Re: ibm earnings report

[Don <dr2@xxxxxxxx>]

Brad,

Unfortunately, I think IBM made the decision several years ago as to what 
they're selling and even Microsoft has it figured out - Services.  Heck, 
IBM's even changed thier NYSE type listing to a services company.

Don in DC

At 11:47 PM 4/18/2006 -0500, you wrote:
> On Tue, 18 Apr 2006 22:43:52 -0400
>  "Steve Richter" <stephenrichter@xxxxxxxxx> wrote:
> > On 4/18/06, Nathan Andelin <nandelin@xxxxxxxxx> wrote:
> > > Hmmm.  IBM's  sever homogenization strategy seems to be
> > nullifying (no, killing) its server  consolidation
> > strategy.
> > >
> >
> > it is good in a way that system p sales dropped along
> > with the i. If
> > system i sales had dropped as they did and system p grew,
> > IBM would be
> > tempted to drop us. As it is, this might be a wake up
> > call that the p
> > and i are in the same boat together and it is time to
> > merge the two
> > systems ( system pi ! )
> >
> > IBM has to stand its ground and fight. With the steady
> > improvement of
> > Intel based servers and MSFT server OS, what is the value
> > add of a PPC
> > server from IBM? an improved i5/OS perhaps?
> >
>
> IBM also needs to decide if they're selling hardware or
> software.  It seems both... and if websphere sales continue
> to grow, I would expect hardware sales to grow as well
> (most shops that get suckered into websphere normally need
> more hardware, well, only if they use ws).
>
> If not, maybe we'll finally see i5/os for the PC.  :)  I
> wouldn't want to know the price, though.
>
> Brad
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