I do not have any direct stake in the FLEX-ES vs IBM issue, but
I have been surprised that there does not seem to be much speculation
on why IBM is dropping the FLEX-ES connection; just complaints that
they are doing so ... Is the reason only known to a few IBM 
executives?
  .
To fill the void, I offer the following speculative reasons:
  .
1. Complaint: Fundamental Software is doing something that IBM does
not like ... This is probably not the reason, because if it was IBM
would state it.
  .
2. Economic: The IBM bean-counters have made a cold calculation that
they would make more money if Flex-Es was gone. Maybe having a lot 
of developers out there causes competition for IBM tools software(?).
Maybe IBM would make more revenue by forcing at least some of the 
folks who now use Flex-Es to buy 'real' hardware(?).
  .
3. Legal: The IBM lawyers have decided that the company would do 
better in court if they adopt a simple 'no emulation' stance. In that
way they can better confront any attempts by competitors to sell 
emulated mainframes.
  .
4. Openness: IBM has decided, based on their Linux experience, that
being proprietary is 'old school' and, in order to revitalize the 
mainframe they have to open it up. Of course, in order to do so, 
they have to gently let down any partners who are tied to the 
old school paradigm, such as Fundamental ... However, once this 
transition period is over they will: (a) Make source available and
back off of the OCO policy. (b) Provide some sort of option for
hobbyist/developer licenses that allows running on, for example,
Hercules. (c) Provide other options such as free unsupported 
experimental versions of the operating system (ala Red Hat) ...
(Mr. Palmisano, tear down this wall!). 

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