-----Original Message-----
From: IBM Mainframe Discussion List [mailto:[EMAIL PROTECTED] On
Behalf Of Alan Altmark
Sent: Friday, April 06, 2007 4:38 PM
To: IBM-MAIN@BAMA.UA.EDU
Subject: Re: IBM to the PCM market(the sky is falling!!!the sky is
falling!!)

<SNIP>

But there have also been a lot companies go bust, plus the 
acquisitions and consolidations.  It seems an inevitible result of New 
and Improving the technology.  If we don't do it, we are viewed by 
analysts as dinosaurs, you know?  Rock.  Hard place.

<SNIP>

Sometimes you have companies that are as big as they wanna be, and
decide to NOT buy out competitors. So the company that makes fire hoses
is still in Orville OH and doesn't want to get bigger.

The company that was running VSE in Clearwater FL doing direct mailing
and migrated from a 3083 to a 4381 to a P/390 (from a 3083) is still in
business. Last I checked, they aren't interested in buying out their
competitors.

The service bureau that I worked for in Memphis migrated from a S/360-20
to some PCs to...

Not everyone buys into the drivel of the economic theorists that say
that the market is ever growing, and so have to dance to the analyst's
tune.

If IBM chooses to keep getting bigger, they will grow out of the MF. And
then what will they start growing to take the place of the P/Series and
I/Series? Probably some new concept machine possibly called an e050,
somewhere around 2040. It will have packed decimal, 64 bit architecture,
scalable horizontally and vertically with no increase in manpower. I
think Mad Magazine was ahead of its time.

----

BTW - IBM is partly culpable here. I know of shops (NDAs preclude me
from naming names) that were pushing bring in new systems so they could
have GUI based applications and decreed that the MF was going away. No
one asked if CICS could do GUI. No one asked if the MF could be a super
DB server. And IBM cried to the bank with all the new hardware sales
that took place (sharks, Regattas, etc.). As did the IBM sales people
who met their quotas.

Later,
Steve Thompson

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