Roger Bolan wrote:
If you didn't get the reference, you really need to rent this movie:
Animal House.:-)
I started from the beginning. Now just seen Metropolis and Dr. Caligari
vbg
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Sd
Hopefully you didn't miss out Abel Gance's La Roue. :-)
Martin
Martin Packer
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Ted MacNEIL wrote:
We can compare MIPS (or other measures) growth in the following categories:
- sales (this is what IBM presented)
- MIPS growth in my datacenter, avg growth per datacenter
- MIPS growth per CPU or per server.
You missed:
- MIPS growth through new data centres
That would be
If you didn't get the reference, you really need to rent this movie:
Animal House.:-)
Roger Bolan
l
IBM Mainframe Discussion List IBM-MAIN@BAMA.UA.EDU wrote on 07/20/2008
08:15:34 AM:
Schwartz, Alan wrote:
Time for a John Blutarski quote (from Animal House)
Over? Did you say over?
Schwartz, Alan wrote:
Time for a John Blutarski quote (from Animal House)
Over? Did you say over? Nothing is over until we decide it is! Was it
over when the Germans bombed Pearl Harbor? Hell no! And it ain't over now.
'Cause when the goin' gets tough... the tough get goin'! Who's with me?
We can compare MIPS (or other measures) growth in the following categories:
- sales (this is what IBM presented)
- MIPS growth in my datacenter, avg growth per datacenter
- MIPS growth per CPU or per server.
You missed:
- MIPS growth through new data centres
-
Too busy driving to stop for gas!
, you can
contact the SEC by visiting http://www.sec.gov.
re:
http://www.garlic.com/~lynn/2008k.html#20 IBM's 2Q2008 Earnings
I didn't say that IBM was having auditing and accounting errors ... I
said that there is increasing percentage of filings that having to be
restated because of audint
, you can
contact the SEC by visiting http://www.sec.gov.
re:
http://www.garlic.com/~lynn/2008k.html#20 IBM's 2Q2008 Earnings
http://www.garlic.com/~lynn/2008k.html#25 IBM's 2Q2008 Earnings
... no, just that there are increasing cases ... that just because it is
an SEC filing doesn't necessarily make
Ed Finnell writes:
I read thru the thing at http://www.ibm.com/investor/2q08/
and it looked like a lot of consolidation back to the
mainframe-most likely z/VM and z/Linux. Especially if you
look at decline in i-System on p.21.
You have to be very careful about the System i numbers though, and
In a message dated 7/18/2008 4:13:52 A.M. Central Daylight Time,
[EMAIL PROTECTED] writes:
microprocessors definitely -- but now it's official.) So some of the System
p sales are to run i OS (on the whole server or part of the server), and
reported System i sales reflect only System i
1. System z (hardware) revenue was up 32 percent for the quarter (year
over
year); capacity (MIPS) grew 34 percent. That means System z gained
marketshare again. It also means customers keep getting lower average
per-MIPS pricing, especially for most non-U.S. dollar buyers. (That's
just
-Original Message-
From: IBM Mainframe Discussion List [mailto:[EMAIL PROTECTED] On Behalf
Of Kelman, Tom
Sent: Friday, July 18, 2008 9:38 AM
To: IBM-MAIN@BAMA.UA.EDU
Subject: Re: IBM's 2Q2008 Earnings
1. System z (hardware) revenue was up 32 percent for the quarter (year
over
year); capacity
Timothy Sipples wrote:
Ted MacNeil writes () in reply to me ():
1. System z (hardware) revenue was up 32 percent
for the quarter (year over year); capacity (MIPS)
grew 34 percent. That means System z gained
marketshare again.
You CANNOT say that, as a completely accurate statement!
The following message is a courtesy copy of an article
that has been posted to bit.listserv.ibm-main as well.
[EMAIL PROTECTED] (Timothy Sipples) writes:
The quarterly financial results for any publicly traded company, including
IBM, get reported to the U.S. Securities and Exchange Commission,
- Original Message -
From: Schwartz, Alan [EMAIL PROTECTED]
Newsgroups: bit.listserv.ibm-main
Sent: Friday, July 18, 2008 10:47 AM
Subject: Re: IBM's 2Q2008 Earnings
Time for a John Blutarski quote (from Animal House)
Over? Did you say over? Nothing is over until we decide
The following message is a courtesy copy of an article
that has been posted to bit.listserv.ibm-main,alt.folklore.computers as well.
[EMAIL PROTECTED] (Timothy Sipples) writes:
You have to be very careful about the System i numbers though, and
Loughridge explained this. When you buy a new
If the increased capacity went to existing
companies, then there is NO increase in share.
Actually IBM's CFO said that (gained marketshare), so I'm just repeating
what he said.
Just because the CFO said it, it doesn't make it so.
To prove an increase in share you need at least a market
Ed Finnell writes:
The beauty of the Z6/Z10 was that by using the G6
Power fabrication foundry IBM should be able to use
a single supply chain for materials and packaging.
I would beg people to just go to Google, find the 30,000 foot digital
images of the z10 and POWER6 microprocessors, and
In a message dated 7/18/2008 11:26:58 P.M. Central Daylight Time,
[EMAIL PROTECTED] writes:
I really, really don't know where this they're the same mythology got
started. Take a look at Charles Webb's presentation if you want a partial
list of the many differences. Or just look at the
I haven't listened to IBM's earnings conference call yet (in which there
might be more nuggets of information), but the CFO's prepared remarks are
quite interesting:
http://www.ibm.com/investor/2q08/presentation/2q08prepared.pdf
Here are the facts I pulled out of the prepared remarks:
1. System
1. System z (hardware) revenue was up 32 percent for the quarter (year over
year); capacity (MIPS) grew 34 percent. That means System z gained
marketshare again.
You CANNOT say that, as a completely accurate statement!
You need to know how many new customers those MIPS were sold to.
If the
Ted MacNeil writes () in reply to me ():
1. System z (hardware) revenue was up 32 percent
for the quarter (year over year); capacity (MIPS)
grew 34 percent. That means System z gained
marketshare again.
You CANNOT say that, as a completely accurate statement!
You need to know how many new
Market penetration has measurement problems also.
Exactly!
So, that's why you cannot make those kind of global statements!
-
Too busy driving to stop for gas!
--
For IBM-MAIN subscribe / signoff / archive access instructions,
Ted MacNeil writes:
Market penetration has measurement problems also.
Exactly!
So, that's why you cannot make those kind of global
statements!
Ted, what can I tell you? IBM's CFO said IBM System z gained marketshare.
Now, while his prepared remarks include both GAAP and non-GAAP statements
-- and
Sorry, I missed an important nuance in what IBM's CFO said. Here's what I
wrote (directly out of the prepared remarks):
4. IBM shipped a record number of System z specialty engines in the
quarter, indicating strong demand for placing new applications on the
mainframe.
That's *number* of engines
In a message dated 7/17/2008 11:45:18 P.M. Central Daylight Time,
[EMAIL PROTECTED] writes:
That's *number* of engines (zAAPs, zIIPs, IFLs). And that's a really
important distinction because each System z10 EC engine has much more
capacity than, say, a z990 or z9 engine. Thus the strong
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