Re: The Death of Servers and Software
--snip ComputerWorld magazine has been a joke for many years now. It used to be good back in the 80's/90's but MicroSoft's pocketbook is a big one. I haven't bothered to read it for quite a long time now. --unsnip-- I haven't given CW much credence since a false and misleading ad was run by CA, regarding the CA-SORT product, in the mid-to-late 1970's. I actually got a letter from CW a few weeks after the ad offering an apology for the misleading ad and the steps that were being taken to prevent a recurrence of this sort of problem. My thought was that CW should have checked more closely into the ad contents BEFORE running it, rather than after they got some complaints. All in all, a rather slipshod affair. Rick -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
Re: The Death of Servers and Software
-snip-- The problem is in tightly defining information functions such as server. And this is particularly a problem for us who are categorized as being Mainframe people. Looking for a particular technology for server functions (or database functions, or whatever), is going to find particular technologies, whether or not those technologies are the best for our needs. A narrow focus makes management not see when their old Mainframe technology is not as expensive as they thought, especially with new privacy and security needs, and old reliability needs. ---unsnip One thing I've found to be very helpful: try and teach management that the mainframe is nothing more or less than a large server with multiple concurrent capabilities. If you can get them to think that way, you might have a better chance of justifying the expense of that large server sitting there, with all that expensive DASD equipment. Rick -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
Re: The Death of Servers and Software
-Original Message- From: IBM Mainframe Discussion List [mailto:ibm-m...@bama.ua.edu] On Behalf Of Timothy Sipples Sent: Tuesday, August 18, 2009 6:14 PM To: IBM-MAIN@bama.ua.edu Subject: The Death of Servers and Software Hewlett-Packard reported its 3Q earnings earlier today: http://h30261.www3.hp.com/phoenix.zhtml?c=3D71087p=3Dirol-newsArticle= ID=3D1322129 A few highlights: 1. Industry standard server revenues are down 21% (quarter, year to year). And it's not a single quarterly fluke: revenues are also down ov= er 24% (nine months, year to year). These are the Intel/AMD X86 servers. Clearly this means that X86 servers are dead. And because they are industry standard, that obviously means the entire standard server industry is dead. 2. Non-industry standard server ... oh, sorry... Business critical server revenues are down over 30% (quarter, year to year). And it's no= t a single quarterly fluke: revenues are also down over 25% (nine months, y= ear to year). These are almost all Intel Itanium-based servers running HP/U= X (UNIX) plus a few NonStop Kernel (NSK) servers. Clearly this means that= distributed UNIX and NSK servers are even more dead. 3. HP doesn't break out profit (earnings from operations) separately = for these two units, but for the overall Enterprise Storage and Servers division, profits were down 34.5% (quarter, year to year) and a whoppin= g 46% (nine months, year to year). Clearly since the profit is declining = even faster than sales, HP server RD investment is really, really dead. Whi= ch fits, actually: there hasn't been a new Itanium CPU sincewhen was t= hat again? (Anybody remember?) 4. Perhaps services and software will help fill the gap? HP doesn't actually produce too much software, and anyway that business was down t= oo (22% for the quarter, year to year; 15% for the nine months, year to ye= ar). So obviously software is dead. The EDS acquisition makes services comparisons hard for now, so more time is needed before deciding that's= dead. SNIP I guess this means I should throw out my laptop, file server, etc. at home as well. Long live COBOL. Regards, Steve Thompson -- Opinions expressed by this poster may not reflect those held by poster's employer -- -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
Re: The Death of Servers and Software
