IBM’s Hardware Sneak Attack

From Judith Hurwitz:

Yesterday I read an interesting blog commenting on why Oracle seems so interested in Sun’s hardware.

I quote from a comment by Brian Aker, former head of architecture for MySQL on the O’Reily Radar blog site.  He comments on his view on why Oracle bought Sun,

Brian Aker: I have my opinions, and they’re based on what I see happening in the market. IBM has been moving their P Series systems into datacenter after datacenter, replacing Sun-based hardware. I believe that Oracle saw this and asked themselves “What is the next thing that IBM is going to do?” That’s easy. IBM is going to start pushing DB2 and the rest of their software stack into those environments. Now whether or not they’ll be successful, I don’t know. I suspect once Oracle reflected on their own need for hardware to scale up on, they saw a need to dive into the hardware business. I’m betting that they looked at Apple’s margins on hardware, and saw potential in doing the same with Sun’s hardware business. I’m sure everything else Sun owned looked nice and scrumptious, but Oracle bought Sun for the hardware.

I think that Brian has a good point. In fact, in a post I wrote a few months ago, I commented on the fact that hardware is back.  It is somewhat ironic. For a long time, the assumption has been that a software platform is the right leverage point to control markets.  Clearly, the tide is shifting.  IBM, for example, has taken full advantage of customer concerns about the future of the Sun platform. But IBM is not stopping there. I predict a hardware sneak attack that encompasses IBM’s platform software strength (i.e., middleware, automation, analytics, and service management) combined with its hardware platforms.


IBM’s “Smarter Planet” Will Capitalize on HW, Analytics

Rod Adkins, the SVP and Group Executive of IBM’s Systems and Technology Group (STG) took the time to engage the influencer community quite early in his tenure for a well-run event at the Watson Research Lab in Yorktown Heights. “I’ve been in this position for 38 days,” he  reminded us, as STG’s AR team widened the usually hardware-focused invited audience to include generalists and more software-focused folk like me.  IBM execs from IBM’s Software Group, its Research organization and corporate, joined us  for a look at the science behind the systems, a compelling addition to the agenda. And another pitch for IBM’s analytics thrust was a scene-stealer. Read more of this post