International Business Machines Corporation Message Board

yeah that is the real deal

In the beginning IBM gave away software to support the mainframe business - now it's close to be turned upside down: giving away mainframes to support the software/service business.
IBM will never give up the mainframe business because it is a vital vitamin for the rest of the business.

Actually the opposite is happening. Two or three companies will be selling the entire stack from hardware to application software and everything in between including services.

Sentiment: Buy

lol no.

You mean John Opel , right ... IBM"S decision to exit hardware goes back to mid 80's .....
once the margins shrink on mainframes / servers , that production will get jobbed out .... they'll make
the chips , and continue with heavy R&D .....

while they never announce such , there should soon be a huge cost reduction in big iron , as the
chip packing completes the migration to organic packaging for the powerful chips .. should be
coming in the next 2 years .... that may save what remnants of hardware IBM currently has ...
but really , IBM could do quite well by just giving away the hardware and providing software / services ...

Once IBM gets a real handle on the carbon nanotubes , you will probably see IBM build their
own massive center , run from the cloud , and finally acheive 40 years of vision ... making computing
a utility ...

does that mean they're getting out of the meat scale business too?

do you have a link for this? I just came back from a trip so I'm not aware of this 'hot' news.

are you sure ??????????????????