IBM Message Board - Msg: 5438181

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Technology Stocks : IBM

IBM 301.83

-1.3%

3:59 PM EST

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To: Mark Brophy who wrote (3682)	8/7/1998 11:18:00 AM
From: J R KARY	Read Replies (1) of 8218

IBM AS/400 PowerPC servers revs $13 bln/yr - UNIX report unclear Mark the UNIX marketshare statistic doesn't make sense shifting between units and $ size without ever giving the numbers for either . What is worth studying is IBM's PowerPC . The AS/400 began with the S/38 and was 1st known as IBM's "Future System" . It was a DB processor . Attached PCs used ASCI applications (VisiCalc , LOTUS etc) on the S/38's EBSIDIC files and a requirement arose for a common "file CPU". IBM's answer was the PowerPC , which in the AS/400 alone brings in $13/bln: " It has never played like a sizzling Top 40 hit or dominated cocktail chatter at industry trade shows, but IBM's AS/400 has quietly established itself as one of the most commercially successful server platforms this decade in both large and smaller shops. But as the 64-bit line of servers sails past its 10-year anniversary, IBM's Rochester, Minn.-based AS/400 division will have to jump over a number of technical and marketing obstacles if it hopes to continue the double-digit revenue growth it has brought in during the past three quarters. " infoworld.com Interesting that MSFT's NT is now OS/400 native but its IBM's PowerPC OS code which made the seam for NT . Hence , keep your eye on IBM's PowerPC - don't let the Sun blind you and keep you from buying Apples with your IBM dividends. Regards, Jim K.

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