IBM Hardware Slide Drags Down Q3 Results - InformationWeek
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IBM Hardware Slide Drags Down Q3 Results
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D. Henschen
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D. Henschen,
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10/17/2013 | 9:02:07 PM
re: IBM Hardware Slide Drags Down Q3 Results
IBM leaked word of a personnel shuffle to Wall Street Journal on Thursday http://on.wsj.com/19UIAtR, but it sounds like more rearranging of deck chairs. This unit not doing well? Get a new exec. That unit not doing well? Get a new exec. "Look, Wall Street, we're doing something about it!"

This feels more like a shift in the IT market than an one- or two-department execution issue. HP and Oracle are struggling with the same tepid demand. Unix servers aren't coming back. Linux servers won't cover the gap. Those big old databases are too slow to implement/change and too expensive. IT budgets aren't getting any bigger, so companies are experimenting with open source and new platforms and tools that weren't invented by or acquired by the old guard in IT.


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