...
Metagroup says, High software prices of Z/OS and dependent utility
software will slow zSeries annual growth
...
Where have you (and they) been?
Everything new is old again.

There have been people (myself included) trumpetting this since IBM
introduced tier-based pricing in 1984-1985.

Conversion may have accelerated, lately; the issue is NOT brand new!

The argument is not total cost.
Rather, it's mostly cost per seat.
All costs! Not just the ones MetaGroup (Gartner, et. al.) decide to include.

Frankly, I don't trust those people any further than I could throw a tantrum!

-teD

In God we Trust!
All others bring data!
  -- W. Edwards Deming

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