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| schestowitz[TR2] | https://www.thelayoff.com/t/1krgt1x6e | May 18 06:43 |
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| schestowitz[TR2] | ". Yes it’s easy to put Consulting in the cross hairs, BUT they have brought that on themselves. Consulting as an industry has changed. When Gerstner decided to move into consulting, it primarily provided value for knowledge. Today only about 20% of any consulting company provides value for knowledge. 80% is just perform (coding, repeatable tasks, back office, etc etc). It’s the relentless march of generate revenue even if | May 18 06:43 |
| schestowitz[TR2] | it’s not profitable and hope to outlast your competitors. Yep 80% has moved to a commodity service organization, not contributing to generating free cash flow but just supporting the employee base. That 80% is not being innovative, but rather just treading water. It’s time to take a hard look at consulting and get back to its original roots (delivering value for knowledge) | May 18 06:43 |
| schestowitz[TR2] | Infrastructure suffers from several “misses” with Cloud leading the pack. BUT Infrastructure has an historic innovation get out of jail investment and that is its chip design toolset. IBM is a VERY VERY good chip designer, and their Telum and Spyro accelerator prove it. IBM has put all of their chip design efforts into the “Enterprise” basket (farming the install base) and you will gradually see all of the products offe | May 18 06:43 |
| schestowitz[TR2] | red thru the channel get partnered off as the channel is competing in a growing commoditized marketplace | May 18 06:43 |
| schestowitz[TR2] | When it comes to SW, you have hit the nail on the head. IBM has decided to buy innovation and is willing to over pay for it as long as it gets the distribution rights for the acquired SW. | May 18 06:43 |
| schestowitz[TR2] | NET NET. IBM has shrank its SW development to a skeleton crew, IBM has shrank its Infrastructure to be centered on Enterprise only, AND IBM now needs to focus on shrinking Consulting back to where it provides free cash flow to IBM and outsource the rest." | May 18 06:43 |
| -TechBN/#boycottnovell- ( status 403 @ https://www.thelayoff.com/t/1krgt1x6e ) | May 18 06:43 | |
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