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To: Tony Viola who wrote (50527)	3/12/1998 12:09:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Re: "without real competition."... Not quite. We've been through this before, but...System 390 will continue to sell very well for the following reasons:" Good grief - I didn't mean to imply Intel would compete with Mainframes! Paul

To: Tony Viola who wrote (50527)	3/12/1998 4:36:00 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Tony,>>>...System 390 will continue to sell very well...<<< I hope I'm not imposing on you, but I wonder if you could bring me up to some level of understanding concerning the current state of System 390 type computing. For instance: 1. What is the prognosis for System 390 type of computing? 2. Do they provide for visual computing (by themselves without going through front-end manipulation and or exotic emulations)? 3. Are current System 390 sales mostly upgrades; and, or, what is the rate of sales of System 390s for brand new applications or new organizations? 4. Are current System 390 type applications mostly stuff that were implemented earlier, such as for Airline Reservations (United, AMR, DAL);Car Rental (Hertz, Avis, National, etc); Banking transactions (CITI, BankAmerica, Wells Fargo...)? I am assuming that these large systems are mostly character based and that they were developed years ago and has over the years been upgraded and enhanced. If my assumptions are correct, how would you characterize these systems in terms of what these companies think of them? Do most end users feel that these systems are antiquated, not responsive to their real needs, and that a lot more functionality need to be added if they (the companies) are to remain competitive going forward? My main reason for asking these questions is to gauge the possibilities and time table for Merced to penetrate this market (in 5 to 10 year time span) - if that is a possiblity at all. Please excuse my ignorance - but I have been out of the loop in this area for quite some time now. I would greatly appreciate it if you could give me some kind of understanding of the state of this (your mainframe) industry. Regards, Mary Cluney