On Fri, Jun 17, 2022 at 5:50 AM David Crayford <dcrayf...@gmail.com> wrote:

> Maybe it's the case that customers don't want to use IBMs cloud. Where I
> live in Australia the big four banks are moving significant chunks of
> their infrastructure to public cloud and have government legislation to
> do so. NAB in particular have been quite aggressive, although like most
> sensible enterprises they have gone down the multi-cloud route with
> Microsoft Azure so they don't have all their eggs in one basket.
>
> It will be interesting to see if IBM can close the cloud gap. Playing
> catch-up is difficult when competing with behemoths with a decade+ head
> start.
>

Indeed. Word from insiders is that since IBM "management" have decided
cloud is The Answer, folks have started playing games, like attributing all
CICS-related revenue as "cloud". Q4 2020, IBM claimed $6.2B in cloud
revenue on total revenue of $16B. Given that nobody EVER says"cloud" and
"IBM" in the same sentence in the real world, those numbers are quite
difficult to believe without this kind of gameplaying.

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