I'll drink to that! But, then, I'll drink to most anything :-) -Original Message- From: IBM Mainframe Discussion List [mailto:ibm-m...@bama.ua.edu] On Behalf Of Rick Fochtman Sent: Tuesday, August 18, 2009 8:37 PM To: IBM-MAIN@bama.ua.edu Subject: Re: The Death of Servers and Software Couldn't happen to a nicer crowd. (Sarcasm intended!) :-) Rick - Timothy Sipples wrote: Hewlett-Packard reported its 3Q earnings earlier today: http://h30261.www3.hp.com/phoenix.zhtml?c=71087p=irol-newsArticleID=1322129 A few highlights: 1. Industry standard server revenues are down 21% (quarter, year to year). And it's not a single quarterly fluke: revenues are also down over 24% (nine months, year to year). These are the Intel/AMD X86 servers. Clearly this means that X86 servers are dead. And because they are industry standard, that obviously means the entire standard server industry is dead. 2. Non-industry standard server ... oh, sorry... Business critical server revenues are down over 30% (quarter, year to year). And it's not a single quarterly fluke: revenues are also down over 25% (nine months, year to year). These are almost all Intel Itanium-based servers running HP/UX (UNIX) plus a few NonStop Kernel (NSK) servers. Clearly this means that distributed UNIX and NSK servers are even more dead. 3. HP doesn't break out profit (earnings from operations) separately for these two units, but for the overall Enterprise Storage and Servers division, profits were down 34.5% (quarter, year to year) and a whopping 46% (nine months, year to year). Clearly since the profit is declining even faster than sales, HP server RD investment is really, really dead. Which fits, actually: there hasn't been a new Itanium CPU sincewhen was that again? (Anybody remember?) 4. Perhaps services and software will help fill the gap? HP doesn't actually produce too much software, and anyway that business was down too (22% for the quarter, year to year; 15% for the nine months, year to year). So obviously software is dead. The EDS acquisition makes services comparisons hard for now, so more time is needed before deciding that's dead. Yes, servers, software, and perhaps even services are dead. Everything is dead. Thus I suggest unplugging every HP X86, distributed HP/UX, and NonStop Kernel server you own, now, before it's too late. I'm also looking forward to reading Computerworld's article tomorrow about the death of HP servers, and the grave and ever-deepening threat to HP server RD. A story which of course they have been printing for several quarters given the *actual* continuing death of HP servers (that mostly run non-HP software, as it happens). Right? Speaking only for myself. And Computerworld. - - - - - Timothy Sipples IBM Consulting Enterprise Software Architect Based in Tokyo, Serving IBM Japan / Asia-Pacific E-Mail: timothy.sipp...@us.ibm.com -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html NOTICE: This electronic mail message and any files transmitted with it are intended exclusively for the individual or entity to which it is addressed. The message, together with any attachment, may contain confidential and/or privileged information. Any unauthorized review, use, printing, saving, copying, disclosure or distribution is strictly prohibited. If you have received this message in error, please immediately advise the sender by reply email and delete all copies. -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
Re: The Death of Servers and Software
ComputerWorld magazine has been a joke for many years now. It used to be good back in the 80's/90's but MicroSoft's pocketbook is a big one. I haven't bothered to read it for quite a long time now. On Tue, Aug 18, 2009 at 4:14 PM, Timothy Sipples e99...@jp.ibm.com wrote: Hewlett-Packard reported its 3Q earnings earlier today: http://h30261.www3.hp.com/phoenix.zhtml?c=71087p=irol-newsArticleID=1322129 A few highlights: 1. Industry standard server revenues are down 21% (quarter, year to year). And it's not a single quarterly fluke: revenues are also down over 24% (nine months, year to year). These are the Intel/AMD X86 servers. Clearly this means that X86 servers are dead. And because they are industry standard, that obviously means the entire standard server industry is dead. 2. Non-industry standard server ... oh, sorry... Business critical server revenues are down over 30% (quarter, year to year). And it's not a single quarterly fluke: revenues are also down over 25% (nine months, year to year). These are almost all Intel Itanium-based servers running HP/UX (UNIX) plus a few NonStop Kernel (NSK) servers. Clearly this means that distributed UNIX and NSK servers are even more dead. 3. HP doesn't break out profit (earnings from operations) separately for these two units, but for the overall Enterprise Storage and Servers division, profits were down 34.5% (quarter, year to year) and a whopping 46% (nine months, year to year). Clearly since the profit is declining even faster than sales, HP server RD investment is really, really dead. Which fits, actually: there hasn't been a new Itanium CPU sincewhen was that again? (Anybody remember?) 