System i revenues slide or failure to meet demand?
Friday, July 21st, 2006Search400.com had an article yesterday titled System i revenues slide:
Revenues for the System i dipped 7% in the second quarter, marking the third consecutive drop the server platform has seen.
Sales plunged 22% in the first quarter and 12% in the fourth quarter last year. The three consecutive quarterly drops follow three consecutive quarterly surges, when IBM pushed the iSeries line with upgrades and aggressive marketing.
During that time, IBM pushed the platform hard, running ads in TV and print media. It also increased support for its independent software vendors (ISVs) and developed its internal software applications.
A webcast by Mr. Loughridge (President & CFO) this past Tuesday (July 18th) expained. The situation is not as bad as the article came across.
We were unable to ship to meet all of our customer demand… our unusually high unfulfilled orders due to end to end supply chain problems… if we had been able to ship based on our normal… we would have been about even.
You can here the webcast here.




