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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (45062)	1/23/2006 11:52:00 PM
From: shades	Respond to of 116555

HAHA - Steve jobs said intel has lots of supply to unload into his new MACS. Even the dead fish have finally gotten that message; eight investment analysts downgraded the stock on Wednesday Phil grande says - wall street downgrades after all the moves down have been made and scare out the last few remaining longs - then the "smart" money starts buying at the bottom. He is saying watch for a bottom in INTC soon if the market rebounds. As to IBM dying - well they do a lot of fugged up things - I saw a lot of waste there - but they are IBM - and they had a lot of good bright people too - they can get away with it for now - who else do you think of for mid level or mainframe computing? HP? Sun? en.wikipedia.org IBM's zSeries and System z9 revenues are growing, despite declining prices, suggesting that view is indeed widespread among technology buyers. Major independent analysts, such as Gartner, reinforce that assessment. When discussing the mainframe market it's no exaggeration to say that IBM defines it. As of early 2006, IBM mainframes dominate the market at well over 90% marketshare. The company started shipping the market's most powerful mainframe, the System z9-109, in late 2005 and spent a breathtaking $1.2 billion developing it. IBM also lowered the price substantially, effectively decreasing software prices by 10%, memory prices by 20%, and Linux and Java processor prices by about 25%. In 2005, numerous press stories detailed the loss of sensitive personal information from careless data handling. In one example, CardSystems, a U.S. credit card processor, discovered that thousands (if not millions—the exact number is unknown) of its credit card customers' records had fallen into the hands of hackers, thanks to a computer worm installed on one of its Microsoft Windows servers. The CardSystems breach cost an estimated $2.75 billion (U.S.), although the exact figure is difficult to ascertain. Financial institutions have not experienced these security-related failures with their mainframes, so many organizations are reassessing their entire data handling practices, often focusing on data recentralization on secure systems. In another example, Comair's airline crew scheduling system, installed on a non-mainframe server, failed during the busy Christmas travel season in 2004. Comair's Board of Directors fired its CEO as a consequence. Analysts expect a "flight to quality" to boost mainframe business given continuing high profile IT failures. (Mainframes do enjoy a justified reputation for reliability and security.) Replacement of older 31-bit systems, including Amdahl and most Hitachi models, should also positively affect IBM's mainframe revenues, especially in 2006 as those older systems reach their end-of-life. (z/OS will only support 64-bit systems from early 2007 onward.) Supercomputers tend to cater to science and the military, while mainframes tend to target business and civilian government applications. Weather modeling, protein folding analysis, and digital film rendering are all tasks well suited to supercomputers. Credit card processing, bank account management, market trading, and social insurance processing are tasks well suited to mainframes. (Exception: Certain military applications require high security, a mainframe strength.)

To: mishedlo who wrote (45062)	1/23/2006 11:58:05 PM
From: shades	Respond to of 116555

DJ Ex-BOJ Taya: BOJ May End Easy Policy Around Spring . TOKYO (Dow Jones)--The Bank of Japan may end its five-year-old quantitative easing policy around spring, former Bank of Japan board member Teizo Taya said Tuesday. The core consumer price index, the benchmark for the central bank's easy policy, will remain stable above zero and conditions for ending the policy may be met in the coming months, Taya, now a special counselor at the Daiwa Institute of Research, said in a lecture on the outlook for the Japanese economy.