Thread regarding IBM layoffs

@4bxm+19EnSIQT
10X Revenue potential is wishful thinking. Open Shift might be a great product, but they're not going to sell an Open Shift license for every existing RHEL license. No way. Not everything needs to run in a container. Containers don't require K8s. There are plenty of other K8s distros besides Open Shift. Sure the math looks good in a spreadsheet, but will not actually happen.

@1wpn+19EnSIQT - the observation about revenue potential from RH is well made. One thing that stood out from one of the very first video chats between Ginni and JW was that Ginni was very bullish about Open Shift and Jim was ultra cautious saying (to paraphrase) “it’s early days”. That got me a bit worried about where the strategy was headed...

Wow. Talk about k–ling 2 birds with one stone ..

I'm 10X more worried about IBM's future after reading that article.

Almost all of RH's revenue is RHEL. Open Shift is barely a rounding error.

Open Shift is priced at 10X of RHEL on a per server basis. Assume we can sell an Open Shift license for every server running RHEL then that's 10X RH current revenue. RH = RHEL = $4B. Open Shift = 10 X RH (all RHEL) = $40B.

First person to spot the GLARING flaw in that analysis gets a cookie.

Heaven help us all.

If you read the article he suggests a 10X adder vs Redhat’s LINUX SW stream due to Openshift and Ansible streams being applied to the legacy. If true, you can rough estimate where IBM is heading. 10X of Redhat revenue, and headcount That equates to 40 billion when applied to IBM and approx 150-160k headcount. (Redhat when purchased had 15-16k worldwide heads) IBM will mine the legacy to make up the additional 10-15 billion that they are forecasting for Hybrid IBM (54 billion total) when the transformation is done. That means a whole lot of shrinking has to happen.

Just reading what JW is trying to say gives me a headache.... This guy needs to learn how to talk!

Fluff, that’s where raises and bonuses go. Paying for fluff.