I suspect its likely more software than hardware … for instance you could claim 
CICS as cloud revenue if it used z/OS Connect to communicate across the 
network.  Most every company pushes the art of the possible through creative 
accounting.  This isn’t surprising.  Not saying it’s right, but, not surprising.

The net is, as you point out, that the mainframe revenue is likely under 
reported.   Let the groups do their investigations and the facts will show the 
truth.

Matt Hogstrom
[email protected]


“It may be cognitive, but, it ain’t intuitive."
— Hogstrom

> On Apr 7, 2022, at 9:19 AM, Bob Bridges <[email protected]> wrote:
> 
> Does this mean that IBM is selling substantially MORE mainframes than we've
> been saying in our the-mainframe-is-alive-and-well threads?
> 
> ---
> Bob Bridges, [email protected], cell 336 382-7313
> 
> /* As an adolescent I aspired to lasting fame, I craved factual certainty,
> and I thirsted for a meaningful vision of human life -- so I became a
> scientist.  This is like becoming an archbishop so you can meet girls.  -M
> Cartmill */
> 
> -----Original Message-----
> From: IBM Mainframe Discussion List <[email protected]> On Behalf Of
> Lionel B Dyck
> Sent: Thursday, April 7, 2022 06:54
> 
> https://www.theregister.com/2022/04/07/ibm_securities_lawsuit/?fbclid=IwAR3Q
> TGgN3SOMdbXBch5XQ4b95pfvugdJPSRpEto-6P0u33_mWAy0RPpt2nY
> 
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