Re: so Jobs gets screwed by IBM over game consoles, thus Apple-Intel ?

Del Cecchi wrote:
> Robert Myers wrote:
> > Del Cecchi wrote:
> >
> >>Robert Myers wrote:
> >>
> >>>keith wrote:
> >>>
> >>>
> >>>
> >>>>On Sun, 26 Jun 2005 12:42:03 -0700, James Arveson wrote:
> >>>>
> >>>>
> >>>>
> >>>>>And the top 500 supercomputers?? How many were Xeon? AMD? Power?
> >>>>
> >>>>Over half the systetms are IBM. Go figure.
> >>>>
> >>>
> >>>
> >>>Well, no. Go read the exchange starting with Del's "We're Number 1"
> >>>post on comp.arch.
> >>>
> >>>
> >>
> >>Actually 259 of the 500 were IBM systems, according to my information.
> >>58 out of the top 100, and 977 out of 1687 TeraFlops.
> >>
> >
> >
> > I could have sworn the discussion was concerning microprocessors.
> >
> > As long as its possible to make money integrating systems, I'm sure
> > that IBM will be integrating them, and now that super==big==lots of
> > hardware under one roof, I'm sure that IBM will continue to be a player
> > in the arena of "super"computers.
> >
> > If it gets too expensive for IBM to integrate systems with hardworking
> > US engineers in forbiddingly remote US locations, it will simply move
> > the work to Bangalore, or some similar location, to the extent that it
> > hasn't already. Thus, I am confident that IBM will continue to be a
> > purveyor of high profile clusters to high profile customers.
> >
> > As to IBM's presence in the microprocessor arena, I am much less
> > certain, and the fact that IBM has to count the list multiple ways to
> > downplay the importance of Intel pretty much tells the trend.
> >
> > That is to say, whatever Keith intended to say about IBM and
> > microprocessors (the topic at hand), it was either incorrect,
> > misleading, off-topic, or said the exact opposite of what he intended.
> > Take your pick.
> >
> >
> Why did you delete my sentence "The IBM systems include both Power and
> non-Power (Intel, AMD (I think)) systems"? Was it to get in a crack
> about "I could have sworn the discussion was concerning microprocessors."?
>
Because I was continuing my response to keith's misleading post, rather
than responding to yours, which was clear.

> And where did the stuff about Bangalore come from? Don't you want folks
> in Asia to have good jobs too?
>
The "stuff about Bangalore" was to indicate that, almost no matter what
happens to the economics of systems integration, IBM will hang in
there, one way or another, even if it means hanging its U.S. and
European workforce out to dry. And it probably will mean that.

IBM, naturally, will have it both ways, arguing that the U.S. national
security estblishment needs to buy from it to keep American technology
tip-top while shipping jobs overseas.

That is to say, IBM has reasonbly straightforward strategies available
to stay in the system integration business, almost no matter how the
market pressure comes down.

I don't see any similar strategy keeping IBM in the microprocessor
business.

Do I want people in Asia to have good jobs? As long as everyone
understands that the only technical jobs left in the U.S. will be ones
requiring a security clearance.

RM

.

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