IBM is after all a company about "machines". It will a sad day when IBM no longer makes machines, but instead is a pure software play. I've long touted and had faith in IBM, not least in 100+ years of R&D and financial excellence.
Not to be cute, but I feel IBM will be in deep jeopardy if this comes to pass. Ironically, Watson was realized with IBM Power chips. I feel that this electric engineering centric mentality is the least common denominator in producing seminal R&D: be it electrical engineer, math, or pure computer science.
I might be wrong, but I think IBM management has it very wrong on this.
IBM has for years been selling commodity business such as clocks (1950's) and PC's. In retrospect its usually the correct decision. When it sells its businesses the manpower goes with it. Most who have gone with the new owners have advanced better than they would if they had stayed with IBM
What a pure load of BS.
Do you ever bother to read some of the unfounded and unsubstantiated bull you write?
Go on and try to give even a tiny shred of proof to your ignorant claim.
Bob, are you saying that low level computing production is now a commodity? In my view, seminal computer science innovation is anchored in memory, storage, and especially computing machines, which is not a commodity. I'd argue that the software is a derivative of all these physical components.
IBM has long been in the fore front of creating better and ever evolving Von Neumann machines. Why give this up? It might be costly in R&D, but it consistently produces the kind of innovation that has kept IBM in business for 100+ years.
There are frontiers in adapting biological systems, quantum computing, and nanotechnology for improving Von Neumann machines. This is IBM heritage and where IBM should remain.
ALL the board cares about, all that IBM management cares about, all that Ginny one-step wants, is SHAREHOLDER VALUE. NOTHING else matters. NOTHING. This firm will sell anything, fire anyone, gut itself alive to maximize shareholder value and then, one day, there will be nothing left and there will be no shareholder value at all.
"ALL the board cares about"
All you do is carp about IBM -- it wouldn't matter what IBM mgt does because it would be wrong with you.
Your posts are really all the same -- they read that you hate IBM for screwing up your career.
You have a big Blue fetish.
The articles about this topic are written by morons. IBM is looking to outsource the manufacturing of the chips and retain the engineering of them. IBM is simply entering the 21st century and it's about time. Every other tech company already does this.
What does "retention of engineering" mean? Will IBM engineers still have the physical labs & materials that go into machine based R&D? Is this R&D so neatly delineated with subsequent manufacturing, the latter which involves its own bit of innovation?
If this is the case, then outsourcing "manufacturing" might not be a negative. Obviously I'm a bit skeptical.
Lastly, isn't there a risk in delivering specs to others?
What about SOI? What about Si-Ge?? What about Cu wiring? What about imbedded DRAM? All these are ( or were ) differentiaters available only on IBM manufactured parts. It is very unlikely that IBM will be able to get a foundry to develop stuff like that for the fairly modest fab load required for IBM only chips. The execs might think they can continue doing design in house and outsource the build, but it won't work. Sell the chip fabs and might as well change the name from IBM to IB.