RE: Any comments on Fontecchio's blog?

[Nathan Andelin <nandelin@xxxxxxxxxxxx>]

> Crump, Mike wrote:
> I'm not getting into the whole IBM doesn't give us all the
> numbers we want or need argument...

Yeah, IBM doesn't disclose all the numbers we'd like, but their 
accountability seems to be getting better.  I recall a user group 
meeting where the IBM rep indicated that system shipments tended to be 
going up, installed system capacity tended to be going up, global 
services revenue was going up significantly, but system revenue tended 
to be going down.  Hardware is becoming more of a commodity, and IBM has 
begun unbundling software from the hardware, so hardware revenue is 
dropping.

Regarding the "New Power Equation" announcement that IBM will be touting 
at Common, I don't know any specifics, but it seems to me that the thing 
that IBM really is able to crow about is the energy efficient 4GHz clock 
speed of the Power 6 processor, so my guess would be that they'll be 
crowing about expanding the new chip to various product lines.

Nathan.