You're conflating enterprise with traditional mainframe customers such as the finance industry. Apple, BP, Shell, Coca-Cola etc all use AWS, are they not enterprise customers? As for health care, the UK NHS is a huge AWS customer.

The reputation of IBM's cloud (or maybe just IBM) in Australia hasn't recovered from the 2016 census fiasco [1]. The Australian government no longer trusts IBM and has moved to AWS [2].

You're obviously an IBM fanboy. A lot of what you say is absolute nonsense.

[1] https://www.zdnet.com/article/censusfail-an-omnishambles-of-fabulous-proportions/ [2] https://www.zdnet.com/article/australian-2021-digital-census-to-be-built-on-aws/


On 2020-10-11 1:39 AM, Bill Johnson wrote:
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.


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On Saturday, October 10, 2020, 1:28 PM, zMan <zedgarhoo...@gmail.com> 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 <
00000047540adefe-dmarc-requ...@listserv.ua.edu> 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/



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On Friday, October 9, 2020, 6:38 PM, Farley, Peter x23353 <
0000031df298a9da-dmarc-requ...@listserv.ua.edu> 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 <IBM-MAIN@LISTSERV.UA.EDU> On Behalf
Of Bill Johnson
Sent: Friday, October 9, 2020 7:53 AM
To: IBM-MAIN@LISTSERV.UA.EDU
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 <zedgarhoo...@gmail.com> 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 <
00000047540adefe-dmarc-requ...@listserv.ua.edu> wrote:

Anyone who says IBM cloud is a joke isn’t well informed.
Cloud Market Share – a Look at the Cloud Ecosystem in 2020

|
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|  |    |

     |

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|  |
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.
   |  |

   |

   |





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On Thursday, October 8, 2020, 3:41 PM, zMan <zedgarhoo...@gmail.com>
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 <allan.stal...@hcl.com>
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 <IBM-MAIN@LISTSERV.UA.EDU> On
Behalf Of Dave Jousma
Sent: Thursday, October 8, 2020 10:44 AM
To: IBM-MAIN@LISTSERV.UA.EDU
Subject: IBM splitting into two companies

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