IBM hasn’t ceded any space in the America’s or Europe and is doing just fine there, that’s not the point.
Where we are doing well is in the new farmlands of the BRIC countries of Brazil, Russia, India and China (BRIC). According to the Economist, July 8-14, 2006 edition, Page 94:
GDP, Q1 2006, % of change from a year ago:
And, according to Boston Consulting Group in BusinessWeek the July 31 issue, BCG identified 100 emerging multinationals that appear positioned to “radically transform industries and markets around the world.” The 100 had a combined $715 billion in revenue in 2005, $145 billion in operating profits, and a half-trillion dollars in assets. They have grown at a 24% annual clip in the past four years.
I’ve been in countless briefings where it has been stated that we are doing well and companies are coming to us because we committed to open standards and software. It has been widely read that Germany has committed to Linux and development is picking up on open platforms.
What kills me is those that buck the trend. I was around for Token Ring, SNA, OS/2, Micro-Channel…don’t buck the trend. The markets decide by voting with their money. I’m not sure if it will be late software, SaaS, SOA security issues or just the overwhelming desire by people to want software to work and not care what their platform is as better written than I by Steve O’Grady.
So look out world, we see you growing and it shouldn’t be lost on those companies who want to succeed as markets ebb and flow that you need to be there. If you’re an analyst, count on us mentioning it, ask for proof.