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by koolba
2950 days ago
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Overall a great read. There's a bunch of funny lines. I like this one: > You may not get fired for buying IBM, as the old saying goes, but it is increasingly likely your employer will go out of business if you’re in an industry where technology matters. |
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* "Amazon, Google, and Microsoft each spent more on CAPEX in 2017 than Oracle has in its entire history."
* "That red line you may mistake for the x-axis is Oracle’s CAPEX spending"
* "Maybe they are reconciled to sitting at the children’s table of cloud, but the problem for both IBM and Oracle is cloud is eating their existing businesses. It has eaten the server business and now starting to feast in earnest on software infrastructure, including the database, which is the profitable heart of these companies."
* "Both companies have acquired a number of SaaS applications, which will bolster their sense of self-worth and belonging in the cloud, but there is little to no platform leverage associated with these apps (and platform leverage = profits!!!)."
* "Watson which is in serious contention to be the biggest “overpromise and underdeliver” in tech industry history, now blockchain as they try to save humanity from our looming existential tomato provenance crisis"
* "And their (IBM’s) customer problem is who their customers are at this point: the disrupted. You may not get fired for buying IBM, as the old saying goes, but it is increasingly likely your employer will go out of business if you’re in an industry where technology matters."