Charles,

Here is a link to Mainframe resource info by CA technologies.
http://www.ca.com/us/products/mainframe/product-resources.aspx

There is one report in the Industry Analysts section called "The Mainframe 
Opportunity - IT Strategies for Achieving Breakthrough Value" and this link is 
http://www.ca.com/us/~/media/Files/IndustryAnalystReports/camainframe2revised11022009_213783.PDF

I think you will find some information supporting your position.  
 
Jeff

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