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IBM to Acquire SoftLayer

www-03.ibm.com

101–110 of 113 posts

Re: IBM to Acquire SoftLayer

#101
post #83
post #5

Worth observing that for all the excitement about the recent crop of billion-dollar Silicon Valley startups, SoftLayer is based in Dallas, TX (and founded only in 2005). I suspect, and this will be easy enough to prove one way or the other after a few years so feel free to call me on it, that we'll see a disproportionate number of successful exits come from /outside/ the valley. My gut tells me that high-cost of livi…

I suppose if it's Valley vs The Field and quantity vs value, you might be right, but then you're not making that insightful of a comment. Off the top of my head, I see these getting bought or IPOing in the next few years: Twitter, Square, Eventbrite, Zendesk, Palantir, Pinterest, Stripe, AirBnB, Box, DropBox, Evernote, Practice Fusion, SurveyMonkey, Path, Twilio. And those are just the higher profile ones.

The Valley conditions you to think startups either fail, get acquired up into one of the big players, or IPO itself. Everyone glosses over the idea of a company just being a going concern and making money. You continue to collect a salary, and your stock never sees a liquidity event.

SurveyMonkey will probably do well, but IPO? Only if they can convince some Wall Street types that they can cook the books in a Groupon type arrangement.

Re: IBM to Acquire SoftLayer

#103
post #92

Earlier quoted context omitted.

> The performance of z is so "good" that it will never be disclosed publicly. Is that true? I know nothing about mainframes, so it's an honest question

Maybe he's referring to the way the mainframes are sold with performance-limiting logic. When you want more performance, you ring IBM and they remotely activate more cores or upclock them. IBM often writes "performance test" periods into their contracts -- you get x weeks per year to trial the higher levels of performance. This is a sop that realises that mainframes are busiest at financial reporting times, especiall…

No, I mean the relative performance and price/performance between z and Power or z and x86 is not public and never will be, so any performance comparisons between mainframes and normal servers have to be treated as rumor or speculation. This is not relevant if you're actually buying a mainframe because IBM will probably let you try before you buy, but it makes armchair architecture (HN's favorite sport) difficult.

Re: IBM to Acquire SoftLayer

#104
post #27

Earlier quoted context omitted.

The Dallas startup scene is exploding right now, especially for B2B companies. Geographic convenience to both coasts, low taxes, low living costs, high concentration of Fortune 500s and a lot of good talent itching to leave their cubicles. http://launchdfw.com/

I love seeing more and more online blogs/publications/hubs like Launch DFW popping up for startup activity in cities across the US. A great way to connect people locally and share the happenings with those all over.

Perhaps I should have put a disclaimer in my original comment that I'm the founder of Launch DFW (though now am only slightly involved)... the long term vision is to find people passionate about their own communities and create a network of these types of blogs.

Re: IBM to Acquire SoftLayer

#105

Earlier quoted context omitted.

The Dallas startup scene is exploding right now, especially for B2B companies. Geographic convenience to both coasts, low taxes, low living costs, high concentration of Fortune 500s and a lot of good talent itching to leave their cubicles. http://launchdfw.com/

And tons of oil money flowing around Texas right now and into venture capital, courtesy of the fracking boom.

There is no shortage of money in Dallas, that's for sure. The problem is that currently a lot of that oil/gas & real estate money isn't really comfortable with the high risk nature of tech investments (no hard assets, etc).

The local accelerators (Tech Wildcatters, Health Wildcatters, VentureSpur) are starting to change that by getting those money guys involved, but it's been a very slow process 5 years in the making.

Re: IBM to Acquire SoftLayer

#106

Earlier quoted context omitted.

The Dallas startup scene is exploding right now, especially for B2B companies. Geographic convenience to both coasts, low taxes, low living costs, high concentration of Fortune 500s and a lot of good talent itching to leave their cubicles. http://launchdfw.com/

I always forget about TechWildcatters even though I live 3 blocks away from them (Softlayer is 6 blocks in the other direction from my apt.) I wonder why TWC's most recent class has so many concert related businesses (2-3 on quick inspection.) That's something I'd expect from a city like Nashville (a past home.) Anyways, go Dallas!

TWC focuses on more of the enterprise/b2b side of things. They also recently opened up a new incubator dedicated solely to healthcare, which could turn into a HUGE market. It seems like many of the accelerators (TechStars, even YCombinator) go through phases where there will be 2-3 similar companies at a time.

Re: IBM to Acquire SoftLayer

#107
post #5

Worth observing that for all the excitement about the recent crop of billion-dollar Silicon Valley startups, SoftLayer is based in Dallas, TX (and founded only in 2005). I suspect, and this will be easy enough to prove one way or the other after a few years so feel free to call me on it, that we'll see a disproportionate number of successful exits come from /outside/ the valley. My gut tells me that high-cost of livi…

Normally I would agree. But with regards to Dallas, we are a large corporation (and usually energy-focused) first town. The Dallas Morning News, our largest rag here locally, isn't even covering this acquisition: http://www.dallasnews.com/business/ Hard to unseat or even compete with SV if you can't even get local attention or coverage for a big tech/startup win.

Fellow Dallasite here.

The problem is that DMN doesn't cover/isn't aware of the scene. I think they might do one piece on TWC once every other year as a 'human interest' story rather than 'hey, look at all this cool shit happening in our front yard!' story.

Re: IBM to Acquire SoftLayer

#108

Earlier quoted context omitted.

Texas has been a magnet for data centers for years.

Interesting. I wonder what the factors are that lead to that? Cheap energy? Absence of severe weather? Something else? NC is now becoming know as something of a magnet for data centers[1], and the "cheap energy" part is one of the reasons that's often cited here. [1]: http://www.datacenterknowledge.com/archives/2013/01/04/north...

That and it being kind of centrally located. We've also got a lot of talent coming out of local-ish (UTD, UT, UNT, SMU) universities to fill the labor demand.

Re: IBM to Acquire SoftLayer

#109
post #103

Earlier quoted context omitted.

Maybe he's referring to the way the mainframes are sold with performance-limiting logic. When you want more performance, you ring IBM and they remotely activate more cores or upclock them. IBM often writes "performance test" periods into their contracts -- you get x weeks per year to trial the higher levels of performance. This is a sop that realises that mainframes are busiest at financial reporting times, especiall…

No, I mean the relative performance and price/performance between z and Power or z and x86 is not public and never will be, so any performance comparisons between mainframes and normal servers have to be treated as rumor or speculation. This is not relevant if you're actually buying a mainframe because IBM will probably let you try before you buy, but it makes armchair architecture (HN's favorite sport) difficult.

In fairness to IBM, that's how enterprise sales usually works. Try finding independent production data on Oracle DB, for example.
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