IBM Message Board - Msg: 5437977

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Technology Stocks : IBM

IBM 309.39

+0.5%

Dec 8 3:59 PM EST

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To: Mark Brophy who wrote (3682)	8/7/1998 11:05:00 AM
From: Robert Scott Diver	of 8218

Mark, Mainframes also run UNIX, but aren't included in the workstation numbers because they cost more than a million dollars. As many of IBM's customers are replacing many smaller machines with a larger system, it may be that there is a net gain hidden in the numbers. The article also mentions that IBM just finished a refresh on RS 6000 that should help here. JMHO, but the workstation news doesn't seem to be impacting the stock. Bought a bunch of IBM yesterday and today I am a happy camper. Most IBM longs over the past several years are also happy campers. Scott

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