Re: And if you were worried about your future...

http://www.shagrat.net/cows.htm

- sjl

To: "Midrange Systems Technical Discussion" <midrange-l@xxxxxxxxxxxx>
Sent: Thursday, January 25, 2007 9:52 AM
Subject: Re: And if you were worried about your future...

I think we were a cash cow. Now we are just a cash calf.

Anyone want iVeal with your RPG?

----- Original Message ----- From: "Michael Ryan"

Subject: Re: And if you were worried about your future...

It will be a while before we're a commodity. We make IBM money without
a lot of effort on their part. I think we're a cash cow.

On 1/25/07, Trevor Perry <tperry@xxxxxxxxxxxxxxxxxxxxx> wrote:

IBM is selling parts of its business. Today, it is Ricoh buying the
Printing division. See here:
http://www.varbusiness.com/sections/news/breakingnews.jhtml?articleId=197000461

Quote: "The sale is the latest move by IBM CEO Sam Palmisano to rid the
company of low margin hardware products that are increasingly seen as
commodities."

So, while System i division is profitable, we can remain part of IBM? I
was comparing an 820 yesterday - list price was originally over
$2million. The current replacement cost is less than $250K. Maybe we are
heading for someone to buy 51%? When will we be a commodity?

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