https://seekingalpha.com/article/4333975-ibms-main-asset-is-can-sell-red-hats-offerings
7 replies (most recent on top)
@qff+ - I very much agree with you but you sound like you're putting a lot of faith in the lies of someone else. I joined Red Hat over 15yrs ago. Back when true innovation, driving sense of doing what's right for the industry/community is what mattered. Look at the most recent VP that joined RH's ranks right before the IBM takeover. She came from IBM and one of the first actions she did was implement IBM practices. IBM bought RH. Right now IBM is letting the innocent, glossy eyed, think they are the ones in charge. What matters is show and false slide decks to keep everyone motivated and on-board. This isn't working everywhere though as there is a lot of RH jumping ship but you'll never hear management admit it.
Oje. Exactly THINK. Who’s strategy is marching forward. Agile, Softlayer, Watson health, CAMSS ? Nope. Redhat strategy is marching forward. What Exec’s are retiring/leaving. Redhat? Nope IBM exec’s are leaving. Redhat’ s strategy is getting fulling adopted by IBM and IBM’s non-performing strategy is getting thrown overboard.
The IBM board ran out of patience with the current Exec teams strategy and foolish purchases. They approved the Redhat buy because it brought in new blood, new ideas, and a new strategy. This is how you clean house when you have destroyed 50% of the shareholders value
id–t saying IBM bought RH to run IBM...where do they find these losers? THINK!
Who bought whom?
GTA. Doesn’t what you say sound just like a play for IBM’s wheelhouse
GBS =consulting on cloud/RH
GTS = perform on RH/ IBM HW
Cognitive = modernize / rewrite on RH
Systems = where it all runs on proprietary HW
EG RH strategy wins with IBM strategy moving to the background
@rfn+ agree in your summary for sure. Keep in mind though what you are getting. Children with a childlike mindset that centers around Instagram and marketing more than the truth. RH will not even acknowledge internally, much less publicly, that their ideals of a "meritocracy" is nothing but a smoke screen. The company now is light years different than it was 12 years ago when this was something important. Their main product (which isn't the OS btw) is such a mess of code and wires that it takes a RH developer to run it. Maybe that's by design? They tried to sell their OS that anyone could run with the promise of support. Now maybe its the idea of selling something that you MUST hire RH to run.
Ajy. I can not argue with your observations, BUT remember this. IBM bought Redhat to change their trajectory It literally boils down to Redhat taking over IBM, and not vice versa strategy wise. This is very very similar to valuejet buying air tran after the valuejet Crash, and adopting their name and strategy. The IBM Exec team is not asking Redhat to change, but rather the IBM team to change. Like it or not, that’s the path they are on
We can only prop up Red Hat for so long. Their team is largely incompetent and they don't have any real connections to any IBM clients. They're a transactional business who is going to absorb by the software group whether they like it or not. There's no other path. They have literally nothing to offer.