RE: ibm earnings report

If I am reading this correctly, System i sells will eventually drop to zero because all sales will be reported as converged p server sells which will include all systems shipped with OS/400 instead of AIX.

Makes it nice for IBM because now they don't have to report System i sales.

-------------- Original message ----------------------
From: "Don" <dr2@xxxxxxxx>

Better question is, why is ANYONE surprised at this? P-series(AIX) has been
taking marketshare from i-series for a VERY LONG TIME....



-----Original Message-----
From: midrange-l-bounces@xxxxxxxxxxxx
[mailto:midrange-l-bounces@xxxxxxxxxxxx] On Behalf Of Steve Richter
Sent: Thursday, July 17, 2008 5:51 PM
To: Midrange Systems Technical Discussion
Subject: ibm earnings report

the 2q 08 earnings report says " system i servers decreased 47 percent ".
but converged "system p server products increased 29 percent".
Does converged system p include some system i sales, or are we actually down
as much as the announcement says?

http://www.ibm.com/investor/2q08/2q08earnings.phtml


Revenue from the converged System p server products increased 29 percent
compared with the 2007 period. Revenues from the System x servers decreased
5 percent, and revenues from the System i servers decreased 47 percent.
Revenues from System Storage increased 12 percent and revenues from Retail
Store Solutions were flat. Revenues from Microelectronics OEM decreased 19
percent.
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