Friday wrap-up #3
Saturday, October 28th, 2006This was a busy week, a lot of catching up from all the time spent at CASCON last week. Continuing on from last week, I’ve gotten more intimate (?) with Dojo and its inner workings. I wrote about Dojo a couple months ago, and I’m still really impressed with everything going on there. A lot of big name sites are built off this toolkit, including Meebo.
IBM results came out last week, the System i had a rough quarter, but IBM did well overall. Last year at this time (3Q05) the System i had a break out quarter due to an upgrade cycle. This year (3Q06) there were no new upgrades and results were the same as 3Q04. This article sums things up:
IBM revenue for the System i fell 22 percent in the third quarter of 2006, or 23 percent at constant currency when compared to the same period of 2005. At the same time, nearly every other major IBM business unit saw revenue increase. Overall, earnings rose 47 percent compared to the previous year, up to $2.22 billion on revenues of $22.6 billion, which were up 5 percent.
The supply chain issues IBM faced in the second quarter of this year for System i sales, which were connected to a 7 percent drop in revenue for System i over the second quarter of 2005, have cleared up. IBM CFO Mark Loughridge noted that IBM’s supply chain did a superb job delivering System p, i, z, and storage but faltered over System x deliveries, contributing to the low rise of 4 percent for the System x. System p revenues increased 10 percent, and System z was a breakout star with a 25 percent increase in revenues while IBM delivered a 16 percent increase in System z MIPS (millions of instructions per second).
For the System i, IBM says 3Q06 compares to a particularly strong 3Q05 quarter, which was driven by upgrade activity from a fully refreshed roadmap, which in turn caused slowing revenue as customers leveraged those previous upgrades. Overall, IBM notes that System i revenue performance remains dependent upon cyclical upgrades.
I was at a Halloween fund raiser for Diabetes last night, it was a good time for a good cause. I’m amazed that no matter what type of social event I may be at, there’s always someone thats directly involved with the System i in some way.
In other news, RedHat got murdered this week in the markets. Cisco announced they would be creating a fork the RedHat’s version of Linux and providing half price support until the new year. If any good can be seen out of this, it just re-affirms RedHat’s dominance in the Enterprise Linux market.
FireFox 2 came out this week, it generally seems more responsive, but definitely not as polished as it should be. The memory leak issue doesn’t seem to have been fixed, since as I type FireFox is using upwards of 80mb memory and climbing. The new spell checking feature is great though, any work misspelled get underlined in red, right click the and suggestions appear.



