Re: IBM splitting into two companies
Over the last few years I have hoped IBM would become more of a cloud player and attempt to marry some of the long-standing and well established zEnterprise strengths; security, reliability, extensibility, performance, etc., with what I always perceived to be an inherently less secure cloud and web services environment. I thought there was significant opportunity for a complement, where zEnterprise strengths could be leveraged by the needs of cloud and web service processing, and this would likely be workload dependent. To be sure, there are undoubtedly many cloud based apps that have no need of, nor business requirements for, zEnterprise integrity attributes, and a census might well be one of them. Cloud computing has come a long way over the past 10+ years, but I still don't want my personal financial data and current card transactions residing on a public cloud (encrypted or not). I have read too many articles which in general testify to the insecurity of data in the cloud. Hybrid and private clouds might be another matter, and this is where I thought the advantages of zEnterprise could potentially be a value add to cloud service providers with customers that expect (demand) a higher level of security and processing integrity. I suspect the splitting of IBM will only make the communication needed for any synergy between the hallmarks of traditional mainframe computing and cloud computing more difficult. In the meantime profit motive will continue to compromise the decisions of executives the world over and result in more and more insecure hosting of their customer's personal and financial data. I wonder what if anything Arvind Krishna thinks about z/OS? A very bold move by someone only six months on the job. My nickel's worth. Mike -Original Message- From: IBM Mainframe Discussion List [mailto:IBM-MAIN@LISTSERV.UA.EDU] On Behalf Of David Crayford Sent: Saturday, October 10, 2020 11:31 PM To: IBM-MAIN@LISTSERV.UA.EDU Subject: Re: IBM splitting into two companies Caution! This message was sent from outside your organization. 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. > > > Sent from Yahoo Mail for iPhone > > > On Saturday, October 10, 2020, 1:28 PM, zMan 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 < > 0047540adefe-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-azur
Re: IBM splitting into two companies
I recall Series/1 as being from GSD, the General Systems Division; mainframes from the Data Processing Division (and FSD, the Federal Systems Division), and typewriters from Office Products Division. Yes, DPD folks were the king of the hill; called Office Products (OPD) salesmen "opie-dopies." Charles -Original Message- From: IBM Mainframe Discussion List [mailto:IBM-MAIN@LISTSERV.UA.EDU] On Behalf Of Wayne Bickerdike Sent: Saturday, October 10, 2020 8:19 PM To: IBM-MAIN@LISTSERV.UA.EDU Subject: Re: IBM splitting into two companies Hi Charles, GBG was general business group. DP was Data Processing. GBG sold Series 1, photocopiers and typewriters, System 34 (back in 1978 when I was there). DP sold mainframes and believed that they ruled. So when a salesman went to an account, mainframe was always sold above anything else. At the time, we in GBG were hoping that the anti-trust ruling would be to split IBM. It didn't happen. Around that time, Wozniak and Jobs were building the first Apples, Silicon Valley was taking off and IBM were in a deep sleep. At my exit interview, my manager asked why I was leaving. I told him I was going to work for a start-up developing applications for Intel 8080 and Z80 microcomputers. He said, "you can work out a months notice because I don't ever see IBM getting into those little systems". If he thought I was going to a competitor, I would have been walked out on the spot. The rest is history, just look at the market cap of Apple versus IBM. It's the vision thing! LOL. On Sun, Oct 11, 2020 at 9:07 AM Charles Mills wrote: > TMA > > Too many acronyms. > > What is GBG? What is DP? > > I know RBG. > > Charles > > > -Original Message- > From: IBM Mainframe Discussion List [mailto:IBM-MAIN@LISTSERV.UA.EDU] On > Behalf Of Wayne Bickerdike > Sent: Saturday, October 10, 2020 2:38 PM > To: IBM-MAIN@LISTSERV.UA.EDU > Subject: Re: IBM splitting into two companies > > Global services was a poor place for "IBM" employees. They weren't the > same as the IBMers in terms of benefits. This has been the trend at IBM > for years. I was an IBMer in the 70s and we hoped that the antitrust cases > would lead to a split so that GBG would separate from DP. It didn't happen > and Windows are their lunch. DXC will be rubbing their hands. > > -- > For IBM-MAIN subscribe / signoff / archive access instructions, > send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN > -- Wayne V. Bickerdike -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN
Re: IBM splitting into two companies
