The more I hear about Polar (CIO Networking offering) for IBM consulting and IBM consulting customers, the more I’m starting to wonder if this is some prep work for selling off IBM Consulting GTS style. Any thoughts on this?
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Not saying IBM consulting is following the strategy, BUT the CFO and CEO have implemented a strategy that they have repeated multiple times to wall street and their shareholders One division feeds the next
“The kicker: CFO James Kavanaugh said a couple of years ago, "[For every $1 worth of business on a hybrid cloud platform], another $3 to $5 is
spent on software and another $6 to $8 on the cloud services." In other words, sales of hardware drive long-term software and consulting revenue, yet IBM's unique software and consulting offerings also drive hardware sales. It's a self-powering virtuous cycle.”
@1nfy+1kaTh8sb Except IBM Consulting rarely recommends IBM Technology products to clients. 80% of what IBM Consulting does has absolutely nothing to do with Mainframes, Red Hat, or IBM SW. The other 20% is the AMS system support stuff. IBM Consulting is very much trying to be a tech-agnostic general consultancy like Accenture.
Consulting is the best place to cook the books.
IBM can’t afford to sell consulting. Who would recommend Hybrid/Redhat/Mainframe solutions if not IBM consulting. IBM is betting the company on a Hybrid/Redhat strategy that focuses on Mainframe. IBM consulting is integral to that strategy. Remember the NEW IBM strategy. Each division feeds the next. Infrastructure builds the HW that runs IBM’s monopoly SW. SW modernizes the legacy SW that runs on what infrastructure builds. Consulting recommends / markets / partners with the modernized SW solutions that SW has developed. Rinse/repeat It’s a very nice strategy with each division creating opportunity for the next. The best part is the Fortune 500 is buying it, as it’s a whole lot less risky to modernize vs rip and replace.
From https://www.polarsystems.com/about-us/
"In 1993, Charlie Tragesser purchased Polar Systems following a successful twenty-two year career in sales, marketing and general management with the IBM Corporation."
Maybe he's "coming home??" (Fool me once, etc.)
Polar vortex?
WTF is Polar?