I was just thinking while reading Marcia's post quoted below that what she said 
made a lot of sense.  Then I noticed what could be a bias, as she works for 
IBM.  Actually, what she said still makes sense.   Is she taking over for 
Timothy Sipples?

The one thing about the whole Flex-ES thing that really bothers me is that IBM 
would cut off their support for it before announcing the replacement.  There 
are vague things said that what is coming will be great, but nothing concrete.  
Meanwhile, if your contract was at the end of its 3 years, your screwed.  Why 
not wait a year, and cut off the Flex-ES after the new product or whatever new 
program is announced and out.  It would be nice if IBM would address these 
issues.  

This really is a good point for Phil Payne to jump in.  I have always valued 
his opinions.  Much of what he has said in the past about what is coming for 
new models of CPU has come true

Eric Bielefeld
Sr. Systems Programmer
414-475-7434
Milwaukee, Wisconsin


---- Marcia Harelik <[EMAIL PROTECTED]> wrote: 
> Software margins are higher than hw margins. Any software that IBM sells, 
> not just mf sw, will yield more profit than selling hw. IBM is certainly 
> not acting like a company that wants to divest itself of a product line 
> such as the mainframe. Acquisitions like Candle, Vanguard and Consul 
> bolster the mf sw portfolio. New technology such as the specialty engines 
> of zAAP and zIIP demonstrate support of the platform. And IBM's fairly 
> recent (in the last 5-7 years) entry into the tools market does not 
> indicate complacency or a step back. Even CA, HP and Oracle are actively 
> supporting either existing mf boxes or experimenting with comparable 
> technology. 
> 
> We may be talking about two different things. The IBM business model, and 
> the future of the mf.  Clearly, IBM owns the most market share of mfs. And 
> IBM wants to optimize profits in the mf space. Some of its actions to 
> optimize profits may appear to others as a "killing off" of some aspects. 
> But the future of the mf---as a mixed workload server with 5/9 
> availability and high RAS--is strong and long. 
> 
> 
> Marcia Harelik
> IBM
> Market Management/zSeries and Linux Software
> US, Canada, Latin America
> Austin, Texas
> 512-380-9680

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