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To: Tony Viola who wrote (54729)	4/28/1998 8:27:00 PM
From: Francis Chow	Respond to of 186894

All check out electronicnews.com Good article on slowing of electronics industry and good article (near bottom of page) on IBM's Q1 PC sales.

To: Tony Viola who wrote (54729)	4/28/1998 10:26:00 PM
From: rudedog	Read Replies (1) \| Respond to of 186894

Tony - You obviously understand the big iron world pretty well. I started programming on 1440's and 1800's, moved to 360's when they came out in the mid-60's, so I have watched the evolution of the high end at close range. How would you compare the points you mention vs. Tandem's Himalaya systems? I realize that S390 covers a broad range of industries (i.e. about everyone) while Tandem plays in a very narrow niche in the financial and telecom space. But in terms of reliability Himalaya gets 'one more 9' than the best S390 systems, and serviceability is also on a par - I once saw a demo where every piece of a himalaya was replaced, and all of the software including apps was upgraded, all while never falling below the response time or performance metric. Himalaya is based on MIPS processors, so there is the near certainty that the architecture will move to something else in the next few years. Merced certainly looks like a possibility. And given CPQ's volume and recent purchase of DEC, Tandem might move out of its niche. Any thoughts on what a move like this might mean?

To: Tony Viola who wrote (54729)	4/29/1998 8:54:00 AM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

Tony, >>>Mainframes sales, now based on CMOS technology vs. the obsolete ECL, are growing faster now in terms of MIPS shipped per month, or year, than ever.<<< That may just be a dead cat bounce. Certainly in terms of $s, units, or market share - the picture may not be as rosy. Tell me what you think of the following article: techweb.com For starters they are saying: >>>The world's oldest e-commerce system is on its way to becoming part of the brave new world of Internet commerce. It's older than DOS. It's older than Unix. Heck, it's older than the System/370 mainframe. But it's still the operating system that runs nearly a million terminals at airlines and travel agencies worldwide. It's called Transaction Processing Facility, or TPF. And it's coming to the Internet. In a partnership formed to help airlines upgrade TPF networks originally built in the 1960s, Cisco, IBM, and Societe Internationale de Telecommunications Aeronautiques (SITA) unveiled last week products, services, and standards designed to move mission-critical airline information systems to IP.<<< Our friend Jules B. Garfunkel has been laying out, quite persuasively, the bear case for IBM and the mainframe computer market for the past two years on the IBM thread: Message 3957789 It would be terrific if you and Jules could get into it stating your respectives positions on the future of the mainframe computer and the impact of Merced, McKinley, and such on IS. Having the views of two real savvy technical types and sharing their experiences would give us investors a real edge over the professional money managers and analysts who look out maybe 14 nanaoseconds. Kind of like letting the world know that these talking heads (jokes) shouldn't be relied on for anything really serious when it comes to techs. I still maintain that technical types would find it easier to do financial analysis than these joke financial analysts trying to do technology analysis. Come to think of it even the dreaded Mr. Ali Chen could probably contribute constructively to such a discussion - although that would be asking a lot. Just some wishful thinking. Regards, Mary