Bill Fairchild wrote:
>It is my opinion that they will also dump their hardware business the day it 
>no longer is profitable.  

Another thing to keep in mind, that as a product line declines, the costs to 
support that product line must also decrease, or the remaining customers must 
bear an ever increasing burden until a breaking point is reached and even the 
most conservative customers conclude they need to jump ship.

If for example, the number of customers for CICS licenses starts to decline, 
you can expect changes at Hursley Park.  Some of the greybeards will be shown 
the door, replaced with younger people at half the cost.  At some point, more 
and more support and development work will be shipped to cheaper locations 
(India, China, etc.).  And of course, customers will be asked to pay more.  And 
enhancements will slow down.  Eventually there will be a death spiral when 
customers are leaving the platform at such a rate that IBM can't squeeze their 
people or their customers any more.  It is then that they will put the plug, 
like HP did with the 3000 product line.  Or they might be convinced to make it 
open source like Linux and thereby gain community support.

John

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