This assumes that all of IBM's revenue comes form hardware. I expect quite a bit of it comes from software license charges which are not linearly related to the hardware prices.
-----Original Message----- From: Dave Day Sent: Tuesday, June 30, 2009 2:13 PM To: [email protected] Subject: Re: OS/390 Roger, If IBM's current mainframe revenue stream was to dwindle to one twentieth of its current, how long do you think we would continue to see the improvements we have seen in both harware and software in recent years? Just to maintain current revenue, they would have to increase market share twenty fold. Estimates are that there are somewhere between 6 and 10 thousand z/OS shops, worldwide. Taking the smaller number, do you actually think z/SO could grow to 120,000 paying installations? I'm not a fan of IBM's current pricing strategy, as I do feel it is way to complicated, and overpriced. But 1/20th of the current revenue? I think we would all be taking in each other's wash to find work. They could not stay in the business. My .02, for what its worth. ---------------------------------------------------------------------- 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
