Re: What follows/Followup

[Richard Baird <rbbaird@xxxxxxxxxxx>]

The 25% figure begs the question:  Do they consider this a new
customer?

An existing customer buys a new box (not an upgrade) to use it for
something they haven't done before, say... an
intranet/extranet/webserver/domino server?

I know that a lot of current as400 customers are buying a new e model
strictly for that very reason.

inquiring minds wanna know

Rick

mcrump@ballfoster.com wrote:
> 
> I believe the 15% has been the historic number.  Currently, that number is
> slightly different.  According to Tom Jarosh "about 25 percent of the
> AS/400 divisions revenue is coming from new customers, an unprecedented
> level".  This has been one of the factors attributed to the very positive
> numbers Rochester has had this year.  Of course, that is revenues.  Who
> knows where units are.  Assuming that they are like the rest of the numbers
> the unit number is higher than 25%.  Of course, you must also remember that
> the AS/400 has a wide install base (97% of Fortune 100 or whatever)  so
> getting much higher numbers could be very interesting......
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