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To: rudedog who wrote (22550)	3/19/1998 8:55:00 AM
From: Richie	Respond to of 97611

Well Said! RichieH

To: rudedog who wrote (22550)	3/19/1998 10:41:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

A little more perspective on IBM from the trade press... IBM REPORT CARD: MUST IMPROVE HARDWARE IBM Corp's annual report reveals that hardware is far from the buoyant business that all the talk of a resurgence in mainframe MIPS would have us believe. Indeed only the oft-maligned desktop PC group actually showed growth for the year, and that was only 2%. PC Servers, S/390, AS/400 and RS/6000 all declined. Poring over the numbers, Merrill lynch & Co analysts figure sales of client devices as a whole were flat at $13.9bn, while PC sales, excluding servers, rose 2% to $12.7bn. Workstation sales declined steeply while server sales were down 4%. They estimate that S/390 sales declined to about $4.8bn, AS/400 was off at $3.3bn and the RS/6000 declined slightly to $2.4bn. PC server sales rose to $1.4bn. Storage sales declined 2% as tape sales grew and DASD performed less poorly. Other peripherals, which include printers and telecom devices, fell by 8%. OEM hardware sales jumped by 23% and semiconductor sales are estimated to have risen by 17% to about $2.5bn while disk drives increased more than 40% to $2.8bn. 40% of software sales are from distributed products and Notes seats doubled to 20 million.

To: rudedog who wrote (22550)	3/19/1998 2:24:00 PM
From: Chris McConnel	Read Replies (2) \| Respond to of 97611

>>> IBM is scrambling to transition away from mainframe, AS400, and RS6000 business without letting anyone know, kind of like an elephant trying to tiptoe. Sun has to move from their SPARC base to a standard platform and somehow embrace NT without losing their position as the last bastion of 'real' Unix. <<< I would say that many large companies are re-evaluating client-server and are giving main frames and minis a second look. Server centric and web centric computing delivers greater scalability, better security and it's a real bitch having to manage an NT server farm versus just one box with say 32 or more sparc processors running unix. This one of the reasons SUNW has been doing so well and one of the reasons why CPQ wants DEC. - Chris