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  • Subject: Re: Is CFINT IBM's way of getting rid of RPG?
  • From: "Leif Svalgaard" <leif@xxxxxxxx>
  • Date: Sat, 28 Jul 2001 18:43:12 -0500

No, they only gave dollar figures.
From these I calculated the percentages.

----- Original Message -----
From: Don <dr2@cssas400.com>
> Leif,
> did they also happen to give stats on REAL NUMBER OF CPU's in production?
> NOT this 750,000 units crap...stuff that's actually plugged in cranking
> cycles?? :)
>
> > > From: Chris Rehm <javadisciple@earthlink.net>
> > > But IBM has to come up with a way to price if they want to expand the
> > > iSeries into the market that has grown up over the last couple of
decades.
> >

> > On Sat, 28 Jul 2001, Leif Svalgaard wrote:
> > A recent report from J.P.Morgan (likely commissioned by IBM) gives
figures
> > about how the iSeries market performance is seen.
> >
> > 1999    11.7    12.5    12.1
> > 2000    10.6    11.3    10.9
> > 2001     9.0        8.4     8.7
> > 2002     8.4        7.4     7.9
> >
> > The first column is the year, the 2nd column is OS/400 revenue
> > in % of total IBM software revenue, the 3rd column is AS/400
> > revenue in % of total IBM hardware revenue. The last column
> > is the average of 2nd and 3rd.
> >
> > The decrease is about 1.5%/year. At this rate, the percentage
> > will reach 0 by 2007. It probably does not pay to struggle any longer
> > when the percentage drops below say 3 or 2, so we are talking
> > 2005-2006 for when the iSeries goes the way of AD-Cycle, OS/2,
> > OV.
> >


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