On 17/06/2022 9:05 pm, zMan wrote:
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.
IBM can't compete in the public cloud space. They want to be a player in
hybrid cloud which is why they acquired Red Hat. OpenShift is a great
platform for on-prem cloud deployments. The fact that IBM
have ported OpenShift to z/OS is proof of where their mainframe
resources are being concentrated. It's the tail wagging the dog, a
containers game now.
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