Parallels between IBM's Systems and Technology group and Sun Microystems
Timothy Prickett Morgan writes, "IBM's Systems and Technology group is not making any money these days"
And what do they do?
"server and mainframe computing, offering UNIX and Windows-based offerings; ...Linux-based products. Its Microelectronics unit makes microprocessors and memory devices."
Wait a minute... people have been beating on Sun for declining revenue and lack of profits - and IBM with their Mainframe, POWER, and x64 systems is running into the same issues?
Anonymous posts, "So that division isn't making money right now, who is."
That is an interesting comment. Sun basically thought the same thing, after the post-Y2K recession, exhibiting itself as the "dot-com bust".
Is Mr. Morgan correct, in believing that the IBM's Systems and Technology group should leverage the $4.2bn GlobalFoundries fab (instead of building a new fab for a money losing organization) or make the same mistake as Sun did?