Re: Senior Oracle DBA now Learning Informix by Request

Mark Townsend wrote: > >> >> 5. Informix license revenue is growing by double digits. A clear >> indicator of a product dying is double digit growth. > Please provide a cite for this statment Slides presented by Ambuj Goyal GM of IBM Information Management last Friday 8:am at the Marriott in Falls Church, VA. Pictures were taken (not by me, but I'm sure someone reading this newsgroup has access to them). Ambuj went out of his way to point out that this was _New_License_Revenue_ Are these numbers submitted to SEC? No more or less than any breakout numbers from Oracle. So either you accuse IBM's GM's of lying or you accept it. When analysts ask questions in an Oracle conf call on break out numbers they get nothing more. So get of your high horse, it looks silly. Cheers Serge -- Serge Rielau DB2 Solutions Development IBM Toronto Lab WAIUG Conference http://www.iiug.org/waiug/present/Forum2006/Forum2006.html

> >Mark Townsend wrote: > > > >> > >> 5. Informix license revenue is growing by double digits. A clear > >> indicator of a product dying is double digit growth. > > Please provide a cite for this statment >Slides presented by Ambuj Goyal GM of IBM Information Management last >Friday 8:am at the Marriott in Falls Church, VA. >Pictures were taken (not by me, but I'm sure someone reading this >newsgroup has access to them). >Ambuj went out of his way to point out that this was _New_License_Revenue_ >Are these numbers submitted to SEC? No more or less than any breakout >numbers from Oracle. So either you accuse IBM's GM's of lying or you >accept it. When analysts ask questions in an Oracle conf call on break >out numbers they get nothing more. So get of your high horse, it looks >silly. > Serge, While we all know that Mark is full of it, there is some truth to his argument. I've always wanted to know the breakdown of license revenue by product along with net new customers. (Note this is to both DB2 and IDS.) As an investor of IBM, this is really noise since IBM has 3 main divisions and within SWG, DB2 and IDS represent a small portion of revenue. (Rational, Websphere, Tivoli, and Lotus are the other pillars.) For me, the numbers would reflect a more accurate picture of the database market than just knowing what a division did. As I stated in an earlier post, analysts do want to know the breakdown by product. With respect to Oracle, they only have one database product line. They do tell the analysts what their qtr to qtr and year to qtr growth. And yes, the analysts freak out when its less than double digit growth. With respect to IBM's SWG's IM pillar. You have (DB2, CM, IDS, WSII) as major product lines. Note to Ambuj: II should drop the reference to Websphere. What a crock! So we have no way of verifying the numbers or statements. With respect to the SEC... Its noise. First these numbers are a more granular breakout of already reported revenue numbers. IBM already breaks out its numbers that are at a level that is within compliance of the SEC's reporting requirements and at a level that best reflects the overall health of the company. Since the disclosure of these numbers occurred at a public conference, he's also in the clear. But hey! What do I know? Its not like I've ever talked to the SEC regarding a company's filings and question about comments made by a CEO... ;-) _________________________________________________________________ Get the latest Windows Live Messenger 8.1 Beta version.'Join now. http://ideas.live.com

[SNIP] If anyone wants proof that IBM is taking IDS seriously, just look at Serge. Not to pick on Serge, but here are the facts: 1) Serge is heritage IBM. Meaning prior to the acquistion, IDS was a dirty word. 2) Serge also needs to update his Sig, unless IBM SWG went back to rebranding the pillar from Informaiton Management to DB2. ;-) 3) Serge was recently at an IDS (INFORMIX) event and gave a talk on something that wasn't DB2. So if Serge is working on IDS then we can conclude that at least one of the following is true: A) Serge's manager had nothing better for him to work on so he was tossed to the IDS team. B) Serge has learned everything he could about DB2 and was bored, so he's now working on IDS. C) Serge has seen the light and from reviewing the source code has come to realize that IDS is the better product. D) IBM is serious about IDS and is now cross training its developers on IDS. E) All of the Above. Ok, so I'm trying to make a joke, but on the serious side, if IBM wasn't serious about IDS, then why would they cross train their engineers on IDS? But hey! What do I know? ;-) -G _________________________________________________________________ MSN Shopping has everything on your holiday list. Get expert picks by style, age, and price. Try it! http://shopping.msn.com/content/shp/?ctId=8000,ptnrid=176,ptnrdata=200601&tcode=wlmtagline

Ian Michael Gumby wrote: > Ok, so I'm trying to make a joke, but on the serious side, if IBM wasn't > serious about IDS, then why would they cross train their engineers on IDS? > > > But hey! What do I know? ;-) > > -G > Just to point out the obvious, and, more importantly, an F-Y-I 4 U: I find your "But hey! What do I know?" tag-line to be annoying, similar to the itch from being around too much fiberglass insulation on a hot summer day in the attic of my dead grandmother's house. But hey, it's annoying to have to read it but hey you know what I'm saying man. So like maybe you could like hey you know kill it man. Stomp on it. ;-) Happy Holidays!

Ian Michael Gumby wrote: > As I stated in an earlier post, analysts do want to know the breakdown > by product. With respect to Oracle, they only have one database product > line. This is not true and likely will lead to questions about revenue at Oracle at some point in the future. Currently Oracle has: Oracle Database http://www.oracle.com/technology/products/database/oracle10g/index.html Rdb http://www.oracle.com/technology/products/rdb/index.html TimesTen http://www.oracle.com/technology/products/timesten/index.html Berkeley DB http://www.oracle.com/technology/products/berkeley-db/index.html of which I am aware ... and perhaps more of which I am not. -- Daniel A. Morgan University of Washington damorgan@x.washington.edu (replace x with u to respond) Puget Sound Oracle Users Group www.psoug.org