Comments on: The Horizontal And Vertical Platforms Of Big Blue https://www.nextplatform.com/2021/01/22/the-horizontal-and-vertical-platforms-of-big-blue/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Mon, 01 Feb 2021 16:59:27 +0000 hourly 1 https://wordpress.org/?v=6.5.5 By: Timothy Prickett Morgan https://www.nextplatform.com/2021/01/22/the-horizontal-and-vertical-platforms-of-big-blue/#comment-159614 Mon, 25 Jan 2021 18:04:50 +0000 http://www.nextplatform.com/?p=137759#comment-159614 In reply to Eric Olson.

I agree on all fronts. That was not meant to be what I thought the probable scenario was–but the one they were looking at as they contemplated the deal. This is the best possible case scenario. I think it far more likely that the resulting “systems” business remains flat and slightly less profitable over time. But guessing the future is hard. I just wanted to show the shape of what might be, and what drove this deal and how IBM will drive itself.

]]> By: Eric Olson https://www.nextplatform.com/2021/01/22/the-horizontal-and-vertical-platforms-of-big-blue/#comment-159447 Sat, 23 Jan 2021 07:36:31 +0000 http://www.nextplatform.com/?p=137759#comment-159447 Assuming exponential growth for RedHat over the next ten years sounds implausible to me as does a linear decline in Power and other stuff. While I don’t know what will happen, I’m pretty sure it won’t be that.

As far as I can tell IBM is in an awful mess and spending billions in RedHat may have made things worse.

I wonder what would happen if they stamped the name IBM on some reasonably designed EPYC server and shipped it with a lifetime license for RedHat preinstalled.

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