Great great post Mulewagon - to my mind the technology is so new and experimental that it is really difficult to comment accurately at this stage - but integration into IBM's eco-system has to be a strong positive.
You are correct regarding IBM's mainframes - recent announcements suggest they are also growing much stronger in cloud services than was perhaps expected and surprising to the upside...
Great great post Mulewagon - to my mind the technology is so new...
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