[HN Gopher] Remembering Lou Gerstner
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       Remembering Lou Gerstner
        
       Author : thm
       Score  : 48 points
       Date   : 2025-12-28 18:43 UTC (4 hours ago)
        
 (HTM) web link (newsroom.ibm.com)
 (TXT) w3m dump (newsroom.ibm.com)
        
       | cogogo wrote:
       | Zero intention to speak badly of the deceased... Just an anecdote
       | - I started at IBM in the early 2000s right out of college. At
       | the time his immediate legacy was the divestiture of a big chunk
       | of IBMs real estate. As a new IBMer that meant hot-desking if I
       | went to the office and a very liberal work from home policy 20
       | years before its time. I love work from home but experienced
       | first hand how hard it can be on young people. In my first
       | professional job I maybe saw my bosses (yes plural because of org
       | changes and the IBM matrix) twice a year.
        
         | echelon wrote:
         | > In my first professional job I maybe saw my bosses (yes
         | plural because of org changes and the IBM matrix) twice a year.
         | 
         | Did this work at all? How did you feel throughout it? What
         | about your colleagues?
        
         | seanmcdirmid wrote:
         | I did a couple of internships at IBM (1995 in Boca Raton and
         | 2000 in Hawthorn). It was hard on young people even if you were
         | in the office. You'd see your manager occasionally, but...it
         | just felt like a place lacking in energy and was way too big
         | corp to be very interesting. IBM is a big reason I delayed
         | starting my career via grad school, a post doc in Switzerland,
         | and then working for Microsoft in China of all places. I just
         | didn't want the mundane techie experience, and was sort of so
         | traumatized by IBM that I searched for different paths.
        
       | jmclnx wrote:
       | And IIRC, he had IBM invest in Linux around 1999. That paved the
       | way for eventual acquisition of Red Hat (for good or bad) :)
        
         | jonathaneunice wrote:
         | It paved the way for a lot more than that. At a time open
         | source in general, and Linux in particular, did not have much
         | corporate buy-in, IBM signaled "we back this" and "we're
         | investing in this" in substantial ways that corporate IT
         | executives could hear and act upon. That was a pre-cloud, pre-
         | hyperscaler era when "enterprise IT" was the generally
         | understood "high end" of the market, and IBM ruled that arena.
         | IBM backing Linux and open source paved the way for a large
         | swath of the industry--customers, software vendors,
         | channel/distribution partners, yadda yadda--to do likewise.
        
           | mistrial9 wrote:
           | agree - and the big industry consortium building `gcc` was
           | already proving itself
        
         | rilindo wrote:
         | I got complicated feelings about that. He did help pave the way
         | for Linux, but he also killed OS/2.
        
           | raw_anon_1111 wrote:
           | OS/2 never had a chance. I was working at Radio Shack at the
           | time that IBM was trying to sell Aptivas with OS/2. No one
           | wanted it.
           | 
           | It was just weird to people. Microsoft did a big consumer
           | push for Windows 95 and there were lines to buy it and Bill
           | Gates promoted it on the Jay Leno show.
           | 
           | Windows 95 almost killed Apple.
        
             | tonyedgecombe wrote:
             | It was never really suited to retail sales channels like
             | Radio Shack. It was more of a corporate thing although it
             | obviously failed there as well.
             | 
             | I only came across it at one site, a big UK bank (Midland
             | Bank). They were using a heavily modified version, it
             | didn't look anything like the original product.
        
             | II2II wrote:
             | There were plenty of people who wanted OS/2. They simply
             | weren't the type of people who would go to Radio Shack.
             | 
             | By plenty, I should be clear: it probably wasn't enough for
             | OS/2 survive. IBM made some bad decisions early on.
             | Microsoft was also a thorn in everyone's side and it looked
             | like. While their product was good enough, their business
             | practices were savage. Possibly something they learned from
             | IBM's legacy.
             | 
             | I was in my late teens/early twenties at the time. What I
             | learned about how major corporations at the time is likely
             | what led to my llife long interest in open source.
        
