On 17 Apr 2007 09:53:03 -0700, in bit.listserv.ibm-main you wrote:

>I see from their annual report
>ftp://ftp.software.ibm.com/annualreport/2006/2006_ibm_annual.pdf
>that System z hardware revenue is up 7.8% with an 11% increase in MIPS 
>shipped.  Given that a z9 is more than 11% bigger than a z990, I guess that 
>means that they sold fewer mainframes than in 2005.  Even so, I think that 
>the shareholders *do* care about the mainframe.

Based on what is happening on other fronts, an 11 percent increase in
MIPS is actually a DECLINE in sales.  I think that I may pursue the
suggestion made in another posting to ask questions at
wwww.ibm.com/investor.
>
>If they were smart, they'd be asking why they can't sell more mainframes and 
>why they can only get an 11% increase in MIPS in a year.  It's better than the 
>year before (7%) but still pretty pitiful.  What would happen if IBM were to 
>take action to let them sell 50% more MIPS every year?  I believe that there 
>would be plenty if demand for that to happen if people didn't think there was 
>good reason to move away from the mainframe.
>
>I believe that there are now two reasons.  The traditional one is the 
>*perception* that mainframe software is too expensive.  Now there is another 
>reason, the *perception* that IBM is willing to let the mainframe die, as 
>evidenced by making life more difficult for the smallest developers.

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