IBM Message Board - Msg: 4742300

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Technology Stocks : IBM

IBM 309.24

-0.5%

Dec 12 9:30 AM EST

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To: j g cordes who wrote (3202)	6/5/1998 3:01:00 PM
From: Don Hurst	Read Replies (2) of 8218

J G, I have to agree with James Burke on the services side and I really felt that Dell would suffer last qtr like the rest of the PC Mfgrs but they did not. Maybe IBM is in the same position. I saw that "New" Blue had won a $100 million contract with Pru to provide notebooks and services to all their agents. This was in the WSJ a week or so ago ($100 million sounds like a lot but that is what I remember). I believe I read some stuff recently about DB2 growth also. You also have Gerstner's comments to the analysts which should have at least as much credibility as Micheal Dell's. Add to that the new 390 box, decision to sell direct NetAffinity servers (what goes around comes around) continued success by IBM Microelectronics, IBM Storage Systems (could be part of the reason for SEG, QNTM etc problems), plus good old financial engineering and 2nd qtr could be right on target again. Now having said all that it is about time for another "Heard on the Street" WSJ article about IBM and it's 2nd qtr earnings (usually negative). Right now I am trying to figure out whether to write the June 120 calls. Regards, Don

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