Is this really growth, i.e. greater dollars and more boxes, or just
more capability.
What IBM reports to Wall Street is a revenue figure (12% increased revenue
for System z servers). That's important information to Wall Street, but a
lot of folks might be wondering, So, what's inside that?
I
Timothy Sipples wrote:
snip
I don't know
whether the 12% figure is in constant currency or not, but the dollar
isn't 12% weaker, and you have some large mainframe markets (like Japan)
with weak currencies anyway.
/snip
The 12% is 'as reported'. It is 8% in CC (constant currency).
According
On Wed, 2007-04-18 at 16:37 +0900, Timothy Sipples wrote:
That leaves just one option: IBM is actually selling more mainframe
capacity.
May be true, if misleading.
Does the number of boxes matter? Not really, no, because of greater
capability.
Mmmm - got news for you fella.
For most
Snip
Does the number of boxes matter? Not really, no, because of greater
capability. For most customers two is a very good number of mainframes to
have (assuming in-house disaster recovery capability). You can get an awful
lot of capacity in a single frame. What I suspect is happening is that a
Snip
When the (original) z/Series roadshow rolled into town, consolidation
was *the* message. I posited that IBM seemed to be encouraging customers
to dismantle parallel sysplex(es) and consolidate to a single CEC.
Was (of course) rejected by the assembled blue army, but blind Freddy
could see
Tom Moulder wrote:
Thank you Timothy for informing us that the same customers and maybe a few
new ones are running fewer z machines to do more. Why are they ordering
bigger machines? Could it be the introduction of DB2 Version 8 or 9?
Trying to run Websphere on z? Software is a good market
Birger Heede wrote:
Timothy Sipples wrote:
snip
I don't know
whether the 12% figure is in constant currency or not, but the dollar
isn't 12% weaker, and you have some large mainframe markets (like Japan)
with weak currencies anyway.
/snip
The 12% is 'as reported'. It is 8% in CC (constant
On 18 Apr 2007 09:38:37 -0700, [EMAIL PROTECTED] (Steve Comstock)
wrote:
Revenue in software, IBM's most important profit
contributor, rose 9%, or 5% adjusted for currency.
About half its growth came from acquisitions.
What makes one profit contributor more important than another?
Future potential
What makes one profit contributor more important than another?
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On 18 Apr 2007 10:54:31 -0700, [EMAIL PROTECTED] (Rugen, Len) wrote:
Future potential
What makes one profit contributor more important than another?
Well, future potential has more than one side.If software has the
biggest potential for IBM, it also has the biggest potential for
Just announced to Wall Street Yet more mainframe double digit growth
amidst declining prices. One of the fastest growing parts of IBM.
Thank you.
- - - - -
Timothy Sipples
IBM Consulting Enterprise Software Architect
Specializing in Software Architectures Related to System z
Based in
On 17 Apr 2007 14:09:17 -0700, in bit.listserv.ibm-main you wrote:
Just announced to Wall Street Yet more mainframe double digit growth
amidst declining prices. One of the fastest growing parts of IBM.
Is this really growth, i.e. greater dollars and more boxes, or just
more capability. In
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