From: "Jim Franz" <franz400@triad.rr.com>
> i would consider linux, domino, pase, and even websphere "outside".
> and i think there is more success there than we can see.
> the $625million in 4Q is not "all" existing accounts
> As ibm'rs have said for a while - "a lot of people buy the box and NEVER
> run rpg". How do we know that is not happening?

My gut-feel is that most iSeries sales go to existing customers.  Rochester
seems to be positioning the iSeries more for large data centers.  Not for
small companies or new startups.  That's what I meant by "seedlings".

According to Smith Barney, the $625 million is 16% less than 4Q 2000.  I
don't follow the numbers close enough to argue, however.  I hope you're
right.

> Besides, if you want to kick someone, kick the software vendors for
> not pushing their software on the iSeries.

That was my point, too.

Nathan M. Andelin
www.relational-data.com




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