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| schestowitz[TR2] | https://www.thelayoff.com/t/1jm6g9zx1 | Feb 17 02:57 |
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| -TechBytesBot/#techbytes- ( status 403 @ https://www.thelayoff.com/t/1jm6g9zx1 ) | Feb 17 02:57 | |
| schestowitz[TR2] | "" | Feb 17 02:57 |
| schestowitz[TR2] | Actually revenue is growing in SW group via buying innovation and taking on debt, but revenue is shrinking in legacy infrastructure. Consulting is a wash. Because SW group has 80% margins, Wall Street has fallen in love with IBM again. Can IBM keep it up? Most likely yes because the business cycle is turning to their favor (eg new mainframe and P11 in 2025) Business cycles in IBM tend to run hot for 6-7 quarters, thus IBM’s FCF i | Feb 17 02:57 |
| schestowitz[TR2] | ncrease for 2025 and most likely for 2026. | Feb 17 02:57 |
| schestowitz[TR2] | " | Feb 17 02:57 |
| schestowitz[TR2] | " | Feb 17 02:58 |
| schestowitz[TR2] | Remember Disney replacing all their I/T folks with H1Bs? | Feb 17 02:58 |
| schestowitz[TR2] | Pepperidge Farm remembers. | Feb 17 02:58 |
| schestowitz[TR2] | " | Feb 17 02:58 |
| schestowitz[TR2] | https://www.thelayoff.com/t/1jm7ykxpj | Feb 17 02:58 |
| schestowitz[TR2] | <li> | Feb 17 08:45 |
| schestowitz[TR2] | <h5><a href="https://www.theregister.com/2025/02/16/open_source_maintainers_state_of_open/">Open source maintainers are feeling the squeeze</a></h5> | Feb 17 08:45 |
| schestowitz[TR2] | <blockquote> | Feb 17 08:45 |
| schestowitz[TR2] | <p>Sophia Vargas, an analyst and researcher for open source programs and operations at Google, told The Register that "Absolutely" maintainers were under pressure. Vargas added that the pressure was "both systematically and at the individual community level. </p> | Feb 17 08:45 |
| schestowitz[TR2] | <p> "Many participants in open source feel that open source projects are chronically undersupported, especially given the growing appetite for using open source software. </p> | Feb 17 08:45 |
| schestowitz[TR2] | </blockquote> | Feb 17 08:45 |
| schestowitz[TR2] | </li> | Feb 17 08:45 |
| schestowitz[TR2] | Feb 17 08:45 | |
| -TechBytesBot/#techbytes-www.theregister.com | Open source maintainers are feeling the squeeze • The Register | Feb 17 08:45 | |
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| schestowitz[TR2] | https://www.thelayoff.com/t/1jm6g9zx1 | Feb 17 18:52 |
| schestowitz[TR2] | " I believe you are not taking into account IBM’s SW strategy of buying innovation vs developing it. IBM has bought a pile of companies (approx 21) since the 2019 purchase of redhat, and they all compliment the strategy of growing SW group and its 90% margins. | Feb 17 18:52 |
| schestowitz[TR2] | Remember IBM is really | Feb 17 18:52 |
| schestowitz[TR2] | Consulting = find enterprise opportunities and cultivate and integrate IBM SW solutions | Feb 17 18:52 |
| schestowitz[TR2] | Infrastructure = provide unique enterprise HW solutions that IBM SW runs on | Feb 17 18:52 |
| schestowitz[TR2] | SW = provide unique enterprise SW solutions that make IBM money " | Feb 17 18:52 |
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