Timothy Sipples wrote:
The bottom line, as we all know, is that IBM wants to keep the margins
up on
engines running traditional workloads, while competing with cheaper iron
for
work that they perceive might otherwise be in danger of migrating there.
Basically says it all - even IBM admits it.
I do not speak for IBM in any official capacity, but no, IBM does not
admit any such thing. IBM is indeed a publicly traded company with a duty
to shareholders to maximize profits (or so my economics textbooks told
me), but the only (durable) way to do this is to deliver excellent
products that people want to buy in ever greater quantities. And you
can't do that in the technology business without spending serious coin
($1.2 billion on the System z9, for example; a goodly fraction of that
just on tools/utilities) and beating competition (fairly). No company can
say, "I think we'll keep our margins high this month." Doesn't work, at
least not for long.
If we just (artifically -- I'll buy your argument for half a minute here)
look only at CPs, the acquisition prices have collapsed and the operating
costs have fallen even faster. In fact, since the PCM era prices and
costs have fallen *faster*. Here's what's happened just in the past few
years (and just with "traditional" workloads), all to lower costs:
[yada, yada, yada ...]
1. Tell me about all the customers new to z/OS; especially
those who have moved off of UNIX, Linux, or Windows servers
onto the z/OS platform.
2. Tell me if you had young kids you would actively encourage
them to look at z/OS for a career.
Kind regards,
-Steve Comstock
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