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. Sent from Yahoo Mail for iPhone On Saturday, October 10, 2020, 1:28 PM, zMan 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 < 0047540adefe-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/ Sent from Yahoo Mail for iPhone On Friday, October 9, 2020, 6:38 PM, Farley, Peter x23353 < 031df298a9da-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 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 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 < 0047540adefe-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 | | | | | | | | | | | 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 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 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
Re: IBM splitting into two companies
At 6.5%, the iPhone maker’s share in the S 500 just surpassed the record 6.4% that IBM held 35 years ago, data compiled by S Dow Jones Indices and Bloomberg show. Apple’s overall market cap stands at $1.875 trillion, about 7% away from $2 trillion. The breakthrough speaks to the strength of a company that few can match in a year when Covid-19 is raging. Up 49% this year, Apple’s gain beats all U.S. companies with a market value above $300 billion, except for Amazon.com Inc. The share rally has picked up after the company’s quarterly revenue crushed Wall Street forecasts, boosted by demand from locked down consumers for new iPhones, iPads and Mac computers to stay connected during the pandemic. On Sun, Oct 11, 2020 at 2:18 PM Wayne Bickerdike wrote: > Hi Charles, > > GBG was general business group. DP was Data Processing. > > GBG sold Series 1, photocopiers and typewriters, System 34 (back in 1978 > when I was there). > > DP sold mainframes and believed that they ruled. So when a salesman went > to an account, mainframe was always sold above anything else. > > At the time, we in GBG were hoping that the anti-trust ruling would be to > split IBM. It didn't happen. Around that time, Wozniak and Jobs were > building the first Apples, Silicon Valley was taking off and IBM were in a > deep sleep. > > At my exit interview, my manager asked why I was leaving. I told him I was > going to work for a start-up developing applications for Intel 8080 and Z80 > microcomputers. He said, "you can work out a months notice because I don't > ever see IBM getting into those little systems". If he thought I was going > to a competitor, I would have been walked out on the spot. > > The rest is history, just look at the market cap of Apple versus IBM. > > It's the vision thing! LOL. > > On Sun, Oct 11, 2020 at 9:07 AM Charles Mills wrote: > >> TMA >> >> Too many acronyms. >> >> What is GBG? What is DP? >> >> I know RBG. >> >> Charles >> >> >> -Original Message- >> From: IBM Mainframe Discussion List [mailto:IBM-MAIN@LISTSERV.UA.EDU] On >> Behalf Of Wayne Bickerdike >> Sent: Saturday, October 10, 2020 2:38 PM >> To: IBM-MAIN@LISTSERV.UA.EDU >> Subject: Re: IBM splitting into two companies >> >> Global services was a poor place for "IBM" employees. They weren't the >> same as the IBMers in terms of benefits. This has been the trend at IBM >> for years. I was an IBMer in the 70s and we hoped that the antitrust cases >> would lead to a split so that GBG would separate from DP. It didn't happen >> and Windows are their lunch. DXC will be rubbing their hands. >> >> -- >> For IBM-MAIN subscribe / signoff / archive access instructions, >> send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN >> > > > -- > Wayne V. Bickerdike > > -- Wayne V. Bickerdike -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN
Re: IBM splitting into two companies
Hi Charles, GBG was general business group. DP was Data Processing. GBG sold Series 1, photocopiers and typewriters, System 34 (back in 1978 when I was there). DP sold mainframes and believed that they ruled. So when a salesman went to an account, mainframe was always sold above anything else. At the time, we in GBG were hoping that the anti-trust ruling would be to split IBM. It didn't happen. Around that time, Wozniak and Jobs were building the first Apples, Silicon Valley was taking off and IBM were in a deep sleep. At my exit interview, my manager asked why I was leaving. I told him I was going to work for a start-up developing applications for Intel 8080 and Z80 microcomputers. He said, "you can work out a months notice because I don't ever see IBM getting into those little systems". If he thought I was going to a competitor, I would have been walked out on the spot. The rest is history, just look at the market cap of Apple versus IBM. It's the vision thing! LOL. On Sun, Oct 11, 2020 at 9:07 AM Charles Mills wrote: > TMA > > Too many acronyms. > > What is GBG? What is DP? > > I know RBG. > > Charles > > > -Original Message- > From: IBM Mainframe Discussion List [mailto:IBM-MAIN@LISTSERV.UA.EDU] On > Behalf Of Wayne Bickerdike > Sent: Saturday, October 10, 2020 2:38 PM > To: IBM-MAIN@LISTSERV.UA.EDU > Subject: Re: IBM splitting into two companies > > Global services was a poor place for "IBM" employees. They weren't the > same as the IBMers in terms of benefits. This has been the trend at IBM > for years. I was an IBMer in the 70s and we hoped that the antitrust cases > would lead to a split so that GBG would separate from DP. It didn't happen > and Windows are their lunch. DXC will be rubbing their hands. > > -- > For IBM-MAIN subscribe / signoff / archive access instructions, > send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN > -- Wayne V. Bickerdike -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN
