On Wed, 2007-04-18 at 16:37 +0900, Timothy Sipples wrote:

> That leaves just one option: IBM is actually selling more mainframe
> capacity.

May be true, if misleading.

> Does the number of boxes matter? Not really, no, because of greater
> capability.

Mmmm - got news for you fella.

> For most customers two is a very good number of mainframes to
> have (assuming in-house disaster recovery capability). You can get an awful
> lot of capacity in a single frame. What I suspect is happening is that a
> lot of customers (and more customers) are buying more MIPS, more memory,
> more coupling facilities and Parallel Sysplex, and more zAAPs/zIIPs/IFLs,
> and they're getting all that in fewer footprints per data center because
> fewer can deliver more capacity.

When the (original) z/Series roadshow rolled into town, consolidation
was *the* message. I posited that IBM seemed to be encouraging customers
to dismantle parallel sysplex(es) and consolidate to a single CEC.
Was (of course) rejected by the assembled blue army, but blind Freddy
could see the end result, even then.
What I see happening is more M-thingies (MIP, MSU, Marketing blurb, ...)
being sold to fewer sites. And too many of them out-sourcers.

>From my perspective, I certainly don't see any of this adding up to more
opportunities.

Shane ...

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