Re: 2005 best year for iSeries in a DECADE

dr2@xxxxxxxx wrote:

Al,

the 2500 number was mentioned at COMMON during Town Hall...and if its
ANYTHING like previous numbers touted by IBM, they're mostly sales in
India, China, SE Asia, Japan and Australia....

Now, let's compare that to the US GDP, World GDP, regional GDP's and ask
ourselves, WHY ONLY 2500??????  And WHERE are the 2500!?    Yes, there are
a FEW shoppes in the US that are converting to iSeries and I wish ALOT
more were....but reality....

The reason pSeries grew so much wasn't just Power...keep in mind that
Oracle is pSeries's biggest BP...  Let's see, Oracle...Unix...yeah, those
are 2 terms that are becoming VERY familier to many current and FORMER
iSeries/i5/AS400(depending on which slide you were reading of IBM's
presentations - some of which had all or multiples on the SAME slide)...

Pound sand?  More like reality check is due.

Yes, Joe, it's still the  best box out there...but will someone please
tell IBM about it....  Once again at FOSE, the paltry IBM bar stool was
manned by 4 IBM'ers that didn't have a clue what an iSeries was ...or a i5
for that matter...but they were WELL versed in Windows, unix and
SERVICES...

Ever think that just MAYBE Balmar's comments were closer to reality??

Don in DC


\

This probably not the answer you looking for.

Pages 14-47 of IBM's annual report has "Management Discussion" comparing
2005 to 2004
* IBM sold the Hard Drive part of the business
* IBM divestiture of PC business
* IBM profited from the settlement with Microsoft
* improved demand in the hardware business not including iSeries
* improved demand in many areas not mentioning iSeries
* Discussion of pension plan impact on IBM finances

They talk about how great on-demand is for their customers, failing to
mention how it reduces IBM expenses to be able to make more standardized
hardware packages.

I am not finding anything here about
* The Ernst & Young breach that stabbed 100% IBM employees in the back
* Continuing threat from SCO lawsuit

We also want to take a look at IBM form 10-K filed with SEC, especially
item 1A on "Risk Factors"

After the general discussion and list of IBM products and services we get
to the financials with explanations.

from 2004 to 2005 IBM revenue increased 0.8 % for iSeries
The best such increase was 39.2 % for Engineering and Technology Services
while the worst was NEGATIVE 23.0 percent for Retail Store Solutions.
Just
looking at the eServers
zSeries NEGATIVE 7.6 %
iSeries 0,8 %
pSeries 14.6 % due to POWER architecture
xSeries 5.9%

iSeries growth was due to increased demand for the POWER5 products
In 2005 IBM got 2,500 new iSeries clients

Joe,

any feef for where a lot of this growth is coming from?

Is it companies upgrading a lot of aging kit, or compianies that are new
to
as400's

cheers
Colin.W
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