Re: IBM splitting into two companies
Well, big companies ARE using AWS, GCP, and Azure for critical information. We deal with them every day. And for the record, I'm hardly an IBM or mainframe basher. I just call out BS when I see it, like that 1.3M/second. Which you have not responded to. It was IBM who said they came up with that by taking their largest customers and extrapolating. Using that methodology, every car is good for 2M miles and gets 80MPG. Oh, and we're all billionaires. See how bad that approach is? Now, if the $6B is true, that's fascinating. It still doesn't explain why the dozens of large mainframe shops we work with NEVER mention IBM when they talk cloud. Maybe IBM has a few really big clients (.gov)? I don't know. Back to processing credit card transactions--again, processors don't use z. (Well, I can think of a couple that do, but by and large, they don't.) You're confusing processors, acquirers, issuers, and brands. Those are different. On Sat, Oct 10, 2020 at 2:27 PM Bill Johnson < 0047540adefe-dmarc-requ...@listserv.ua.edu> wrote: > 6 billion in cloud revenue latest quarter. About half of AZURE. Looks > bigger than 2% to me. > https://cloudwars.co/cloud-wars-top-10-vendors-world/ > Read up. > > > > Sent from Yahoo Mail for iPhone > > > On Saturday, October 10, 2020, 1:28 PM, zMan > 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 < > 0047540adefe-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/ > > > > > > > > Sent from Yahoo Mail for iPhone > > > > > > On Friday, October 9, 2020, 6:38 PM, Farley, Peter x23353 < > > 031df298a9da-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 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 > 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 < > > 0047540adefe-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 > > > > > > | > > > | > > > | > > > | || > > > > > >| > > > > > > | > > > | > > > | | > > > 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 > > > wrote: > > > > > > "IBM cloud" is a joke. When anyone talks about cloud, it's AWS, Azure, > > > maybe GCP.
Re: IBM splitting into two companies
TMA Too many acronyms. What is GBG? What is DP? I know RBG. Charles -Original Message- From: IBM Mainframe Discussion List [mailto:IBM-MAIN@LISTSERV.UA.EDU] On Behalf Of Wayne Bickerdike Sent: Saturday, October 10, 2020 2:38 PM To: IBM-MAIN@LISTSERV.UA.EDU Subject: Re: IBM splitting into two companies Global services was a poor place for "IBM" employees. They weren't the same as the IBMers in terms of benefits. This has been the trend at IBM for years. I was an IBMer in the 70s and we hoped that the antitrust cases would lead to a split so that GBG would separate from DP. It didn't happen and Windows are their lunch. DXC will be rubbing their hands. -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN
Re: IBM splitting into two companies
Global services was a poor place for "IBM" employees. They weren't the same as the IBMers in terms of benefits. This has been the trend at IBM for years. I was an IBMer in the 70s and we hoped that the antitrust cases would lead to a split so that GBG would separate from DP. It didn't happen and Windows are their lunch. DXC will be rubbing their hands. On Sun, Oct 11, 2020, 02:57 Charles Mills wrote: > FWIW that is how I took it. > > Charles > > > -Original Message- > From: IBM Mainframe Discussion List [mailto:IBM-MAIN@LISTSERV.UA.EDU] On > Behalf Of Phil Smith III > Sent: Saturday, October 10, 2020 7:09 AM > To: IBM-MAIN@LISTSERV.UA.EDU > Subject: Re: IBM splitting into two companies > > Wayne Bickerdike wrote: > > >Perhaps IBM are prepping to sell off Global Services. > > > > Isn't that what this is? That's what I took "IT infrastructure services > unit" to mean. Am I confused (always possible, probably likely)? > > -- > For IBM-MAIN subscribe / signoff / archive access instructions, > send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN > -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN
Re: IBM splitting into two companies
6 billion in cloud revenue latest quarter. About half of AZURE. Looks bigger than 2% to me. https://cloudwars.co/cloud-wars-top-10-vendors-world/ Read up. Sent from Yahoo Mail for iPhone On Saturday, October 10, 2020, 1:28 PM, zMan 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 < 0047540adefe-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/ > > > > Sent from Yahoo Mail for iPhone > > > On Friday, October 9, 2020, 6:38 PM, Farley, Peter x23353 < > 031df298a9da-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 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 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 < > 0047540adefe-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 > > > > | > > | > > | > > | | | > > > > | > > > > | > > | > > | | > > 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 > > 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 > > 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 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 > > > > > > [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 >
