So the new numbers are out...
According to the SEC filing : "Revenues from Information Management software, which enables clients to leverage information on demand, decreased 4 percent. " So what slipped? Did IDS have their 'double digit' growth? So what happened? _________________________________________________________________ Windows Live™ SkyDrive™: Get 25 GB of free online storage. http://windowslive.com/online/skydrive?ocid=TXT_TAGLM_WL_SD_25GB_062009
On 17 Jul., 02:32, Ian Michael Gumby <im_gu...@hotmail.com> wrote: > According to the SEC filing : > "Revenues from Information > Management software, which enables clients to leverage information on demand, > decreased 4 percent. " > > So what slipped? Did IDS have their 'double digit' growth? > > So what happened? > > _________________________________________________________________ > Windows Live™ SkyDrive™: Get 25 GB of free online storage.http://windowslive.com/online/skydrive?ocid=TXT_TAGLM_WL_SD_25GB_062009 We will probably never know... My theory is that presumably most of the key products of IBM Information Management (IDS and DB2 included) had their losses. Beside the economic crisis, this is probably due to IBM's "excellent", non-product related, marketing initiative/ program called "Smarter Planet". Hopefully IBM's upper management wakes up now and stops this absurd waste of money and moves to a more product-related marketing strategy that emphasizes on the key products of Information Management. We will see. But my hope for a real change in IBM's marketing strategy is not that strong (:-
You have to put this in context with other companies in the same space who have reported. Cheers Serge -- Serge Rielau SQL Architect DB2 for LUW IBM Toronto Lab
No Serge, I don't. Using the economy as an excuse may placate the simple minds like yours, but if you look at competitors, they're doing well and are taking risks. Oracle buying Sun is a risk, however if properly managed, will make Oracle a much stronger company than the two. (1+1=3) in this case. But I've spoken with a lot of different people in different industry segments. IBM is the vendor of last choice. Since IBM brands everything as IBM, when one division royally fscks up something big, it impacts the company as a whole. To give you an example... Merchants Exchange. Not a big news item, except that many, many people in the Chicago Trading industry know about it and its a big red flag for IBM. (IBM is a vendor of last choice.) Also I spoke with my friends who are at Sun accounts. Why do you think they panicked when IBM made their offer? Why do you think they applauded Oracle and view them as the white knight? IBM needs the 'white space'. IBM can't continue to sell in to their existing market space and expect to grow. Here's the bigger issue... IBM moving a lot of work to lower cost labor countries. Do you not think that customers of IGS's outsourcing don't notice this and when it comes time to renegotiate their big contracts, you'll see a contraction in price along with other companies like CSC getting a second look? Sam P is cheapening the brand. It will cause further decline in revenues and customer sat. Ironically while Informix ranks highest in customer sat, IGS ranks as one of the lowest. Go figure. Add to this the fact that IBM has been outed as artificially keeping the price of MIPS high for DB2 et al, and that major, major IBM shops are in the process of migrating DB2 off the mainframe to either Oracle or Microsoft, you'll see further revenue reduction for IM. (Don't believe me? Then get out of Markham and spend a year in the field as a grunt.) Oh it gets worse Serge. IBM still leads with DB2, in spite of all of the statements from Jerry K. IBM still ignores opportunities where if they put skin in the game, they can win using IDS. Like I've said, I've talked with a lot of different people, some of which would amaze you because they won't admit to talking with me in public. ;-) -G > From: srielau@ca.ibm.com > Subject: Re: So the new numbers are out... > Date: Fri, 17 Jul 2009 07:56:03 -0400 > To: informix-list@iiug.org > > You have to put this in context with other companies in the same space > who have reported. > > Cheers > Serge > -- > Serge Rielau > SQL Architect DB2 for LUW > IBM Toronto Lab > _______________________________________________ > Informix-list mailing list > Informix-list@iiug.org > http://www.iiug.org/mailman/listinfo/informix-list _________________________________________________________________ Hotmail® has ever-growing storage! Don’t worry about storage limits. http://windowslive.com/Tutorial/Hotmail/Storage?ocid=TXT_TAGLM_WL_HM_Tutorial_Storage_062009