-----Original Message-----
From: IBM Mainframe Discussion List [mailto:[EMAIL PROTECTED] On
Behalf Of Timothy Sipples
Sent: Thursday, April 05, 2007 12:43 AM
To: [email protected]
Subject: Re: IBM to the PCM market(the sky is falling!!!the sky is
falling!!)

Steve Thompson writes:
>Meanwhile, IBM is RUNNING from the low end customers. They aren't out
>there marketing to the bottom end companies. Each system that comes ou=
t,
>the CPUs are how much faster than before?
<SNIPAGE>

Apparently IBM understands this, so all the above is good news, yes?

Where do these rumors start?
<SNIP>

Hmmmm. What happened to the Tier 2 z/Series Partners? That was where my
market was because we were ONLY allowed the M/P boxes unless we got
special approval from IBM. 

Speaking of the MP boxes, tell me again the offering from IBM that has
DASD inside the box so that there is a single foot print for processor
and its needed DASD and price.

Sure, sell me a z9 with small a small CPU. Now sell me all the channels
(ESCON or FICON) and RAID that I need. How much for that RAID box? And
how many I/O connections do I need to it?

Compare and contrast to a FLEX-ES box or a Multiprize Box. 

Now add the long MF sales cycle and tell me again how many of these
Mainline, T3, Cornerstone, Berbe, etc. sell in a year vs larger systems
(do not count ISVs).

When the world was very knowledgeable about what the competition was
doing, IBM came out with the S/360. The rest is history. All one had to
do was migrate their data once, and migrate their programming language
once, and moving up the line was relatively easy (yes, we can get into
VS, and XA if you wanna).

Migrate from a Windows environment. The machine had better be pretty
much turnkey. And the cost of the migration of systems software (data
base, web service, etc.) had better be pretty cheap.

That's the bottom end you are talking to today. Not a company that has
outgrown tabulators. 

In 1995, at the POK disclosure meetings we were told that the MVS
license base was growing. And the reason for that growth was the P390,
and as I recall, it wasn't just ISVs buying them.

And so with all that IBM has done, is the MVS license base getting
larger or smaller?

Regards,
Steve Thompson

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