Ibm
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IBM’s “Cloud” Business (or Lack Thereof)
TL;DR: IBM’s “cloud” should always have quotation marks around it. Once again, I have been triggered by IBM claims to be a leader in cloud computing. IBM says it is jettisoning its single biggest business – Managed Infrastructure Services – to “accelerate its hybrid cloud growth strategy”. Managed Infrastructure Services are the core of the…
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Follow the CAPEX: Clown Watch
“Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 There are hyperclouds and there are hyperclowns. Hyperclouds have globe-spanning infrastructure upon which they lavish many billions of dollars every year. Hyperclowns pursue a far more asset-light approach to the same problem, but try to compensate with hot air. It has been just over two years since we last…
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IBM’s Lost Decade
TL;DR: Down and to the right I wasn’t going to do this post until I learned IBM PR is out browbeating reporters (one of the rare activities where the company is still world class) for being “too harsh” by including actual performance metrics in stories about IBM’s CEO transition. So I shall rally to the…