             | zabzonk wrote:
             | OS/2 had some of the ugliest icons I've ever seen (and that
             | elephant!) - looking cute always wins.
        
       | justin66 wrote:
       | "Where's the buy button?"
        
       | ChuckMcM wrote:
       | When Blekko was acquired by IBM in 2015 we had an "Integration
       | Executive" assigned to us who was responsible for all the 'detail
       | work' of the integration (if you can imagine a project manager
       | for an integration that would describe their job). He had joined
       | IBM in the '80s. I found his perspective on the Gerstner years
       | pretty fascinating.
       | 
       | I had interned at IBM in the late 70's (as a high school kid of
       | all things) and decided it was more of a real estate company than
       | a computer company :-). Up until Gerstner, IBM had a policy of
       | acquiring and holding real estate as a hedge. Often reported on
       | the books under "cash equivalents" because real estate had the
       | property that it could usually be liquidated when required into
       | cash. When we were acquired in 2015 that had changed, nearly all
       | of the places I had worked in the 70's were no longer owned (or
       | operated) by IBM.
       | 
       | Our exec said that those property holdings were the only thing
       | that kept IBM alive between 1990 and 2000. They had to ruthlessly
       | re-tool the entire business and that required a lot of up front
       | cash without a product revenue stream to fund it. That was
       | Gerstner's legacy for him, he used that asset to re-invent the
       | company around consulting services, business automation,
       | enterprise data processing, and business insights driven by
       | processing billions of metrics.
       | 
       | And it turned out that a lot of companies needed to understand
       | their business better, and automate it, to adapt to this new
       | fangled thing called the Internet.
       | 
       | We both agreed that they would be unlikely to do that again as
       | they had used up their 'secret weapon' already.
        
         | tonyedgecombe wrote:
         | It's interesting that Apple is buying real estate like there is
         | no tomorrow.
        
           | zabzonk wrote:
           | > It's interesting that Apple is buying real estate like
           | there is no tomorrow.
           | 
           | Well, as the saying goes, they ain't making more of it.
        
       | mehulashah wrote:
       | I spent 9 months at IBM in 1999. At that time, Lou's legacy had
       | already been solidified. He saved IBM. While not everyone agreed
       | with his decisions, there was a culture of both honesty to
       | customers and innovation that permeated the company. In contrast,
       | look what happened to HP without such great leadership. Once a
       | shining light in Silicon Valley, it turned into a shell of its
       | former self.
        
         | justin66 wrote:
         | Maybe not a _great_ contrast there. HP and IBM entered the
         | "shell of their former selves" stage of development at roughly
         | the same time.
        
           | kevin_thibedeau wrote:
           | It can be argued that the real HP became Agilent and
           | Keysight.
        
       | KyleSanderson wrote:
       | In his memoir, Gerstner described the turnaround as difficult and
       | often wrenching for an IBM culture that had become insular and
       | balkanized. After he arrived, over 100,000 employees were laid
       | off from a company that had maintained a lifetime employment
       | practice from its inception. Long allowed by their managers to
       | believe that employment security had little reference to
       | performance, thousands of IBM employees had grown lax, while the
       | top-performing employees complained bitterly in attitude surveys.
       | In the goal to create one common brand message for all IBM
       | products and services around the world, under Gerstner's
       | leadership the company consolidated its many advertising agencies
       | down to just Ogilvy & Mather. Layoffs and other tough management
       | measures continued in the first two years of his tenure, but the
       | company was saved, and business success has continued to grow
       | steadily since then.
        
       | DonHopkins wrote:
       | At Kaleida Labs (a joint venture of Apple and IBM), I gave Lou
       | Gerstner a ScriptX demo involving an animated disembodied
       | spinning bouncing eyeball.
       | 
       | He commented "That's a bit too right-brained for me."
       | 
       | I replied "Oh no, I should have used the other eyeball!"
        
