Re: IBM Spin Doctors on AS/400 Marketing

[Dave Mahadevan <mahadevan@xxxxxxxx>]

James W. Kilgore wrote:

> I'm not sure where I'm going with all of this, but
> I do get an uneasy
> feeling when too much focus is placed on a singular aspect of a broader
> picture.  The AS/400 does not represent a significant portion
> of IBM's
> revenues...it could, but it doesn't....so we can only expect so much
> from them.
>  
On the same note here is a snippet from IBM's announcement of their 3rd
quarter earnings.
>     Total hardware sales were flat year over year at
> $8.3 billion.  Commercial PC and PC server revenues increased,
> while consumer PC sales declined.  RS/6000 revenues were
> essentially flat while AS/400 revenues declined.  System/390
> revenues were flat due to year over year price declines, although
> System/390 shipments grew significantly in the quarter.  Storage
> product revenues increased, as did revenues from the company's
> semiconductor unit, IBM Microelectronics.
>  
>     Services revenues were $4.7 billion, a 20 percent increase
> from the third quarter of 1996.  Approximately $9 billion in new
> services contracts were signed in the quarter.  Services gross
> margins increased 2 points year over year.

--
Thank You.

Regards

Dave Mahadevan.. mailto:mahadevan@fuse.net