of longevity in our current age of punctuated technological equilibrium. As we set out to foresee what may become of IBM i in 2020, we have a couple of avenues we can take.

  On the one hand, we can try to guess what sorts of moves IBM will make with the platform. IBM isn’t in the habit of telegraphing its moves too far in advance, so this would be an act of speculation. On the other hand, we can look …

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