[email protected] (John McKown) writes: > I think I understand why IBM does this, not that I agree with > them. Look at all the press recently about Wintel (PC sales down) and > even Linux. It appears that this segment of the "computing population" > is a low margin segment. IBM simply doesn't want to bother with > it. They prefer a small number of high margin sales to the bother of a > large number of low margin sales. I don't know of anything which is > high margin (profit per unit) and high sales (because most can't > afford). I wonder what the margin is on z hardware itself (sans > software). I also wonder what the margins are on the z operating > systems: z/OS, z/VSE, z/TPF & z/VM.
re: http://www.garlic.com/~lynn/2016h.html#55 Why Can't You Buy z Mainframe Services from Amazon Cloud Services? big cloud operators view systems, power, cooling. hardware, people, etc as costs ... and they have scale of operation that allows them to aggresively address those costs (for a decade they've been claiming they build their own systems for 1/3rd the cost of brand name servers) ... huge automation, dramtic reduction in cost of systems (with extensive investigation into optimal reliability&availability price/performance), etc. Recent claims that over half server processor chips to ship to cloud operators also give them huge leverage in the market. a couple years ago, mainframe hardware was 4% percent of IBM revenue, but whole mainframe group (including software & services) was 25% of IBM revenue and 40% of its profit. past refs http://www.garlic.com/~lynn/2012m.html#31 Still think the mainframe is going away soon: Think again. IBM mainframe computer sales are 4% of IBM's revenue; with software, services, and storage it's 25% http://www.garlic.com/~lynn/2012m.html#67 How do you feel about the fact that today India has more IBM employees than any of the other countries in the world including the USA.? http://www.garlic.com/~lynn/2012n.html#13 System/360--50 years--the future? http://www.garlic.com/~lynn/2012n.html#25 System/360--50 years--the future? http://www.garlic.com/~lynn/2013.html#17 Still think the mainframe is going away soon: Think again. IBM mainframe computer sales are 4% of IBM's revenue; with software, services, and storage it's 25% http://www.garlic.com/~lynn/2013b.html#25 Still think the mainframe is going away soon: Think again. IBM mainframe computer sales are 4% of IBM's revenue; with software, services, and storage it's 25% http://www.garlic.com/~lynn/2013b.html#24 New HD http://www.garlic.com/~lynn/2013e.html#4 Oracle To IBM: Your 'Customers Are Being Wildly Overcharged' http://www.garlic.com/~lynn/2013f.html#35 Reports: IBM may sell x86 server business to Lenovo http://www.garlic.com/~lynn/2013f.html#37 Where Does the Cloud Cover the Mainframe? http://www.garlic.com/~lynn/2013f.html#64 What Makes an Architecture Bizarre? http://www.garlic.com/~lynn/2013g.html#7 SAS Deserting the MF? http://www.garlic.com/~lynn/2013n.html#61 Bet Cloud Computing to Win http://www.garlic.com/~lynn/2014f.html#80 IBM Sales Fall Again, Pressuring Rometty's Profit Goal http://www.garlic.com/~lynn/2014f.html#84 Is end of mainframe near ? http://www.garlic.com/~lynn/2014j.html#90 Demonstrating Moore's law http://www.garlic.com/~lynn/2014l.html#95 weird apple trivia http://www.garlic.com/~lynn/2014m.html#71 Decimation of the valuation of IBM http://www.garlic.com/~lynn/2014m.html#155 IBM Continues To Crumble http://www.garlic.com/~lynn/2014m.html#170 IBM Continues To Crumble http://www.garlic.com/~lynn/2015.html#30 Why on Earth Is IBM Still Making Mainframes? http://www.garlic.com/~lynn/2015.html#85 a bit of hope? What was old is new again http://www.garlic.com/~lynn/2015g.html#19 Linux Foundation Launches Open Mainframe Project http://www.garlic.com/~lynn/2015h.html#20 the legacy of Seymour Cray http://www.garlic.com/~lynn/2016b.html#52 MVS Posix http://www.garlic.com/~lynn/2016g.html#69 "I used a real computer at home...and so will you" (Popular Science May 1967) -- virtualization experience starting Jan1968, online at home since Mar1970 ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to [email protected] with the message: INFO IBM-MAIN