Re: IBM splitting into two companies
You’ve been a mainframe & IBM basher for years. And wrong more often than not. Sent from Yahoo Mail for iPhone On Saturday, October 10, 2020, 1:28 PM, zMan 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 < 0047540adefe-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/ > > > > Sent from Yahoo Mail for iPhone > > > On Friday, October 9, 2020, 6:38 PM, Farley, Peter x23353 < > 031df298a9da-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 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 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 < > 0047540adefe-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 > > > > | > > | > > | > > | | | > > > > | > > > > | > > | > > | | > > 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 > > 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 > > 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 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 > > > > > > [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 >
Re: IBM splitting into two companies
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 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 < 0047540adefe-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/ > > > > Sent from Yahoo Mail for iPhone > > > On Friday, October 9, 2020, 6:38 PM, Farley, Peter x23353 < > 031df298a9da-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 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 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 < > 0047540adefe-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 > > > > | > > | > > | > > | | | > > > > | > > > > | > > | > > | | > > 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 > > 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 > > 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 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 > > > > > > [CAUTION: This Email is from outside the Organization. Unless you > > > trust the sender, Don’t click links
Re: IBM splitting into two companies
Yeah, big comp Sent from Yahoo Mail for iPhone On Saturday, October 10, 2020, 1:28 PM, zMan 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 < 0047540adefe-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/ > > > > Sent from Yahoo Mail for iPhone > > > On Friday, October 9, 2020, 6:38 PM, Farley, Peter x23353 < > 031df298a9da-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 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 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 < > 0047540adefe-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 > > > > | > > | > > | > > | | | > > > > | > > > > | > > | > > | | > > 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 > > 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 > > 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 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 > > > > > > [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
Re: IBM splitting into two companies
FWIW that is how I took it. Charles -Original Message- From: IBM Mainframe Discussion List [mailto:IBM-MAIN@LISTSERV.UA.EDU] On Behalf Of Phil Smith III Sent: Saturday, October 10, 2020 7:09 AM To: IBM-MAIN@LISTSERV.UA.EDU Subject: Re: IBM splitting into two companies Wayne Bickerdike wrote: >Perhaps IBM are prepping to sell off Global Services. Isn't that what this is? That's what I took "IT infrastructure services unit" to mean. Am I confused (always possible, probably likely)? -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN
Re: IBM splitting into two companies
Evidently Arvind Krishna thinks the IT Services Division (or whatever it is) is worthless, as he didn't attempt to sell it, he's just throwing it out. Apparently, whatever profits it contributes aren't worth the distraction to his "maniacal" focus on "hybrid cloud". As the divestment (calling it a "split" is fine as long as you realize that likely NO one in GTS wants to "split") is going to take a year, and an estimated $1billion in transaction costs, I say he'd better be right if he likes his job. Personally, I don't see how it benefits anyone at all. sas On Sat, Oct 10, 2020 at 10:09 AM Phil Smith III wrote: > Wayne Bickerdike wrote: > > >Perhaps IBM are prepping to sell off Global Services. > > > > Isn't that what this is? That's what I took "IT infrastructure services > unit" to mean. Am I confused (always possible, probably likely)? > > > > ...phsiii > > > -- > For IBM-MAIN subscribe / signoff / archive access instructions, > send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN > -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN
Re: IBM splitting into two companies
