On 18 Apr 2007 10:54:31 -0700, [EMAIL PROTECTED] (Rugen, Len) wrote:

>Future potential
>
>> 
>> What makes one profit contributor more important than another?

Well, future potential has more than one side.    If software has the
biggest potential for IBM, it also has the biggest potential for
competitors.   It's not obvious to me that IBM's advantages over its
competitors in these software areas are significant.

Software might be the most important if it has a multiplier effect -
that a big data warehouse fits nicely on a big mainframe.    (Sell the
data management, not the blue box).

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