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The article quotes an analyst at the end: "IBM's troubles are indicative of bad news for the whole technology business". A terribly poor & overreaching conclus
by jwilliams 14y ago
The article quotes an analyst at the end: "IBM's troubles are indicative of bad news for the whole technology business".
A terribly poor & overreaching conclusion. It's an odd quote to single out in your conclusion too. The x86 server market is actually growing. What's down is IBM's share of that and more importantly the margin they're able to extract.
What is happening is that it's getting so big that it's increasingly commoditized. People are still buying hardware.
IBM is the biggest player in the x86 server market, but their share and margin is in decline. They still make great margins & growth on z-series.