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Ahead of plan and no fear of the sky falling in IBM's G 6 announcement
Not a mention of Y2K , or even Jules' puts , instead forecasting IBM's new G 6 will add to the G 5's server success , which settled for a humble 95 % of market share:
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" Mainframes, despite IBM's diversification into software and computer services, remain key to financial performance for IBM, the world's largest computer maker...
...IBM hopes the G6 machines will capitalize on the momentum of the G5 Server, which analysts say has captured as much as 95 percent of worldwide sales of mainframe computers over the last three
quarters, leaving only crumbs for Hitachi Data and Fujitsu Ltd.'s Amdahl, IBM's two direct competitors.
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95 % is that all we can expect from IBM ? Thimk again:
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"Each mainframe sale tends to bring in additional software and services revenue.
''Obviously, the more successful we are shipping 390 (computer) capacity, the more it benefits our middleware (software) business, our financing business, and to some degree our services business,''
(IBM's )Carlucci said.
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Ships in May so the G 6's revenues will show up in 2Q99 -- Let the good times roll !
Jim K. |
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