You’re comparing 2 entirely different clouds. IBM isn’t in the consumer cloud market. There is more money in PC’s than there is in mainframes too! And IBM processes 90% of credit card transactions. You were wrong. No fortune 100 companies are going to use AZURE or AWS for highly critical, highly sensitive information. Consumer clouds are everywhere. It’s becoming commoditized. Enterprise cloud will never be commoditized and will remain highly profitable. Banks, big retailers, and health care can’t afford the hacks and crashes of consumer cloud services.
Sent from Yahoo Mail for iPhone On Saturday, October 10, 2020, 1:28 PM, zMan <[email protected]> wrote: Bill, you can quote self-serving SHARE fodder all you like, but the fact remains: IBM cloud is a joke in the industry. Doesn't mean it couldn't become a player, but that's aspirational at best. That SHARE transaction quote is nonsense--do the math: 1.3M/sec=112,320,000,000 per day. 112 BILLION. That's 16 transactions per day per person on the planet. Be serious. That number comes from IBM, was extrapolated by taking their largest five customers and multiplying by the number of z/OS systems out there. Lies, damned lies, and statistics and all that, eh? And plenty of real, serious, multi-billion-dollar companies use AWS, Azure, and even GCP. You work for a vendor; you have access to lots of industry knowledge from the real world, not SHARE or IBM marketing. Talk to your peers. Learn. The truth is out there. On Fri, Oct 9, 2020 at 6:57 PM Bill Johnson < [email protected]> wrote: > I’ve studied them extensively. I’m an investor. So I really don’t need the > lecture but I understand that’s what the frequent posters here need to do. > Large enterprises aren’t building on AZURE & AWS. Lots of smaller companies > are. Because of the costs. AZURE & AWS are on the way to commoditization. > Because it’s easy to replicate. In fact, AZURE growth is beginning to slow. > Even with the government contract. > > https://venturebeat.com/2020/07/31/probeat-slowing-aws-microsoft-azure-and-google-cloud-revenue-growth-is-a-good-thing/amp/ > > > > Sent from Yahoo Mail for iPhone > > > On Friday, October 9, 2020, 6:38 PM, Farley, Peter x23353 < > [email protected]> wrote: > > Don't believe whoever told you that about AWS. There are real companies > building real enterprise-level applications on AWS today. > > Peter > > -----Original Message----- > From: IBM Mainframe Discussion List <[email protected]> On Behalf > Of Bill Johnson > Sent: Friday, October 9, 2020 7:53 AM > To: [email protected] > Subject: Re: IBM splitting into two companies > > 2 completely different markets. AZURE & AWS are consumer market clouds. > IBM is enterprise. > > > On Friday, October 9, 2020, 5:28 AM, zMan <[email protected]> wrote: > > Actually, Bill, it's pretty clear that you didn't read the report. It's at > https://urldefense.com/v3/__https://kinsta.com/blog/cloud-market-share/__;!!Ebr-cpPeAnfNniQ8HSAI-g_K5b7VKg!bkn5Ica_-GSgVSVMQhoO-ZwjnqBMD632lXyTKAVvTtc_OWH8fyBG3CcIrbtSWqbpWZCJsA$ > and lists the top 5 vendors, comprising more than half the market, and then > notes that the next ten players--of whom IBM is one--"account for another > 26% of the SaaS market". > So IBM has a couple of percent; as I said, that's a joke. Not a major > player. > > On Thu, Oct 8, 2020 at 10:04 PM Bill Johnson < > [email protected]> wrote: > > > Anyone who says IBM cloud is a joke isn’t well informed. > > Cloud Market Share – a Look at the Cloud Ecosystem in 2020 > > > > | > > | > > | > > | | | > > > > | > > > > | > > | > > | | > > Cloud Market Share – a Look at the Cloud Ecosystem in 2020 > > > > Deep dive into the Cloud Market Share with tons of data and stats > >compared to explain the different cloud services and identify the > >leading cloud providers. > > | | > > > > | > > > > | > > > > > > > > > > > > Sent from Yahoo Mail for iPhone > > > > > > On Thursday, October 8, 2020, 3:41 PM, zMan <[email protected]> > > wrote: > > > > "IBM cloud" is a joke. When anyone talks about cloud, it's AWS, Azure, > > maybe GCP. NEVER EVER ONCE IBM. > > > > On Thu, Oct 8, 2020 at 12:24 PM Allan Staller <[email protected]> > > wrote: > > > > > Classification: HCL Internal > > > > > > Don't know anything about this directly, but It actually might help > > > the "traditional" portfolio by allowing more focus. > > > The cloud portion can benefit from reduced bureaucracy, so on the > > surface, > > > this is a win-win. > > > > > > OTOH, how many cloud providers have been hacked to date. I recall > > > APPLE, AMAZON and I think one more. > > > > > > > > > > > > -----Original Message----- > > > From: IBM Mainframe Discussion List <[email protected]> On > > > Behalf Of Dave Jousma > > > Sent: Thursday, October 8, 2020 10:44 AM > > > To: [email protected] > > > Subject: IBM splitting into two companies > > > > > > [CAUTION: This Email is from outside the Organization. Unless you > > > trust the sender, Don’t click links or open attachments as it may be > > > a Phishing email, which can steal your Information and compromise > > > your Computer.] > > > > > > Anyone know any more about this? > -- > > This message and any attachments are intended only for the use of the > addressee and may contain information that is privileged and confidential. > If the reader of the message is not the intended recipient or an authorized > representative of the intended recipient, you are hereby notified that any > dissemination of this communication is strictly prohibited. If you have > received this communication in error, please notify us immediately by > e-mail and delete the message and any attachments from your system. > > > ---------------------------------------------------------------------- > For IBM-MAIN subscribe / signoff / archive access instructions, > send email to [email protected] with the message: INFO IBM-MAIN > > > > > ---------------------------------------------------------------------- > For IBM-MAIN subscribe / signoff / archive access instructions, > send email to [email protected] with the message: INFO IBM-MAIN > -- zMan -- "I've got a mainframe and I'm not afraid to use it" ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to [email protected] with the message: INFO IBM-MAIN ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to [email protected] with the message: INFO IBM-MAIN
