Archive | July 21, 2015

IBM Software Revenue Decline Will Continue — Cash Cow CICS Has Croaked.

ibm40old.Anura Guruge December 2014 thumbnail
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by Anura Guruge


ibmjuly212015

Today’s chart from “MarketWatch.com”.

Related Posts:
>> Donate Hursley House To The National Trust.
>> Get rid of unproductive R&D.
>> IBM’s 26% layoff is NOT enough.

>>
Punch-drunk IBM, 40% layoff.

>> “Think” sign — Aug. 28, 2014.
>> Hursley’s John Fairclough …
>> Mainframe 50th.
>> Gene Amdahl & I.
>> IBM Hursley pictures.
>> Malaysia flight 370: And ‘Poor’ IBM.

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Search on “Hursley”, “IBM” & “mainframes” for other IBM (Hursley) related posts >>>>


cics47ssadIBM’s software revenues will continue to spiral downwards because 47-year old CICS no longer rules the roost!

Yes, CICS, whose roots go back to 1966 has been IBM’s cash cow when it comes to software. CICS was IBM’s proprietary Transaction Manager — and most things to do with IT is basically a transaction.

Today, in the Internet/Linux/OpenSource world people no longer want PROPRIETARY Transaction Managers. So CICS sales are down and that more than anything else hurts IBM’s software sales numbers.

I, as somebody who made a good living as an independent IBM analyst for 30 years, have said it before and will say it again now. IBM’s tremendous successes from the 1960s till around 2008 was ALL due to the stranglehold it had managed to acquire with its PROPRIETARY hardware (i.e., mainframes, S/3x, PowerPC), networking (SNA (and I was “Mr. SNA”)) and software solutions. Now proprietary systems are anathema.

In yesterday’s results IBM said that its new mainframes are doing well. Its new mainframes are OPTIMIZED to run Linux! Yes, IBM is positioning its mainframes (and it has done so for a about a decade now) has the most scalable and reliable, clustered Linux servers EVER. And that is true. But selling mainframes as Linux servers does NOT help IBM’s software revenues.

In terms of software the 3 key products that contributed to the lion’s share of revenue and margins were: CICS, DB2 and z/OS (and its predecessors). All 3 of these are now legacy-legacy. Dying if not already dead. That is the problem. I wish I had the time to explain this more. I used to do that for a business.

IF you are a MAJOR IBM investor and want to know the real scoop contact me. I still know and understand IBM better than most of those you will see and hear on CNBC. SMILE. Yes, I am ex-IBM too. 


2015 “National Lasagna Day” Is July 29 — My Suggestion For Google Doodle.

Anura Guruge December 2014 thumbnail.
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by Anura Guruge


Last Google Doodles:
>> Pluto flyby.
>> Godzilla animator …

**** Check Category ‘Google Doodle’ (sidebar) for other Doodles >>>>


lasangaday2015gd


Of course “Google” owns the Trademark, Copyright and whatever for everything and anything to do with Google. Just wanted to make sure that nobody got confused that maybe I owned “Google”. Alas I don’t even own Google stock — my loss.

P.S., In case you are still confused Google did NOT create this rather poor, and kind of unimaginative Google Doodle. That was my pitiful attempt to try and create a Google Doodle.

P.P.S., The ‘Google’ I used came from one that THEY created.


‘Jet.com’ Is Up & Running: Sure The Prices Are Discounted, But Selection Limited & A $35 Cap On Free Shipping.

.jetbannerAnura Guruge December 2014 thumbnail
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by Anura Guruge



Related posts:
++ I sign up for ‘Jet.com’.
** Amazon ‘Prime Day’

++++ Search on ‘Amazon’ for other related posts >>>>


Well, just past midnight, with another chapter of the latest book done and dusted I decided to check whether ‘Jet.com‘ was online — as it was supposed to be.

It was. Though I had not received my promised e-mail giving me 3-months free membership that offer was available to all — as an introductory inducement. Jet interests me on multiple fronts. We buy a fair amount of stuff from Amazon. At a minimum we get 3 deliveries a month from Amazon, and often 3 deliveries a week. So if I can really save 10% to 15% that could start adding up. Plus I own a couple of shares of Amazon (here and there) and I write a LOT of Amazon options — and I mean A LOT! So anything that can influence AMZN stock prices has my undivided attention.

I started by checking on cameras since that would give me a true oranges-to-oranges comparison. First thing I discovered and I suspected that this would be the case. Selection is VERY LIMITED. Very limited. So that is a bummer. Unless this gets better Jet will never really challenge AMZN.

So lets start with this Fuji camera.

jetfuji

It is $799 with Prime at Amazon & $798 .95 (with free shipping) at Buydig.com. That is one heck of a SERIOUS discount — and in this case they don’t even show the Amazon equivalent. This could make a difference. If I am buying a $800 camera a $47 discount CANNOT be sneezed at.

So here is another, this one having the comparison pre-listed to make it easy.

jetolympus
$23.94 off a $399 camera. A 6% discount. NOT the 10% to 15% promised BUT $23.94 is worth saving.

And then this and I am in the market for one of these (to store all the pictures that we take with about 6 different devices in ONE PLACE).

jetwd
That they only carry, as yet, a limited selection of products is a definite drawback. But they will be definite bad news for Buydig.com. I feel bad for them since they try hard.

Well over the coming weeks I will always check Jet before I buy anything from Amazon. But as an AMZN shareholder I am not too worried right this minute. That could change. Amazon might start discounting their products!


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