IBM Message Board - Msg: 8204749

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Technology Stocks : IBM

IBM 307.95

+1.7%

Dec 4 3:59 PM EST

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To: WebDrone who wrote (4773)	3/8/1999 12:42:00 PM
From: Harry Landsiedel	of 8218

WebDrone. Re: "If the partnership works right, it is Compaq who is going to suffer." That is my concern. As a cpq shareholder, the playing field gets leveled a bit. I also think HP and the weaker players will get hurt. On the plus side for IBM, they are maximizing shareholder value by building on their strengths (at least in the short term). Clearly IBM does not add as much value in the desktop arena as in notebooks as you rightly point out. I noticed no deal on services. Why do you think that was? HL

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