Go to their boards and ask employees how did things work out for DXC, CSC, HPE, etc. It's a trail of tears brothers.
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GTS Infrastructure Management is part of the heart and soul of IBM. Without running the SO accounts, how much less is IBM in the eyes of the customers? They will be just a mainframe provider with a maintenance division and a consulting practice, and a little Red Hat software thrown in the mix. IBM will find out the hard way that they are not respected or valued as much as a pure-play software provider. IBM should have figured out a way to migrate their customer base to the future. Instead, they did the mindless thing of following a bunch of Ivory tower consultants from Bain and dismantling the company. A complete lack of visionary leadership is in the process of putting the final touches of destroying a once powerful company.
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 s-xyIBM 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.