• Five Acquisitions You May Have Missed

  March 13, 2019 Alex Woodie

  The New Year has started off with some wheeling and dealing, as some software company owners look to bulk up while others look to hand off responsibility to somebody else. Those operating in the IBM i marketplace aren’t alone in making acquisitions. Here are five under-the-radar deals in the midrange that you may have missed.

  Attunity‘s line of real-time data integration software will now be sold through Qlik, which acquired the publicly traded company in a $560-million in late February. It was a natural enough move for Qlik, the well-regarded BI vendor that was acquired by private equity …

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• Enterprises Spend On Systems, Hyperscalers Tap The Brakes

  March 11, 2019 Timothy Prickett Morgan

  For many enterprises, the current generations of processors that come from IBM, Intel, AMD, and the Arm collective are plenty good enough – and available at reasonable price/performance relative to each other and to their predecessors – that the end of 2018 was a perfectly reasonable time to buy what is on the truck. But hyperscalers and public cloud builders, who live and die by the total cost of ownership of their systems as gauged by raw compute power, space required, and power consumed, have to take a longer view. So with new processors coming from Intel and AMD on …

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• Power Systems: Driving More Revenue Than Initially Thought

  February 25, 2019 Timothy Prickett Morgan

  Any model takes refinement, whether it is something a human spreadsheet jockey puts together or it is a distributed neural network that is trained with machine learning techniques to do some kind of identification and manipulation of data. So it is with the Power Systems revenue model I put together a month ago in the wake of IBM reporting its financial results for the fourth quarter.

  I did not really mean to get into it at the time. I was just going to assemble a short table of the constant currency growth rates of the Power Systems business and …

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• Taking At Stab At Modeling The Power Systems Business

  January 28, 2019 Timothy Prickett Morgan

  It is incredibly difficult to try to get a handle on how IBM’s overall systems business and then its Power Systems portion of that business is doing, something that I voiced frustration about last summer when talking about Big Blue’s financial results for the second quarter of 2018. At the time, I told you I would take a whack at trying to build a model of Power Systems sales to give us a sense of how the hardware platform is doing, and I took the first stab at this in the wake of IBM announcing its financial results for the …

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• Power Systems Keep Growing To Finish Off 2018

  January 28, 2019 Timothy Prickett Morgan

  The Power Systems line, buoyed by the deliver of high-end Power E980 systems for big AIX and IBM i jobs, a steady stream of IBM i system upgrades, and some traction in Power-based Linux clusters for HPC and data analytics workloads, turned in a pretty good final quarter for 2018, and capped three prior quarters of growth during 2018 to turn in a full year of growth.

  You can’t tell how much growth, of course, but in the lead story of this issue of The Four Hundred, I took my best stab at modeling the quarterly revenue stream of …

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• Public Cloud Dreaming For IBM i

  January 23, 2019 Alex Woodie

  Is the IBM i community suffering from a bad case of cloud envy? While we profess to love our servers, it’s difficult to sit by and watch as our Windows and Linux colleagues tap into unlimited storage and compute resources offered by public cloud vendors. Maybe that will all change in 2019, but it’s not looking likely.

  Public cloud vendors have invested hundreds of billions of dollars to build massive data centers around to world to house scads of cheap X86 servers and storage resources. Tens of thousands of companies have moved some or all of their computing stacks into …

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• IBM’s Plan For Etching Power10 And Later Chips

  January 7, 2019 Timothy Prickett Morgan

  Last summer, GlobalFoundries, the chip making conglomerate comprised of the foundry businesses of AMD and IBM plus Chartered Semiconductor Manufacturing, put the kibosh on its planned aggressive ramp of 7 nanometer chip making technologies. AMD and IBM, who both depended on GlobalFoundries for their server chip manufacturing, obviously knew well before this announcement that GlobalFoundries was going to be halting development and production ramp for 7 nanometers, so they were not left in as much of a lurch as it might seem.

  Lucky for both companies, there is more than one foundry that was trying to stay on the bleeding …

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• Open Source Is the Future, So Where Does IBM i Fit In?

  December 12, 2018 Alex Woodie

  The IBM i server reached a milestone this year when it turned 30 years old, an amazing feat for a remarkable system that continues to provide computational value to tens of thousands of organizations around the world. But another birthday was celebrated this year that the IBM i community should take note of: The 20th anniversary of the beginning of the open source movement.

  Now, this birthday is a little bit questionable because open source software existed before 1998, of course. But the time is worth marking because an important meeting took place in Palo Alto, California, where the phrase …

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• Syncsort Snags EView for Log Data Hooks

  November 28, 2018 Alex Woodie

  Syncsort bolstered its capability to harvest log data originating on IBM i and mainframes yesterday with the acquisition of EView Technology, a Raleigh, North Carolina-based company that builds big iron connectors for mainstream systems management tools.

  EView Technology didn’t occupy a prominent seat in the IBM i auditorium, but it did carve out its own little niche as a purveyor of connectivity tools used by systems administrators at some of the biggest IBM i and mainframe shops in the country, such a Ford, Kraft, TD Bank, Discount Tire, Waste Management, HSBC, FedEx, and REI.

  The company’s claim to fame was …

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• The Impact On IBM i Of Big Blue’s Acquisition Of Red Hat

  October 31, 2018 Timothy Prickett Morgan

  Well, we can honestly say that we did not see that coming when IBM and Red Hat announced late last Sunday afternoon that Big Blue would be shelling out $34 billion to acquire the world’s most successful business that peddles support for open source infrastructure software.

  Ironically, at the time I happened to be writing about how IBM and Red Hat had just announced that they had brought the OpenShift Container Platform, a mashup of Docker and Kubernetes, to Power Systems machines running Linux, and I was lamenting that it was not trivial to figure out how to integrate …

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