Sorry, Leif

Analogy no good...

There are roughly equivalent alternatives, which is why the iSeries loses
some customers to *nix and NT.

IBM is balancing that against the price on the 400...  Wouldn't be a problem
to IBM, except that if they lose TOO many 400s, and they don't go to pSeries
or xSeries, they lose (profits).  Plus, it just so happens that x/pSeries
don't have the margins.

But then you also have to factor in Software Group, Services Group revenues
(which are highly profitable) that they get from x/p...


| -----Original Message-----
| From:
| []On Behalf Of Leif Svalgaard
| Sent: Friday, December 28, 2001 3:11 PM
| To:
| Subject: Re: Changed to: Interactive Tax
| From: Adam Lang <>
| > They are not a monopolist.  Proprietary, yes, monopolist, no.  There are
| > alternatives, it just involves up front investment to move to it.
| >
| then Standard Oil was not a monopolist: there were alternatives: horse
| and buggy.

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