• Why i Reason #87: Eschewing Performance for Its Own Sake

  May 20, 2019 Alex Woodie

  Make no mistake about it: IBM’s Power Systems server can flat out fly. The two biggest supercomputers on the planet right now – Summit and Sierra – are Power9 machines, although much of the computational oomph comes from Nvidia GPUs. But one thing that sets the IBM i server apart from its hardware compatriots is that it avoids the celebrity of performance.

  Performance is “in” right now in the IT space (it never really went out of style). Industry standard server makers (i.e., those who make X86 servers) fight over who has the fastest systems. Public cloud platforms battle to …

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• Power Systems Bucks The IBM Trend And Grows

  April 24, 2019 Timothy Prickett Morgan

  The Power Systems business continues to grow, and that is good news for all IBM i shops, particularly for those of us who actively want for there to be boisterous competition in server processors and systems architecture. It comes as no surprise that we think Big Blue still has much to offer when it comes to engineering systems that provide real differentiation in the market. The ongoing growth of Power Systems – maintaining the happiness of the substantial IBM i and AIX customer bases and expanding the Linux base – is what is required for IBM to continue to make …

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• RTPA Looking For A Few Good Software Reviewers

  April 8, 2019 Timothy Prickett Morgan

  Throughout the six decades of commercial computing, one thing has been universally true. Every good application development or system management tool, from the simplest debuggers all the way up to complex DevOps systems that can absorb multiple continuous streams of new code being mashed up against old code without making a mess of things, got its start because some programmer or administrator was so annoyed at how something worked – or more precisely didn’t work – that he or she created a new tool that did the job a whole lot better.

  This is precisely the beginning story of Real-Time …

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• 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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