Re: ibm earnings report

["Brad Stone" <brad@xxxxxxxxxxxx>]

On Tue, 18 Apr 2006 22:43:52 -0400
 "Steve Richter" <stephenrichter@xxxxxxxxx> wrote:
> On 4/18/06, Nathan Andelin <nandelin@xxxxxxxxx> wrote:
> > Hmmm.  IBM's  sever homogenization strategy seems to be
> nullifying (no, killing) its server  consolidation
> strategy.
> >
> 
> it is good in a way that system p sales dropped along
> with the i. If
> system i sales had dropped as they did and system p grew,
> IBM would be
> tempted to drop us. As it is, this might be a wake up
> call that the p
> and i are in the same boat together and it is time to
> merge the two
> systems ( system pi ! )
> 
> IBM has to stand its ground and fight. With the steady
> improvement of
> Intel based servers and MSFT server OS, what is the value
> add of a PPC
> server from IBM? an improved i5/OS perhaps?
> 

IBM also needs to decide if they're selling hardware or
software.  It seems both... and if websphere sales continue
to grow, I would expect hardware sales to grow as well
(most shops that get suckered into websphere normally need
more hardware, well, only if they use ws).  

If not, maybe we'll finally see i5/os for the PC.  :)  I
wouldn't want to know the price, though.

Brad