Cringely has used the recent Amazon Web Services announcement of their revenue and expenses and spun it back into IBM ‘s cloud play. Interesting read.
The other way to make money is to sell support services with the cloud. Of all the cloud providers IBM is best positioned to sell support services with its cloud. In fact if you look at IBM’s recent cloud signings, services is a big part of them. While IBM is best positioned to sell services with its cloud, it is simultaneously gutting its services division. This is an excellent example of how IBM’s short term and long term goals are in horrible conflict. By gutting services, IBM is upsetting customers and damaging its ability to sell its products and services.