Ted MacNeil writes: >>Market penetration has measurement problems also. >Exactly! >So, that's why you cannot make those kind of global >statements!
Ted, what can I tell you? IBM's CFO said IBM System z gained marketshare. Now, while his prepared remarks include both GAAP and non-GAAP statements -- and you should read the whole thing for all the details, including the SEC filing -- unless you've got some information that says he's wrong, I don't know what point you're trying to make. The quarterly financial results for any publicly traded company, including IBM, get reported to the U.S. Securities and Exchange Commission, the Internal Revenue Service (for tax purposes), and are scrutinized by independent auditors. There's a whole legal and regulatory framework for how this stuff gets reported, accurately. Revenue gets counted and counted well. And since IBM (and others) have a really good estimate of total server revenue in the global market, yes, the CFO can (and did) make that kind of "global statement." But I don't speak for IBM. The CFO and a few others do. You can read what he said. Thank you again, all, for your continuing and growing business. - - - - - Timothy Sipples IBM Consulting Enterprise Software Architect Specializing in Software Architectures Related to System z Based in Tokyo, Serving IBM Japan and IBM Asia-Pacific E-Mail: [EMAIL PROTECTED] ---------------------------------------------------------------------- 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
