No tears for Unisys. IBM is hardly from the same cloth, though.
Still, they seem to have missed the sub-zero idea, so we'll
see what happens, but I'd be very surprised if they toss in
the towel. I guess this is personal bias, but I see Unisys as
a long-term loser and IBM as a long-term player (whether they
fall out as a big winner or not). WDIK, but that's the way
it appears to me.
PB's another story. Unisys is dumping a line; PB would be
dumping the business. I don't have a feel for that, but
NEC's got pockets and I think we'd see a fight. It's
survival. Somebody's going to sell tin if there's a market
for iron, and PB does that about as well as anyone does.
Some folks I know would say tinnier than most.
I'll repeat what I posted several months ago--the high-end
players look like IBM, HP, and CPQ to me. These guys can
sell into the entire enterprise from top to bottom as well
as the home, home office, home business, and small business
markets. They do it all, and each of these segments will
support the others, not only in product synergy but also
in revenue support when one or the other segment slows down
for a while, IMHO. |
