In a recent note, McKown, John said:

> Subject:      Re: IBM to the PCM market
> 
> > Conspiracy theory:  Maybe IBM wants to kill off the
> > Mainframe, they just
> > want to be able to blame it on the users deserting the platform rather
> > than announcing a final end and having IBM desert the users.
> 
> I don't understand why IBM would do that. If the System z is not as
> profitable as some other system, such as the System p, then they could
> just say so and give their zSeries customers some sort of migration
> path. From what I've read, this is what Studebaker did. They stopped
> making cars because they determined that it was more profitable to do
> something else with their money. I don't know, but surely it would be
> more profitable to IBM do so such a thing than to just let companies "go
> their own way". Judging by my company (in the past), the most likely
> conversion would be to Intel or AMD processors.
> 
Ah, but it was easier to migrate from Studebaker to Rambler or
Dodge than from z/OS to Windows.  In the most ruthless scenario,
the vendor continues to serve an ever-dwindling captive customer
base at ever-increasing unit prices, milking every last drop of
revenue, until no price-point is profitable.

-- gil
-- 
StorageTek
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