Re: 2005 best year for iSeries in a DECADE

[Al Mac <macwheel99@xxxxxxxxxxx>]

This probably not the answer you looking for.

Pages 14-47 of IBM's annual report has "Management Discussion" comparing 
2005 to 2004
* IBM sold the Hard Drive part of the business
* IBM divestiture of PC business
* IBM profited from the settlement with Microsoft
* improved demand in the hardware business not including iSeries
* improved demand in many areas not mentioning iSeries
* Discussion of pension plan impact on IBM finances

They talk about how great on-demand is for their customers, failing to 
mention how it reduces IBM expenses to be able to make more standardized 
hardware packages.

I am not finding anything here about
* The Ernst & Young breach that stabbed 100% IBM employees in the back
* Continuing threat from SCO lawsuit

We also want to take a look at IBM form 10-K filed with SEC, especially 
item 1A on "Risk Factors"

After the general discussion and list of IBM products and services we get 
to the financials with explanations.

from 2004 to 2005 IBM revenue increased 0.8 % for iSeries
The best such increase was 39.2 % for Engineering and Technology Services 
while the worst was NEGATIVE 23.0 percent for Retail Store Solutions.  Just 
looking at the eServers
zSeries NEGATIVE 7.6 %
iSeries 0,8 %
pSeries 14.6 % due to POWER architecture
xSeries 5.9%

iSeries growth was due to increased demand for the POWER5 products
In 2005 IBM got 2,500 new iSeries clients

> Joe,
>
> any feef for where a lot of this growth is coming from?
>
> Is it companies upgrading a lot of aging kit, or compianies that are new to
> as400's
>
> cheers
> Colin.W
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