4. Perhaps services and software will help fill the gap? HP doesn't actually produce too much software, and anyway that business was down too (22% for the quarter, year to year; 15% for the nine months, year to year). So obviously software is dead. The EDS acquisition makes services comparisons hard for now, so more time is needed before deciding that's dead. Yes, servers, software, and perhaps even services are dead. Everything is dead. Thus I suggest unplugging every HP X86, distributed HP/UX, and NonStop Kernel server you own, now, before it's too late. I'm also looking forward to reading Computerworld's article tomorrow about the death of HP servers, and the grave and ever-deepening threat to HP server RD. A story which of course they have been printing for several quarters given the *actual* continuing death of HP servers (that mostly run non-HP software, as it happens). Right? Speaking only for myself. And Computerworld. - - - - - Timothy Sipples IBM Consulting Enterprise Software Architect Based in Tokyo, Serving IBM Japan / Asia-Pacific E-Mail: timothy.sipp...@us.ibm.com -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html -- Guy Gardoit z/OS Systems Programming -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
Re: The Death of Servers and Software
On 18 Aug 2009 16:52:49 -0700, zosw...@gmail.com (P S) wrote: Nicely put! Yes. The problem is in tightly defining information functions such as server. And this is particularly a problem for us who are categorized as being Mainframe people. Looking for a particular technology for server functions (or database functions, or whatever), is going to find particular technologies, whether or not those technologies are the best for our needs. A narrow focus makes management not see when their old Mainframe technology is not as expensive as they thought, especially with new privacy and security needs, and old reliability needs. -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
The Death of Servers and Software
Hewlett-Packard reported its 3Q earnings earlier today: http://h30261.www3.hp.com/phoenix.zhtml?c=71087p=irol-newsArticleID=1322129 A few highlights: 1. Industry standard server revenues are down 21% (quarter, year to year). And it's not a single quarterly fluke: revenues are also down over 24% (nine months, year to year). These are the Intel/AMD X86 servers. Clearly this means that X86 servers are dead. And because they are industry standard, that obviously means the entire standard server industry is dead. 2. Non-industry standard server ... oh, sorry... Business critical server revenues are down over 30% (quarter, year to year). And it's not a single quarterly fluke: revenues are also down over 25% (nine months, year to year). These are almost all Intel Itanium-based servers running HP/UX (UNIX) plus a few NonStop Kernel (NSK) servers. Clearly this means that distributed UNIX and NSK servers are even more dead. 3. HP doesn't break out profit (earnings from operations) separately for these two units, but for the overall Enterprise Storage and Servers division, profits were down 34.5% (quarter, year to year) and a whopping 46% (nine months, year to year). Clearly since the profit is declining even faster than sales, HP server RD investment is really, really dead. Which fits, actually: there hasn't been a new Itanium CPU sincewhen was that again? (Anybody remember?) 4. Perhaps services and software will help fill the gap? HP doesn't actually produce too much software, and anyway that business was down too (22% for the quarter, year to year; 15% for the nine months, year to year). So obviously software is dead. The EDS acquisition makes services comparisons hard for now, so more time is needed before deciding that's dead. Yes, servers, software, and perhaps even services are dead. Everything is dead. Thus I suggest unplugging every HP X86, distributed HP/UX, and NonStop Kernel server you own, now, before it's too late. I'm also looking forward to reading Computerworld's article tomorrow about the death of HP servers, and the grave and ever-deepening threat to HP server RD. A story which of course they have been printing for several quarters given the *actual* continuing death of HP servers (that mostly run non-HP software, as it happens). Right? Speaking only for myself. And Computerworld. - - - - - Timothy Sipples IBM Consulting Enterprise Software Architect Based in Tokyo, Serving IBM Japan / Asia-Pacific E-Mail: timothy.sipp...@us.ibm.com -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
Re: The Death of Servers and Software
Nicely put! On Tue, Aug 18, 2009 at 7:14 PM, Timothy Sipplese99...@jp.ibm.com wrote: Hewlett-Packard reported its 3Q earnings earlier today: snip -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
Re: The Death of Servers and Software
