Re: AS/6000

[Glenn Ericson <Glenn-Ericson@xxxxxxx>]

 Regardless of the  Forecasting Vs  Demand Oops, 
they  want to  build a backlog  ASAP.  
IBM is  placing some  real pre$$ure [encouragement] 
for you  to upgrade NOW or pay more to those that wait.

mcrump@ballfoster.com - BALL-FOSTER wrote:
>
>Larry,
>
>What I understood was that Rochester was well prepared for the slow down in
>orders and had very little excess sitting around.  I had been told that they
>essentially sold out at the end of the year....seems that the 4Q was not
quite
>as bad as they had previously thought.  And I believe they are also thinking
>that 1Q won't be that stellar either.  You may be dealing with a miscue
between
>planning and the current demand....
>
>Mike
>
>
>|--------+-----------------------
>
>Roger,
>
>> PS: By way of backing up the doom and gloom of that article, have you guys
>> checked the dismal AS/400 4th quarter results. 1999 was a grim year for the
>> AS/400.
>
>  So if 4Q99 stunk so bad, why are simple DASD and memory upgrades for 720's
>ordered in the first week of Jan not shipping till near the end of Feb?
>Shouldn't they have this stuff piled up to the rafters?  Did they lay off
sooo
>many people up there that they can't even ship upgrades??
>
>  - Larry
>
>--
>Larry Bolhuis         |       


________________________
Glenn Ericson,    
Phoenix Consulting LLC
Ph.(718)898 9805  Fx .(718)446 1150
mailto:Glenn-Ericson@att.net
__________________________
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