IBM Message Board - Msg: 6612695

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Technology Stocks : IBM

IBM 307.94

0.0%

Dec 5 9:30 AM EST

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To: ToySoldier who wrote (4291)	11/30/1998 1:25:00 PM
From: rudedog	of 8218

Toy - One correction here - this person's rumour that IBM is planning to sell off their RS/6000 division. Getting out of the AIX business and getting out of the Unix market are two different things. I never said or implied that IBM would sell RS. RS6000 might be a lot more viable running 'someone else's Unix'. And it needs to break out of the IBM ghetto to stay alive. BTW I did not intend these comments to reflect any opinion on IBM's stock price - IBM has been a great investment for anyone lucky enough to be in the stock this year, and I have great respect for Gerstner's ability to manage finances, expectations, and Wall Street. But you need to put a little sanity into your discussion of IBM's technology direction and market potential. IBM is still in transition and needs to move quickly to a new business model while they still have the revenue stream to stay in the game.

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