Thread regarding IBM layoffs

Will PaaS or IaaS survive?

IBM cloud still isn't profitable after several years under current leadership and there is a major lack of investment. What are your thoughts on the future of cloud?


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Post ID: @OP+1m66m4c7k

10 replies (most recent on top)

@an ...and Gin 'N Tonic said that Softlayer would be competing with Ebay. LOL.

Guess she didn't know what she was talking about then any more that she did about Watson Healthcare. That's why the business unit lost billions and got sold off.

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Post ID: @xg+1m66m4c7k

As long as we are talking mainframe IBM rules. They control all aspects of the mainframe life span. (HW, SW, middleware, chip design, build, etc etc etc). Yep they are a monopoly and can leverage one part of the monopoly at all of the other parts of the monopoly to win almost any deal. They are now putting their FCF to work buying innovation for the mainframe. Essentially they are buying up the ISV/middleware marketplace for mainframe. It’s a very profitable endeavor. Where IBM is struggling, but slowly transforming (think downsizing) is “everything else”. Intel = gone, power = ignored, middleware = abandoned, innovation abandoned for purchases instead, consulting = offshored for commodity labor. IBM is slowly transforming into the monopoly that it was in 1975. That’s where AK is taking IBM. MAinframe. Everything else will slowly be discarded

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Post ID: @jr+1m66m4c7k

@a5 Still same incompetent, mediocre architects. How long is this sinking ship going to survive. IaaS will die if the commodity hardware prices don't come down.

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Post ID: @h8+1m66m4c7k

IBM Cloud is dead. IBM SW is kept alive by constant acquisitions - Red Hat, Turbo, Apptio, Hashi, Confluent - the problem is they're running out of money to do these acquisitions. IBM Infra is coming to the end of the Z cycle and has been a stagnant business for years. IBM Consulting is just an offshore bodyshop trying to compete with WITCH for race to the bottom outsourcing work. It's hard to be positive on the outlook for any IBM BU. Time to make more pie in the sky Quantum press releases I guess.

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Post ID: @e3+1m66m4c7k

rebranding cloud to SHITAAS.

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Post ID: @bs+1m66m4c7k

Dead...

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Post ID: @be+1m66m4c7k

The short answer to will PaaS/IaaS survive is: what are you smoking; IBM has NEVER had those.

Which brings us to the question about the future of cloud. We have all basically agreed to blur lines such that what Red Hat sells is what we call cloud. To be clear, Red Hat has some awesome stuff none of which has any logical business on Z. The future of cloud is whatever we can extract from Red Hat stuff.

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Post ID: @ay+1m66m4c7k

@An. And what has IBM done with every commodity business that they have had??? Yep sold them off. IBM cloud will be no different. Wave goodbye

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Post ID: @aw+1m66m4c7k

IBM got in late to a commodity business. Not strategic. : (

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Post ID: @an+1m66m4c7k

What cloud ? The cloud effort was doomed from the start. The team was composed originally (15 years ago) of incompetent architects and engineers who failed miserably in previous projects. Later, it was hijacked by the Indian mediocre tribe who didn't fare any better.

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Post ID: @a5+1m66m4c7k

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