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As long as IBM's customers don't pick the udder platform

Larry Ketzes
iSeries Senior System Administrator
American Life Insurance Company

One ALICO Plaza
600 King Street
Wilmington, DE 19801
Phone: 302-594-2146
Mobile: 302-559-1631

Fax: 302-830-4524


Email: larry.ketzes@xxxxxxx




-----Original Message-----
From: midrange-l-bounces@xxxxxxxxxxxx
[mailto:midrange-l-bounces@xxxxxxxxxxxx] On Behalf Of Trevor Perry
Sent: Thursday, January 25, 2007 10:52 AM
To: Midrange Systems Technical Discussion
Subject: Re: And if you were worried about your future...

I think we were a cash cow. Now we are just a cash calf.

Anyone want iVeal with your RPG?

----- Original Message ----- 
From: "Michael Ryan"
Subject: Re: And if you were worried about your future...


It will be a while before we're a commodity. We make IBM money without
a lot of effort on their part. I think we're a cash cow.

On 1/25/07, Trevor Perry <tperry@xxxxxxxxxxxxxxxxxxxxx> wrote:
IBM is selling parts of its business. Today, it is Ricoh buying the 
Printing division. See here: 

http://www.varbusiness.com/sections/news/breakingnews.jhtml?articleId=197000
461

Quote: "The sale is the latest move by IBM CEO Sam Palmisano to rid the 
company of low margin hardware products that are increasingly seen as 
commodities."

So, while System i division is profitable, we can remain part of IBM? I 
was comparing an 820 yesterday - list price was originally over 
$2million. The current replacement cost is less than $250K. Maybe we are 
heading for someone to buy 51%? When will we be a commodity?


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