RE: Funny Numbers?

Sorry wasn't there that morning when I went to www.ibm.com That's the place to start. Of course if you're an IBM employee, on the internal web site you'll get a link to the information as soon as the conference is over. Now if you were a smart boy instead of trying nitpick little things, you'd understand that I went to EDGAR and got the 8K which had the financial information. It had the same information that was in the article and it had a little quote. IBM made a rare statement that while IM was down 8%, Distributed (LUW) RDBMS sales were up 2% or 'double digit' when adjusted to Current Cash. Ok... This little statement is a rare gem of a statement. IBM never comments on product sales numbers. Breaking out the LUW aka Distributed market numbers from their overall numbers is *significant*. Since you two numb nutz are techies and are 'business-wise' challenged, I'll spell it out to you... Take that statement with the information that was released in Jerry Keesee's 'Chat with the Labs' series on Informix. Informix has continually done 'double digit' growth, quarter on quarter and year over year. That can mean anything from 10% to 99% growth rate. Its very possible that this year, Informix is closing in on $200 million in annual revenue. (If they haven't passed it. I *don't* *know* the numbers so I have to take an educated guess that Informix revenue is around $175 mil USD mark) So for IM to be down 8% while Informix is still seeing double digit growth, there has to be a large drag on IM's profits. It could be one of the following: A) DB2 z/OS sales B) Cognos C) Business Objects D) Other acquired software products purchased in the past 3 years. (FileNet, etc ...) Or it could be a combination of the above... Its very likely that DB2 z/OS numbers are plumeting and the downward decline is increasing in speed. If you notice the TPC-C benchmarks, you can now build out a box that can do 300K tpm where the hardware is around 15K. Add an HA pair for redundancy and uptime, (not to mention load balancing), and for 30K in hardware you now have a machine capable of replacing a mainframe. Ok that's an extreme. The numbers for a complete system would be closer to 500K if you did a P-Series with software. But the point is the same. For what most companies who run DB2 on z/OS pay for in their annual license fees, they could buy whole systems to replace their mainframes. IBM isn't capitalizing on replacing their mainframes, Microsoft and Oracle are. There's more to the importance of that one little sentence. But I'll let what I said sink in. IDS *is* *growing* inspite of the lack of marketing and IBM sales support. Take 30 seconds to let that sink in. So you have to wonder, how much money is IBM leaving on the table because you have two incompetent idjits handling WW Sales and WW Marketing (Alyse an Inhi) who are *NOT* *DOING* *THEIR* *JOBS*?!! Take a good 5 minutes to let that sink in. Add to this the fact that IBM is adding DW capabilities to IDS and you'll have more of a product overlap between DB2 and IDS. Take a couple of days to think about the implications of that. Going back to that one little statement in the 8-K and you have to think about a couple of things. The point boy geniuses, you now have your smoking gun. IDS is significant to the IM pillar. Each quarter it is more and more significant. Yet outside of a handfull of IT Specialists globally, IBM sales can not support the sales cycle of an IDS product. IBM can not sell IDS. Nor have they made an investment in any solutions built around IDS. Think about it. Then go cry in a beer as you finally realize that it only takes a few incompetent execs to screw up your bonues... -G Date: Tue, 21 Apr 2009 19:11:03 +0100 Subject: Re: Funny Numbers? From: domusonline@gmail.com To: im_gumby@hotmail.com CC: srielau@ca.ibm.com; informix-list@iiug.org On Tue, Apr 21, 2009 at 2:21 PM, Ian Michael Gumby <im_gumby@hotmail.com> wrote: Yes Serge, But it doesn't say what I want explained. Again, your spreading wrong information. Really: http://ibm.us (not a bad place to start) There is an "investor" link on the front page... [SNIP] _________________________________________________________________ Windows Live™ SkyDrive™: Get 25 GB of free online storage. http://windowslive.com/online/skydrive?ocid=TXT_TAGLM_WL_skydrive_042009