This was a good event to get the top Software Analysts and the top IBM executives together to hear what IBM has to say. There are some upsides and downsides to this.
First, it is a logistical exercise just short of Desert Storm. I’ll give kudo’s to the team lead by Monica Wells Grace who may be the best planner I’ve ever met. It’s why I asked her to join me when I ran the meeting a couple of years ago and I’m glad she got the spotlight. There were many other team members, but since some asked that they not be mentioned on the Internet, I’ll just say they did a great job.
Steve Mills continues to amaze me with his deep knowledge of endless subject, even mentioning Angstrom width on chips. At an investor meeting, his comments affected Oracle’s stock price…how’s that for being influential. Judith Hurwitz describes it from an analyst perspective .
The 1:1’s were good for me as the analysts knew what we were doing and could piece together the various groups and strategies. The breakouts were good discussion’s of the various area’s…I’ll link to them at some point to see what the others said as I was in the ISV briefings with my new GM, Jim Corgel who did a great job with ISV and Developer Relations.
We have a speed dating session for analysts called speed jamming. I think the jury is out on this after talking to the the analysts. Most want more time than was allowed as they are just getting into the meat of their subject when it’s time to change. That’s the analyst opinion. For me, it’s short enough that it forces a followup if needed, so it accomplishes the get together part of our job.
The tech labs and Innovation center were a nice touch. Any issues were well covered by alcohol and food. I have to admit, I didn’t go to see them as I was in conversation with both analysts and IBM’rs.
The good part of this meeting for analysts is that they get direct access to the top executives of IBM and can ask them anything. The bad part of the meeting is that the analysts get direct access to the top executives of IBM and can ask them anything. This gives us the chance to either shine or shame. I know of one analyst who will post that we are silo’ed between divisions, a fact of life for a company with individual P & L’s and 90+ billion in revenue. It’s a fact of life. We did note together that when the divisions do align, it is like the death star, very effective.

Most came out with a more positive view of what we are doing and where we are heading, because we have a good plan and lots of good people working on lots of good projects. We have a better acquisition strategy and better middleware strategy than the competition.
We are IBM though and it’s tough to perceive us as hipsters for those who’ve been around for a while. That is something we have to overcome. Conversely, it is a source of comfort for others.
I’ll close by saying what I heard from the analysts about the SWG analyst relations team from virtually every analyst who commented on this. We are one of the hardest working group that cares about the constituency. We know our jobs and do it well according to them. kudos to Sarita for that.
All in all it was a good event, and I’m glad it’s behind us.