[Info-vax] And another one bites the dust....

[Arne Vajhøj]

On 2/27/2022 9:51 AM, Bill Gunshannon wrote:
> On 2/27/22 08:43, Arne Vajhøj wrote:
>> https://www.theregister.com/2022/02/25/fujitsu_signposts_the_end_for
> 
> I don't think it says what people are expected to believe it says.
> Looks like more business for IBM as a small player not making much
> profit exits the market.

Fujitsu is leaving the mainframe market.

But they are not selling their mainframe business - they are shutting
it down.

You can conclude something about the mainframe market from that. Fujitsu
does not see a way to make a profit in the future and potential buyers
do not see it either.

>                           The only two large players in the mainframe
> world are IBM and Unisys and Unisys only has a fraction of that
> market.  IBM is not going away any time soon.

IBM is doing fine. They have a huge consultancy business and
a big software business and a medium cloud business.

The system division which is z, p and i are only 12%
of their revenue.

But IBM will not drop the mainframe market for a few
decades to come. But revenue from that market will
continue to decline.

Arne