From: arne@vajhoej.dk   
      
   On 9/4/2025 8:08 PM, Arne Vajhøj wrote:   
   > But at this point in time there really is no reason to believe   
   > that VSI would go bust as described.   
   >   
   > It has a revenue stream.   
   >   
   > VMS x86-64 and compilers and almost all layered products are   
   > available for VMS x86-64. VMS does not have any huge "must have"   
   > cost items lined up.   
   >   
   > That means that just mediocre business abilities will   
   > prevent VSI from going bust.   
   >   
   > Just adjust development level to what the revenue stream   
   > can support.   
   >   
   > Of course VSI management could do something totally   
   > crazy - borrow 100 million and invest in an unknown   
   > crypto currency or hire 200 engineers to make systemd   
   > run on VMS or whatever.   
   >   
   > But most companies would go bust if management do   
   > sufficiently crazy stuff.   
   >   
   > Bottom line is that at this time the risk of VSI   
   > going bust is similar to most other companies.   
   >   
   > No need for any extensive risk analysis.   
      
   There is a real risk for VMS long term.   
      
   There is some attrition among existing VMS customers.   
      
   And I assume there are practically no new VMS customers.   
      
   That means that the revenue stream will decline over time.   
      
   VSI can partly compensate for that by selling more services   
   (consulting) to existing customers. Which I think they are   
   trying to do.   
      
   But if the revenue stream keeps declining, then new development   
   (enhancements) will decrease towards nothing.   
      
   This is not something that will happen fast. We are talking   
   10-20-30 years out.   
      
   But VSI needs to get new VMS customers, if VMS is to survive long term.   
      
   It is not something that should concern VMS customers that   
   much. The process is so slow that they will have plenty of time   
   to migrate off VMS if needed.   
      
   Arne   
      
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