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To: Shibumi who wrote (54832)	4/30/1998 2:53:00 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Shinumi>>> "In 2001, you'll probably have folks measuring mainframe sales in terms of tonnage, or some other metric that continues to allow mainframes to see some type (any type!) of growth." I think that this year we'll see mainframe revenue dollars go up vs. 1997. The reason is that CMOS mainframes have caught up with their older ECL cousins in terms of MIPS per CPU. This means that the CMOS ones will do what is called churn the older ECL ones, because customers can replace on a CPU for CPU basis. They like to do this because they have their machines tuned to the relative MIP size per CPU. Once those old ECL machines start to go, it may be like an avalanche. No-one is going to want to have the last "dynosaur". I think we've beat this mainframe thing to death, especially on a thread whose subject is a semiconductor/PC/workstation/server etc. company. Tony