       | WheelsAtLarge wrote:
       | I was in my 2nd year on college when I remember Gerstner was
       | named to run IBM. At the time, IBM was the big tech monster that
       | was stagnet and needed a fresh way to move forward. He came in
       | and radically changed how it worked. I remember services became a
       | big part of its core business. He really made a big difference on
       | how the company functioned.
       | 
       | What I admire is that one man changed IBM from the 50s and 60s
       | stoggy IBM to a more modern functional company that was able to
       | move forward. I supect that without him IBM would have died long
       | time ago.
        
       | toomuchtodo wrote:
       | https://en.wikipedia.org/wiki/Lou_Gerstner
       | 
       | https://web.archive.org/web/20251228211136/https://gerstner....
       | 
       | https://openlibrary.org/works/OL274413W/Who_says_elephants_c...
       | 
       | https://archive.org/details/WhoSaysElephantsCantDance
        
       | kev009 wrote:
       | Seemed like a pivotal time in IBM's history. IBM in 1993 was
       | looking face to face with irrelevance during his tenure after
       | mainframes being evergreen declared relics, and losing the bus
       | wars in the PC industry. IBM in 2002 was still an interesting R&D
       | and products company. Unfortunately the talent bleed off has been
       | continuous from that time and neither the R&D nor the products
       | are as astonishing versus the competition as they used to be. At
       | least no follow on CEO has been daft enough to undercut the
       | mainframe business so far, but they did miss the timing and limp
       | execution on plenty of things.. POWER8 was almost perfectly
       | positioned to be the AI interconnect and glue of choice.
        
       | theologic wrote:
       | I arrived at IBM just a little before Gerstner got there. He was
       | an absolutely amazing individual in terms of how he spoke
       | incredibly bluntly to everyone. At IBM, it was all about legacy
       | internal political structures, where you would have enormous
       | presentations held by various executives trying to explain why
       | their business was going to be best and why you needed to invest
       | in it. The ritual of presenting at IBM's headquarters in Armonk
       | was a symbol of the culture.
       | 
       | While I don't remember every single speech word for word, I
       | remember one of his earliest all-hands meetings. He said, "If I
       | have one more exec come to me with a bunch of slides that can't
       | simply describe what's happening in their business with the key
       | strategic attributes, I'm going to start firing people." He
       | continued, "If you're running a massive section of the business,
       | I should be able to come to you and we should just be able to
       | have a good, solid conversation about the levers. You need to
       | demonstrate to me that you know exactly what's going on, and you
       | can't have your staffer answer my questions."
       | 
       | He also stated that he was completely appalled because, at every
       | other company he had been at, they woke up every day paranoid
       | about the competition. He told everyone we had completely lost
       | our way. if you weren't waking up every single day thinking about
       | the scorecard, you probably weren't right for the new
       | environment.
       | 
       | If you were internal and under any scrutiny at all during these
       | years, you would understand that Lou, without Jerry York, was
       | only half of the story. Jerry was an amazing financial mind who
       | could sniff through spreadsheets and smell bullshit. People would
       | come out of executive reviews hanging on for dear life. Some of
       | these executives, after they had been exposed to York and
       | actually performed well, would leave IBM and succeed elsewhere.
       | However, to be clear, he was an A-hole.
       | 
       | They achieved an enormous amount of cultural change, which was
       | excellent. The problem was that while they had a great cultural
       | leader and a great financial leader, IBM which was built to the
       | brim with some of the most incredibly technical people you had
       | ever seen, was completely lacking a clear technical lead.
       | Inasmuch as these two guys created an amazing turnaround story,
       | they never stopped for a moment to ask how to find the technical
       | leadership to truly transform the place. While they did a great
       | job, you cannot support a stool with only two legs. If IBM had
       | found that third leg, we would still be counting it among the Mag
       | 8 of today.
        
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       (page generated 2025-12-28 23:00 UTC)