Wayne Bickerdike wrote: >Perhaps IBM are prepping to sell off Global Services. Isn't that what this is? That's what I took "IT infrastructure services unit" to mean. Am I confused (always possible, probably likely)? ...phsiii -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN
Re: IBM splitting into two companies
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 < 0047540adefe-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/ > > > > Sent from Yahoo Mail for iPhone > > > On Friday, October 9, 2020, 6:38 PM, Farley, Peter x23353 < > 031df298a9da-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 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 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 < > 0047540adefe-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 > > > > | > > | > > | > > | || > > > >| > > > > | > > | > > | | > > 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 > > 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 > > 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 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 > > > > > > [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
Re: IBM splitting into two companies
No, but no processors use it. Couple of the brands do. On Fri, Oct 9, 2020 at 12:00 PM Seymour J Metz wrote: > what is z/TPF, chopped liver? > > > -- > Shmuel (Seymour J.) Metz > http://mason.gmu.edu/~smetz3 > > > > From: IBM Mainframe Discussion List on behalf > of zMan > Sent: Thursday, October 8, 2020 10:25 PM > To: IBM-MAIN@LISTSERV.UA.EDU > Subject: Re: IBM splitting into two companies > > Nope, IBM doesn't process 90% of credit card transactions. Most processors > are on distributed, with a lot of HPE NonStop in the mix, but also other > platforms. > > Some of the brands (AmEx, Visa) use a fair bit of mainframe hardware, but > they're not processors. And some issuers use z/OS, but by no means all. > > And as previously demonstrated--by you!--IBM is not the go-to for cloud. > > On Thu, Oct 8, 2020 at 10:18 PM Bill Johnson < > 0047540adefe-dmarc-requ...@listserv.ua.edu> wrote: > > > I don’t mind having my pictures or music in the AWS or AZURE cloud. But, > I > > don’t want my financial or health information there. IBM still processes > > 90% of the credit card transactions. Red Hat acquisition will keep them > the > > go to cloud for highly sensitive information. It’s why banks, big > retail, & > > health care companies aren’t looking to get off the platform we all love. > > > > > > Sent from Yahoo Mail for iPhone > > > > > > On Thursday, October 8, 2020, 6:30 PM, Ron Wells < > > 02ebc63ff5ef-dmarc-requ...@listserv.ua.edu> wrote: > > > > CLOUD by any other name > > > > -Original Message- > > From: IBM Mainframe Discussion List On Behalf > > Of zMan > > Sent: Thursday, October 08, 2020 2:41 PM > > To: IBM-MAIN@LISTSERV.UA.EDU > > Subject: Re: IBM splitting into two companies > > > > ** EXTERNAL EMAIL - USE CAUTION ** > > > > > > "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 > > 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 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 > > > > > > [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? > > > > > > > > > https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww. > > > reuters.com%2Farticle%2Fus-ibm-divestiture%2Fibm-to-break-up-109-year- > > > old-company-to-focus-on-cloud-growth-idUSKBN26T1TZdata=02%7C01%7C > > > Ron.Wells%40OMF.COM%7Cd9f08b923f4d4950db8308d86bc23335%7C57c0053cb5f84 > > > a1e8bb6e8afa09f3b82%7C0%7C1%7C637377829109678388sdata=5CwaLgr2DUk > > > Jw%2FvCXctklNS6h%2BXyNa0ojq1pZRip8K8%3Dreserved=0 > > > > > > > > > https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww. > > > prnewswire.com%2Fnews-releases%2Fibm-to-accelerate-hybrid-cloud-growth > > > -strategy-and-execute-spin-off-of-market-leading-managed-infrastructur > > > e-services-unit-301148458.htmldata=02%7C01%7CRon.Wells%40OMF.COM% > > > 7Cd9f08b923f4d4950db8308d86bc23335%7C57c0053cb5f84a1e8bb6e8afa09f3b82% > > > 7C0%7C1%7C637377829109678388sdata=eQoih0SoGl6gRMYa%2BNUDf4dZe8fF0 > > > lAhJACRZNPqf%2FU%3Dreserved=0 > > > > > > -- > > > For IBM-MAIN subscribe / signoff / archive access instructions, send > > > email to lists...@listserv.ua.edu with the message: INFO IBM-MAIN > > > ::DISCLAIMER:: > > > > > > The contents of this e-mail and any attachment(s) are confidential and > > > intended for the named recipient(s) only. E-mail transmission is not > > > guaranteed to be secure or error-free as information could be > > > intercepted, corrupted, lost, destroyed, arrive late or incomplete, or > > > may contain viruses in transmission. The e mail and its contents (with > > > or without referred errors) shall therefore not attach any liability > > > on the originator or HCL or its affiliates. Views or opinions, if any, > > > presented in this email are solely those of the author and may not > > > necessarily reflect the views or opinions of HCL or its affiliates. > > > Any form of reproduction, dissemination, copying, disclosure, > > > modification, distribution and / or publication of this message > > >