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  • Subject: Re: Is CFINT IBM's way of getting rid of RPG?
  • From: Don <dr2@xxxxxxxxxxxx>
  • Date: Sat, 28 Jul 2001 19:06:55 -0400 (EDT)



Leif,

did they also happen to give stats on REAL NUMBER OF CPU's in production?
NOT this 750,000 units crap...stuff that's actually plugged in cranking
cycles?? :)




On Sat, 28 Jul 2001, Leif Svalgaard wrote:

> From: Chris Rehm <javadisciple@earthlink.net>
> > 
> > But IBM has to come up with a way to price if they want to expand the
> > iSeries into the market that has grown up over the last couple of decades.
> 
> A recent report from J.P.Morgan (likely commissioned by IBM) gives figures
> about how the iSeries market performance is seen.
> 
> 1999    11.7    12.5    12.1 
> 2000    10.6    11.3    10.9 
> 2001     9.0        8.4     8.7 
> 2002     8.4        7.4     7.9 
> 
> The first column is the year, the 2nd column is OS/400 revenue
> in % of total IBM software revenue, the 3rd column is AS/400
> revenue in % of total IBM hardware revenue. The last column
> is the average of 2nd and 3rd.
> 
> The decrease is about 1.5%/year. At this rate, the percentage
> will reach 0 by 2007. It probably does not pay to struggle any longer
> when the percentage drops below say 3 or 2, so we are talking
> 2005-2006 for when the iSeries goes the way of AD-Cycle, OS/2,
> OV.
> 
> 
> 
> 
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