Monday, January 20, 2014

Small Blue and the Bonsai Datacenter | Platformonomics

Final paragraph of the latest Charles Fitzgerald IBM reality check; tangentially, also see IBM Revives Effort to Sell Low-End Server Business (WSJ)

"IBM is damned if they do, damned if they don’t. If they accelerate the move to cloud, they will undercut their existing business and miss their sacred financial roadmap. If they don’t, everyone else will partition up their existing business. Maybe they can thread that needle, but IBM has not shown any reason to believe they can successfully catch up to and compete with the leaders in cloud computing. Bonsai datacenters show IBM wants (or needs) to compete on the cheap."
Small Blue and the Bonsai Datacenter | Platformonomics

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