I'll drink to that! But, then, I'll drink to most anything :-)
-----Original Message----- From: IBM Mainframe Discussion List [mailto:[email protected]] On Behalf Of Rick Fochtman Sent: Tuesday, August 18, 2009 8:37 PM To: [email protected] Subject: Re: The Death of Servers and Software Couldn't happen to a nicer crowd. (Sarcasm intended!) :-) Rick --------------------------------------------------------------------------------- Timothy Sipples wrote: >Hewlett-Packard reported its 3Q earnings earlier today: > >http://h30261.www3.hp.com/phoenix.zhtml?c=71087&p=irol-newsArticle&ID=1322129 > >A few highlights: > >1. "Industry standard server" revenues are down 21% (quarter, year to >year). And it's not a single quarterly fluke: revenues are also down over >24% (nine months, year to year). These are the Intel/AMD X86 servers. >Clearly this means that X86 servers are dead. And because they are >"industry standard," that obviously means the entire standard server >industry is dead. > >2. "Non-industry standard server" ... oh, sorry... "Business critical >server" revenues are down over 30% (quarter, year to year). And it's not a >single quarterly fluke: revenues are also down over 25% (nine months, year >to year). These are almost all Intel Itanium-based servers running HP/UX >(UNIX) plus a few NonStop Kernel (NSK) servers. Clearly this means that >distributed UNIX and NSK servers are even more dead. > >3. HP doesn't break out profit ("earnings from operations") separately for >these two units, but for the overall "Enterprise Storage and Servers" >division, profits were down 34.5% (quarter, year to year) and a whopping >46% (nine months, year to year). Clearly since the profit is declining even >faster than sales, HP server R&D investment is really, really dead. Which >fits, actually: there hasn't been a new Itanium CPU since....when was that >again? (Anybody remember?) > >4. Perhaps services and software will help fill the gap? HP doesn't >actually produce too much software, and anyway that business was down too >(22% for the quarter, year to year; 15% for the nine months, year to year). >So obviously software is dead. The EDS acquisition makes services >comparisons hard for now, so more time is needed before deciding that's >dead. > >Yes, servers, software, and perhaps even services are dead. Everything is >dead. Thus I suggest unplugging every HP X86, distributed HP/UX, and >NonStop Kernel server you own, now, before it's too late. > >I'm also looking forward to reading Computerworld's article tomorrow about >the death of HP servers, and the grave and ever-deepening threat to HP >server R&D. A story which of course they have been printing for several >quarters given the *actual* continuing death of HP servers (that mostly run >non-HP software, as it happens). Right? > >Speaking only for myself. And Computerworld. > >- - - - - >Timothy Sipples >IBM Consulting Enterprise Software Architect >Based in Tokyo, Serving IBM Japan / Asia-Pacific >E-Mail: [email protected] >---------------------------------------------------------------------- >For IBM-MAIN subscribe / signoff / archive access instructions, >send email to [email protected] with the message: GET IBM-MAIN INFO >Search the archives at http://bama.ua.edu/archives/ibm-main.html > > > ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to [email protected] with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html NOTICE: This electronic mail message and any files transmitted with it are intended exclusively for the individual or entity to which it is addressed. The message, together with any attachment, may contain confidential and/or privileged information. Any unauthorized review, use, printing, saving, copying, disclosure or distribution is strictly prohibited. If you have received this message in error, please immediately advise the sender by reply email and delete all copies. ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to [email protected] with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
