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IBM at the Crossroads: IBM Responds

An IBM executive responds
6/24/2014 08:40 AM EDT
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docdivakar
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Re: Former IBMer speaks
docdivakar   6/30/2014 12:40:37 PM
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@Rick, it seems to me that decisions like this from IBM or for that matter many others, is often shortsighted and is in response to short term perturbances in revenue. When business conditions change and new product opportunities pop up, it is nearly impossible to re-enter when most talent that can do the job has been let go!

MP Divakar

tooltalk
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Re: Still controlling IP
tooltalk   6/26/2014 7:08:23 PM
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eh??  IBM is #1 patent grantee in the US (6809), followed by #2 Samsung (4675), #3 Canon (3825), #4 Sony (3098)..  the second nearest US competitor Microsoft is #5 (2660). 

Samsung is also expected to surpass IBM in a couple of years, based on the total number of application filed by Samsung and #22 Samsung Display (1270)

elctrnx_lyf
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Re: The end is nigh
elctrnx_lyf   6/26/2014 3:03:24 PM
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They are definitely losing lot of employees to competeitors and soon this could be no more an view but will be a realty. I think sooner or later IBM wil come out of semiconductor business to aim for bigger IT business.

wilber_xbox
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what a joke
wilber_xbox   6/25/2014 2:17:08 PM
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"IBM's Krishna points to an often cited statement by IBM CEO Virginia Rometty that IBM "will remain a leader in high-performance systems and continues to invest in R&D for advanced semiconductor technology."

and mostly that IBM does not take the shareholders seriously. I think the people are too far away from reality.

wilber_xbox
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what a joke
wilber_xbox   6/25/2014 2:17:08 PM
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"IBM's Krishna points to an often cited statement by IBM CEO Virginia Rometty that IBM "will remain a leader in high-performance systems and continues to invest in R&D for advanced semiconductor technology."

and mostly that IBM does not take the shareholders seriously. I think the people are too far away from reality.

wilber_xbox
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Re: Still controlling IP
wilber_xbox   6/25/2014 2:14:13 PM
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I think any company (read GF) will be interested to buy IBM FAB mostly for the IPs as they are very valueable. Apart from that IBM has a greater pool of people that have vast amount of experience. But unfortunately that pool is diminishing by day.

wilber_xbox
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Re: The end is nigh
wilber_xbox   6/25/2014 2:11:41 PM
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Any executive at IBM will deny that they will sell off the FAB and go FABless as this will undermine the efforts to sell manufacturing units at a good or any price. The hope though lies on P8 but IBM has lost the advantage after being in the high profit margin server segment for long time. Strategic or not, IBM is reorganizing and moving to high margin segments again.

rick merritt
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Former IBMer speaks
rick merritt   6/25/2014 1:19:48 AM
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Here's part of an email I got yesterday from a former IBMer respondng to this article who asked to remain anonymous:

"The job market for chip designers in Austin over the last two years has been amazing, with Apple, ARM and Qualcomm all recruting very aggressively and successfully from IBM and other struggling chipmakers like AMD and Freescale.  The IBM server development group in Austin has lost a huge amount of intellectual capital, as the best and brightest were drawn away to higher salaries and more promising opportunities.  Design teams in Raleigh and Rochester have also suffered big losses.

I was one of the ones voting with my feet and leaving IBM last year."

selinz
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CEO
Still controlling IP
selinz   6/25/2014 1:00:54 AM
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Two very interesting articles.

I find it intersting that IBM still leads the number of patents filed by 3.5X over the nearest competitor (google), even after Google aquired Motorola's patent "machines."

see

https://www.flickr.com/photos/ibm_media/11938486656/

 

Gondalf
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IBM is sandbagging
Gondalf   6/24/2014 6:16:04 PM
"East Fishkill can not be economically upgraded" say analysts....LOL this is a absolute nonsense. 

Intel is doing the bulk of its 14nm wafers at D1D Fab that is older than East Fishkill.

Moreover East Fishkill Fab is fully equipped of immersion 193um steppers to manufacture the 22nm Power 8 SKUs. Strange enough these steppers are good even for 14nm and 10 nm nodes with multiple patterning. 

The real story is that IBM wants to exit from manufacturing as fast as it can, no matter how many people will lose their jobs and no matter the disruptive effect on Common Plataform alliance.

 

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