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>John Taylor said:
>I agree with your analysis, with one notable exception. You mentioned that
>you think IBM will be able to retain current MF & 400 customers with this
>strategy. I think this is certainly true at the high end, but from where I
>sit on the totem poll ( with a $100K 170), it doesn't seem to be the case.

>The component prices at this level of the market are forcing workloads off
>of the 400 *right now*. 

The "funny" thing about this is that I see a huge penalty in software costs
on NT over AS/400, i.e. hardware goes from $100K to $20K but software goes
from $20K to $100K. Sure, the OS might be cheap, but some of the
applications will kill you. I have a very limited view of the world in this
respect, but that's the way it looks from my little window. I think some
vendors had to keep AS/400 software prices low because that market is very
pragmatic. But same vendor puts out a similar product for NT or *nix and
charges much more for it.

>If uServer pricing is comparable to iSeries --and
>there is nothing to indicate otherwise-- then it will end up being an
>enterprise class server exclusively.

Yes, I think it will.

>What then of the small server market? Will IBM abandon it altogther? Or
will
>the xSeries live on to be targeted at that market?

Can't see them giving up that market - too big & flashy & easy to sell
services into. Yes, long live the xSeries!

-Marty
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