Re: Is CFINT IBM's way of getting rid of RPG? -- MIDRANGE-L

So, wait, what are you saying? That because JP Morgan speculated that the
market share of the AS/400 will dwindle that this proves IBM has plotted to
reach the "milking" stage? So you figure all the money they are spending on
developing new technologies dealing with the AS/400 is just a show they are
putting on?

Your premise is speculative and faulty. For instance, it doesn't really
project the market of the AS/400, it only looks at its performance compared
to other IBM hardware and software. You haven't bothered to clear up those
pesky details before reaching your conclusion.

The future of the AS/400 is not yet decided. There are still so very many
factors that it really doesn't even do for us to try to define them in a
quick set of posts. If you made up your mind based on such "evidence" then I
feel that much more secure in my own beliefs.

Chris Rehm
javadisciple@earthlink.net
If you believe that the best technology wins the
marketplace, you haven't been paying attention.


----- Original Message -----
From: "Leif Svalgaard" <leif@leif.org>
To: <MIDRANGE-L@midrange.com>
Sent: Saturday, July 28, 2001 2:47 PM
Subject: Re: Is CFINT IBM's way of getting rid of RPG?


> 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.
>

Actually, you should take OS/2 as an example of how wrong you are. Although
Microsoft abandoned it in favor of a more profitable direction, IBM fully
delivered on its promises and is still selling and supporting the product.
Including updating their application suite for it!

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