One final thought from me.

Major companies that went to the cloud have many other companies that get
hit when an issue impacts them from a Cloud provider;  plausible
deniability or shared blame or whatever terms you like.  For mission
critical workloads there is a move back to private datacenters.  That said,
z/OS has to support seamlessly new runtimes at a reasonable cost or what is
there is what is there.

On Fri, Oct 31, 2025 at 10:10 AM Gary Eheman <[email protected]> wrote:

> On Thu, 30 Oct 2025 18:15:41 -0500, Enzo Damato <
> [email protected]> wrote:
>
> (snip)
> >While previously, any company of decent size that wanted reliability and
> >performance over a certain threshold would have to hit up their local
> >IBM sales representative, this changed with the PC revolution around
> >1995ish, when Linux or Windows NT combined with high speed networking
> >made it possible to achieve decent reliability and
> >decent performance for a fraction of the cost. Critically, they also
> >allowed you to start small! This
> >(
> https://commons.wikimedia.org/wiki/File:Google%E2%80%99s_First_Production_Server.jpg
> )
> >was google's first server rack! The discussion about weather or not
> >google would run better on a mainframe is pointless. Google's first
> >servers were a bunch of home brew computers attached to a surplus rack.
> >In no universe would they ever have been able to afford a mainframe, and
> >the IBM sales rep would have likely laughed them out of the room.
> >
> (snip)
> >Enzo Damato
> >
>
> When I saw the 1995 time frame mentioned, I decided to offer up some
> relevant history  that occurred before Enzo's birth.  I moved over to IBM's
> PC Server division from the mainframe technical marketing support side in
> 1994 to work as part of a team on bringing a hybrid server solution that
> included the P/390 emulator card (still in development) to market so that
> more PC Server hardware could be sold (since that was the primary goal of
> the PC Server division).  A simplified summary of how things went down...
>
> "Stay in your lane PC Servers! We own the mainframe market," said S/390
> hardware division.
> "Show us your less than 10 MIP strategy," said my PC Server bosses to them.
> "We don't have one. "
> "Ok. Then kindly step out of the way so we can sell more PC Servers."
> "But we control all the mainframe software you need," said the software
> division.
> "Would you like to protect software revenue from software that you already
> own?"
> "Yes," said the software division.
> "Then how about we work together on a solution?"
>
> And the result in 1995 was the PC Server 500 S/390 and the introduction of
> Entry Support Level (ESL) pricing for most S/390 software.  It was a good
> thing to help slow some low-end erosion, but did nothing to help growth.
>
> IBM was already allowing the AS/400 division to eat the small mainframe
> customer market, and it did far more damage to the low-end mainframe market
> than PC Servers ever did to it in my opinion.
> --
> Gary Eheman
>
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