I have previously posted links to articles indicating that IBM is looking to sell off its chip fabrication business. The article above points out that IBM never really wanted to get into the chip business in the first place but needed to do so as their mainframe and midrange systems were emerging and needed the support. It does not seem likely that IBM will sell off its R&D and chip engineering and design groups but will instead license their designs to partners to manufacture for them.
According to the article above along with other articles, IBM is changing. The primary sources of income at IBM today are Services ($38.6 billion) and Software ($25.9 billion). Compare that to total hardware revenues from Systems and Technology Group (mainframes AND all Power Systems) of $4.3 Billion which was down 26% from prior year.
Then take a look at Cloud revenues at $4.4 Billion (greater than hardware sales) with a growth of 69% year to year from about $2.9 Billion with a continued outlook for growth!
Perhaps Watson, Sr. was right when he said that the world would only need 3 or 4 computers... maybe no one needs a computer and everyone should rent resources in the cloud!
I am told from reliable sources that Ginny Rommetty is telling employees that Cloud, Services, and Software are where IBM is headed!
So if you are an IBM i customer, what are you doing to move forward and prepare should IBM withdraw the system and the IBM i operating system? My advice: BE PREPARED, get rid of your RPG apps and be ready to move off the platform.
Read the original at Bob Cancilla on IBM i.