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  • Server Buying Cools, But It’s Cool – Don’t Panic

    June 10, 2019 Timothy Prickett Morgan

    When a market is comprised of hundreds of thousands of customers, things tend to level out and are a lot more predictable than when there are relatively few customers. Before the public clouds took off a decade ago and before the hyperscalers created such large infrastructures to support billions of users running their applications, server buying was a lot smaller and it was also more predictable. Things tended to grow slowly, methodically and they also took time to slow down because not everyone felt an economic decline or a transition to a new system architecture at the same time.

    That …

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  • Some Insight Into The IBM i On Power Systems Base

    December 3, 2018 Timothy Prickett Morgan

    IBM is pretty secretive about its systems business, but is really no worse than its peers in this regard. Big Blue wants to get enough information out there to keep customers comfortable about the future, keep Wall Street happy about its revenues and prospects for the immediate future (meaning one to three quarters out), and keep its competitors from getting too much insight into how it is doing in the systems racket.

    Every now and then, we get some insight into how the Power Systems business is doing, and as part of a discussion we had recently about upgrade and …

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  • IBM’s Systems Group On The Financial Rebound

    January 22, 2018 Timothy Prickett Morgan

    We like to start with the good news here in 2018, and the good news is that IBM had a very good quarter in its systems business, so we can all start breathing a little easier and Hitachi can put that checkbook away because Big Blue ain’t going to be selling off its System z and Power Systems business any time soon.

    (We are joking there. We think. . . . and hope.)

    In the final quarter of 2017 ended in December, the mainframe saw sales shoot up 71 percent thanks to the System z14 refresh that started in …

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