We divested networking back in the ‘90s, we divested PCs back in the 2000s, we divested semiconductors about five years ago
Is it just me or does anyone else feel over the decades they've been divesting some of the best (long term) building blocks? A company with vertically integrated silicon, compute, networking, cloud, AI, Enterprise etc. seems like it could have such an edge if only they had focused those engineering capabilities on consolidated, high-margin end products.
I see the other big players going the opposite direction. e.g. Google and Amazon are building their own silicon for an edge in Cloud and AI.
So-called SexyIBM is just another cloud company without a distinguishing barrier to entry. Sure, their growth will look good on paper for a few years, but when Cloud becomes commoditized (which I think is already happening), the capabilities which could have created the kind of real innovation that opens up whole new industries will have all been cleaved away.
Is it just me or does anyone else feel over the decades they've been divesting some of the best (long term) building blocks? A company with vertically integrated silicon, compute, networking, cloud, AI, Enterprise etc. seems like it could have such an edge if only they had focused those engineering capabilities on consolidated, high-margin end products.
I see the other big players going the opposite direction. e.g. Google and Amazon are building their own silicon for an edge in Cloud and AI.
So-called SexyIBM is just another cloud company without a distinguishing barrier to entry. Sure, their growth will look good on paper for a few years, but when Cloud becomes commoditized (which I think is already happening), the capabilities which could have created the kind of real innovation that opens up whole new industries will have all been cleaved away.