-----Original Message----- From: IBM Mainframe Discussion List [mailto:[EMAIL PROTECTED] On Behalf Of David Day Sent: Thursday, April 05, 2007 5:32 PM To: [email protected] Subject: Re: IBM to the PCM market(the sky is falling!!!the sky is falling!!) <snip>
Where will IBM get the $$$ to fund the hardware and software development in your scenario? <snip> At its peak, AMDAHL was getting 50% of the PCM market share. That represented 7+% of the total mainframe share. And I think that included the times when there were 43xx PCM manufacturers. So, if IBM had 85% of the market, do you think they would really be hurt? And if IBM had 100% of the top 2/3rds, I think they would be crying all the way to the bank. And if, in the end, it resulted in MF installs climbing back above 30,000, just how badly hurt would IBM be? (30,000 figure came from IBM circa 1995, POK Vendor Disclosure Meetings). I can see it now, IBM Annual Report: "We have seen the number of licenses for z/OS increase for the second straight year, eclipsing the 30,000 from the early 1990s. We believe that this strong growth has been fueled by our ...." Regards, Steve Thompson ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to [EMAIL PROTECTED] with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
