Re: 2005 best year for iSeries in a DECADE

[Booth Martin <booth@xxxxxxxxxxxx>]

The point remains, Don, that the i5 is here, it is real, it exists.  It 
is, and always has been, a niche product.  It's only market has always 
been the organizations that want one phone number to call for everything 
from the wall outlet to the user training.  That market is a collection 
of strong, long-lived, and focused organizations that know what they 
want.  There always will be these organization, and there always will be 
bosses of them that say "let us focus on our core business, not our back 
office."

Attempts to position the i5 as competition to  all of the other 
mixed-product offerings out there are doomed to fail, just as they've 
failed for the past 30 years.



dr2@xxxxxxxx wrote:
> Al,
>
> the 2500 number was mentioned at COMMON during Town Hall...and if its
> ANYTHING like previous numbers touted by IBM, they're mostly sales in
> India, China, SE Asia, Japan and Australia....
>
> Now, let's compare that to the US GDP, World GDP, regional GDP's and ask
> ourselves, WHY ONLY 2500??????  And WHERE are the 2500!?    Yes, there are
> a FEW shoppes in the US that are converting to iSeries and I wish ALOT
> more were....but reality....
>
> The reason pSeries grew so much wasn't just Power...keep in mind that
> Oracle is pSeries's biggest BP...  Let's see, Oracle...Unix...yeah, those
> are 2 terms that are becoming VERY familier to many current and FORMER
> iSeries/i5/AS400(depending on which slide you were reading of IBM's
> presentations - some of which had all or multiples on the SAME slide)...
>
> Pound sand?  More like reality check is due.
>
> Yes, Joe, it's still the  best box out there...but will someone please
> tell IBM about it....  Once again at FOSE, the paltry IBM bar stool was
> manned by 4 IBM'ers that didn't have a clue what an iSeries was ...or a i5
> for that matter...but they were WELL versed in Windows, unix and
> SERVICES...
>
> Ever think that just MAYBE Balmar's comments were closer to reality??
>
> Don in DC
>
>
> \
> > 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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