• IBM Power On Track To Get Above $2 Billion A Year

  February 3, 2025 Timothy Prickett Morgan

  IBM’s stock price is kissing $260 a share, and this is a level that, adjusted for stock splits, the company has not seen since before it ran up on the rocks in the early 1990s as its mainframe business and AS/400 business all shrank at the same time that RISC/Unix systems and X86 gear in the datacenter took off. What’s going on?

  Well, here is the deal: IBM has customers using its Power and z servers for mission-critical back office systems, and a lot of the customers using its IBM i, AIX, Linux, and z/OS platforms are going to be …

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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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• Power11 Takes Memory Bandwidth Up To, Well, Eleven

  December 2, 2024 Timothy Prickett Morgan

  Last week, we went over the roadmaps for the future Power11 processor from IBM and its follow-on, the Power Next chip that we presume will be called Power 12 because, you know, history. This week we want to take a little bit of a deeper dive into the Power11 strategy and what this might mean for the systems that Big Blue will be building in the future.

  If IBM’s change in strategy with Power Systems since the Power9 generation has not been obvious to you, it perhaps bears pointing out. In the Power8 and Power9 generations, IBM was trying to …

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• IBM Nears The End of the Road for Server Reliability Improvements

  October 21, 2024 Alex Woodie

  Reliability has always been one of the hallmarks of IBM big iron, the midrange and mainframe systems hundreds of thousands of companies run their businesses on around the world. These sturdy systems simply don’t go down very often, certainly less frequently than “industry-standard” (i.e. Intel-based) systems. In fact, the System z and Power systems are so reliable that, statistically speaking, there’s very little room for improvement.

  For data on uptime and reliability, we turn to Information Technology Intelligence Consulting (ITIC), which is led by longtime IT industry analyst Laura DiDio. ITIC has been conducting an annual server and operating system …

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• Private PowerVS Pods Now Available For On-Premises Power10 Iron

  October 7, 2024 Timothy Prickett Morgan

  The number of system vendors that also run clouds, or cloud vendors that also sell systems, is very small because doing both is exceedingly capital intensive – one for research and development, and the other for acquiring gear and deploying it so its capacity can be rented to others.

  Dell and Hewlett Packard Enterprise, the two biggest server OEMs in the world, both tried to build clouds and failed, and so did VMware now that we think about it. Oracle bought its way into the systems business with its 2009 acquisition of Sun Microsystems, and while it no longer …

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• Power Systems Poised To Embiggen This Year?

  May 6, 2024 Timothy Prickett Morgan

  We were away on a hiatus and not publishing last week, and therefore we are now going to go through Big Blue’s financial results for the first quarter of 2024, and take a deep dive into its systems business and Power Systems in particular. Once again, the news is generally good, and that is comforting when this is the final third of the Power10 and System z16 product lines from IBM, with follow-on Power11 and System z17 processors expected sometime next year.

  In the March quarter, IBM reported overall revenues of $14.46 billion, up 4.1 percent year on year, with …

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• LightEdge Acquires Connectria To Round Out Each Other’s Power Play

  April 22, 2024 Timothy Prickett Morgan

  If there is a large group of IT customers who pay a premium for a premium product but who are also going to be experiencing a skills shortage in the coming years, then you want to be in the position of selling them networking, compute, and storage capacity in the cloud or in co-location facilities. And you also want to be able to sell them add-on managed services to get a bigger share of their overall budget while also helping them to get more things done.

  That, in a nutshell, is why LightEdge Solutions is acquiring Connectria Hosting. Both companies …

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• If It Ain’t Broke, Don’t Fix It

  March 13, 2024 Alex Woodie

  The information technology industry has a “newness” bias. It always has, and probably always will. But when it comes to the systems for processing business transactions, decision makers need to think carefully about what they’re doing, as ditching “legacy technology” for a shiny new one doesn’t always deliver the promised upgrade.

  The cloud is currently the hot new thing in IT. Even though it’s not necessarily “new,” and not necessarily “a technology” (it is a collection of technologies and a platform and a business model…), business owners are under tremendous pressure to “get to the cloud” by whatever means necessary. …

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• The State Of The Power Systems Base 2024: The Systems

  February 5, 2024 Timothy Prickett Morgan

  The foundation of any system is its processor. It is the central processing unit, or CPU, which used to be part of what we called the main frame in a multi-frame system, that ultimately does the calculations that make computing useful. There have always been many things that wrap around this CPU that turn it into a complete system – memory, networking, other kinds of I/O, various levels of storage, all in their own hierarchies. But if you ask someone what kind of system they have, beyond the vendor and the brand, the next bit of data they will …

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• Power Systems Grows For The Second Year In A Row

  January 29, 2024 Timothy Prickett Morgan

  Here at The Four Hundred, we take good news very seriously, and so we will just cut to the chase scene and tell you that IBM’s Power Systems business has grown for the second year in a row.

  Take that in for a second. Savor it.

  Think about the dozen years of dramatic decline we saw in the RISC/Unix and IBM i parts of the Power Systems business in the wake of the Great Recession in 2009, when the X86 platform from Intel finally got enough features – as did Windows Server and Linux – to compete effectively against …

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