Thread regarding IBM layoffs

whats Ibms "hybrid cloud" strategy?

From what I gather, IBM's "hybrid cloud" strategy is to convert (deploy) all software they're selling into RH openshift containers and sell them to clients by marketing it as applications that can transfer data to/from mainframes to public cloud.

Problem though is:

  1. Ibm doesn't have successful public cloud (this point is connected to the whole cloud story)
  2. Clients who run RH OCP have to pay for two things: rh ocp licence + public cloud fees (think aws, azure,gcp etc.)

Now these cloud companies namely amazon, MS and Google easily provide competitors for such apps that run for free on kubernetees which is free and can integrate well with their platform since they're the ones making those container apps.

So legitimate question is without a successful public cloud who is going to buy anything related to RH OCP which ibm sells except for mainframe and related software.

So this "hybrid cloud" is just a new story that ibm wants the world to believe but this seems fake with no public cloud strategy.

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Post ID: @OP+17pQXRul

6 replies (most recent on top)

Thank you for confirming what anyone on the GBS or GTS side who’s in front of clients all day have been saying ever since this id–tic OpenShift Everywhere stuff started. But god forbid they listen to us giving the voice of the customer, they would rather navel-gaze.

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Post ID: @1xpt+17pQXRul

I am sure there were many discussions in the boardroom: the top-level executives are not dumb, they've recognized that cloud computing is an existential challenge to the company years ago. But collectively they've decided to take the action (or inaction) which leads to the current situation. Perhaps some day one of them will tell the world how these fateful decisions were made.

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Post ID: @1qsg+17pQXRul

Brutal assessment of IBM on the Platformonomics.com site. Why wasn't IBM doing brutal self-assessments of itself like this back in 2013 timeframe? It seems like there was a huge collection of yes men and political infighters at IBM that have led IBM to the current existential business crisis. It's almost as if IBM was involved in a major self-sabotage of its future and couldn't get out of its own way to make the necessary changes to compete in the new world of cloud. It wasn't for lack of money or access to capital or lack of access to other resources.

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Post ID: @1nok+17pQXRul

Move 30-year-old software to a Kubernetes container....voila, Cloud revenue! It’s like financial magic.

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Post ID: @smp+17pQXRul

@yiu Thanks for that link, that was a really good article.

So ibms hybrid cloud play had some sort of role for cheap services baked in, well isn't that gone too with this newco breakup?

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Post ID: @kzb+17pQXRul

A lollipop to comfort existing mainframe customers, so that their CIOs can justify keeping the mainframes.

https://www.platformonomics.com/2019/07/a-very-cold-take-on-ibm-red-hat-and-their-hybrid-cloud-hyperbole/

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Post ID: @yiu+17pQXRul

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