| Title: | The Digital way of working |
| Moderator: | QUARK::LIONEL ON |
| Created: | Fri Feb 14 1986 |
| Last Modified: | Fri Jun 06 1997 |
| Last Successful Update: | Fri Jun 06 1997 |
| Number of topics: | 5321 |
| Total number of notes: | 139771 |
There is an article in the Wall Street Journal today about IBM.
The point of the article is that IBM has achieved about half of their
net profit in their recently announced earnings based on greater than
expected sales of mainframe systems.
It also states that IBM can't count on this source of profits for
all that much longer. It mentioned that there are vendors working
on CMOS technologies that will fairly quickly rival performance
of mainframe systems. It also said that IBM's strategy for client
server computing is not well defined and behind that of other vendors.
The problem I had with the article was that they mentioned only Sun
and HP and Hitachi (another mainframe maker potential alternative to IBM).
No mention of Digital!
We clearly have CMOS based systems today that greatly outperform
mainframes TODAY with our 8200/8400 announcements.
Here is another example of Digital products not understood or reported
on in the press.
The good part of the article was that it clearly was not favorable to
IBM. If we can't seem to get the positive press we exposure we really
should, at least one of our competitors is getting unfavorable press.
| T.R | Title | User | Personal Name | Date | Lines |
|---|---|---|---|---|---|
| 3837.1 | Bad News | MIMS::SANDERS_J | Fri Apr 28 1995 19:25 | 9 | |
The article also stated that IBM's strategy to confront Intel (PowerPC)
and Microsoft (OS/2) had been a big flop.
Other items were that its RS/6000 AIX Unix systems were not up to the
task of being enterprise-wide servers.
It was truly a negative article.
IBM down $1.75 at 15:09.
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| 3837.2 | Mainframe, Enterprise Server, ??? | NEWVAX::MURRAY | Its now, or never | Mon May 01 1995 11:44 | 4 |
hmmm...
I'm not so sure what the definition of a mainframe is today? cost?
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| 3837.3 | GRANPA::MWANNEMACHER | NRA member in good standing | Mon May 01 1995 12:06 | 8 | |
It would shock me if a negative article could affect a stock price like
that. Especially after the corporation (IBM) just turned a $1B+ profit
the last quarter.
Mike
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| 3837.4 | RE .3 | AKOCOA::KAMINSKY | Mon May 01 1995 14:34 | 18 | |
RE .3
The point of the article was that the high level of profit was
generated in large part to the unexpectedly strong sales of mainframes
and their relatively high margins.
With our new products, we should be able to grab market share and hurry
along the demise of the mainframe business that IBM itself had been
forecasting.
This will reduce that hefty profit picture that they were able to
report last period. The article also mentioned that their pc business
was about $1 billion in the red!
We have a real chance to succeed at the expense of our competitors if
we are aggressive.
Ken
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| 3837.5 | Aim gun at someone else's foot... | RDGENG::WILLIAMS_A | Wed May 03 1995 09:43 | 7 | |
re .4
.. agreed, as long as we target *their* customers with our new
(low margin) stuff.
maybe it was the increase in sales of *our* old stuff (Vax, remember?)
just recently that helped us too.... Just wondering.
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