Crump, Mike wrote:
I'm not getting into the whole IBM doesn't give us all the
numbers we want or need argument...

Yeah, IBM doesn't disclose all the numbers we'd like, but their accountability seems to be getting better. I recall a user group meeting where the IBM rep indicated that system shipments tended to be going up, installed system capacity tended to be going up, global services revenue was going up significantly, but system revenue tended to be going down. Hardware is becoming more of a commodity, and IBM has begun unbundling software from the hardware, so hardware revenue is dropping.

Regarding the "New Power Equation" announcement that IBM will be touting at Common, I don't know any specifics, but it seems to me that the thing that IBM really is able to crow about is the energy efficient 4GHz clock speed of the Power 6 processor, so my guess would be that they'll be crowing about expanding the new chip to various product lines.


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