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A couple of interesting articles on IBM/SCO/Linux-UNIX. The first one looks at how competitors (IBM's competitors, that is, SCO, barely has any market share, let alone competitors) are trying to leverage it to scare customers away from Big Blue. Also on IBM/SCO is this opinion piece from, interesting mostly in that it raises some interesting questions.

Finally, another Economist article talks about the current IBM strategy, and how it's leveraging its vast R&D to deliver integrated solutions. I saw this first-hand a few years ago when I worked for IBM Research, and even then (when the strategy had been in place for only a couple of years) it was quite impressive to see how current advanced technology, ongoing research and "old" (ie. mature) technologies were combined to deliver new solutions. The only problem one could see with this strategy is that it requires ever-increasing employees, since it's human intensive (at least for the moment), something that Bill Gates famously abhorrs, but as long as IBM maintains its lead in this area this "problem" should remain contained. Besides, with IBM Research being one of the leading nanotech-research facilities in the world, it wouldn't be surprising if they ended up owning a very large, very lucrative market in, say, 10 years' time. And then, who'd care about the consultants?

Categories: technology
Posted by diego on June 22 2003 at 3:12 PM

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