e99...@jp.ibm.com (Timothy Sipples) writes: Yes, servers, software, and perhaps even services are dead. Everything is dead. Thus I suggest unplugging every HP X86, distributed HP/UX, and NonStop Kernel server you own, now, before it's too late. there have been a number of articles over the past year or so that server virtualization consolidation (especially by the high volume customers) could result in major discontinuity in the server market. with 10:1 server consolidation there possibly is 10:1 long-term decline in server market revenues ... since large volume operations are making ten times increased productivity of their hardware (using virtualization to get 10:1 server consolidation) ... so they would only need 1/10th as much hardware (as they had required in the past ... which had got them in situation where they had humongous numbers of servers with 10% utilization or less, creating the 10:1 server consolidation opportunity). during transition phase ... server sales might even drop to zero ... in the period that large volume operations possibly are finding they can consolidate all their operations onto 1/10th the number of servers ... there could be a long period where they are able to use the remaining, idle 90% of the servers (that had been moved off of) ... for new applications ... in lieu of having to buy new servers. Until new uses have been found for that potential 90% of current, idle server install base (that has freed up with 10:1 server consolidation from virtualization) ... server purchases possibly drop to zero. -- 40+yrs virtualization experience (since Jan68), online at home since Mar1970 -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
Re: The Death of Servers and Software
Everything is going to the cloud now. It's the new buzzword so everything else has to die to accommodate The Cloud. -- Ian http://www.cicsworld.com -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
Re: The Death of Servers and Software
Couldn't happen to a nicer crowd. (Sarcasm intended!) :-) Rick - Timothy Sipples wrote: Hewlett-Packard reported its 3Q earnings earlier today: http://h30261.www3.hp.com/phoenix.zhtml?c=71087p=irol-newsArticleID=1322129 A few highlights: 1. Industry standard server revenues are down 21% (quarter, year to year). And it's not a single quarterly fluke: revenues are also down over 24% (nine months, year to year). These are the Intel/AMD X86 servers. Clearly this means that X86 servers are dead. And because they are industry standard, that obviously means the entire standard server industry is dead. 2. Non-industry standard server ... oh, sorry... Business critical server revenues are down over 30% (quarter, year to year). And it's not a single quarterly fluke: revenues are also down over 25% (nine months, year to year). These are almost all Intel Itanium-based servers running HP/UX (UNIX) plus a few NonStop Kernel (NSK) servers. Clearly this means that distributed UNIX and NSK servers are even more dead. 3. HP doesn't break out profit (earnings from operations) separately for these two units, but for the overall Enterprise Storage and Servers division, profits were down 34.5% (quarter, year to year) and a whopping 46% (nine months, year to year). Clearly since the profit is declining even faster than sales, HP server RD investment is really, really dead. Which fits, actually: there hasn't been a new Itanium CPU sincewhen was that again? (Anybody remember?) 4. Perhaps services and software will help fill the gap? HP doesn't actually produce too much software, and anyway that business was down too (22% for the quarter, year to year; 15% for the nine months, year to year). So obviously software is dead. The EDS acquisition makes services comparisons hard for now, so more time is needed before deciding that's dead. Yes, servers, software, and perhaps even services are dead. Everything is dead. Thus I suggest unplugging every HP X86, distributed HP/UX, and NonStop Kernel server you own, now, before it's too late. I'm also looking forward to reading Computerworld's article tomorrow about the death of HP servers, and the grave and ever-deepening threat to HP server RD. A story which of course they have been printing for several quarters given the *actual* continuing death of HP servers (that mostly run non-HP software, as it happens). Right? Speaking only for myself. And Computerworld. - - - - - Timothy Sipples IBM Consulting Enterprise Software Architect Based in Tokyo, Serving IBM Japan / Asia-Pacific E-Mail: timothy.sipp...@us.ibm.com -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html -- For IBM-MAIN subscribe / signoff / archive access instructions, send email to lists...@bama.ua.edu with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
