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Technology Stocks : How high will Microsoft fly?
MSFT 490.06+0.7%3:59 PM EST

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To: rudedog who wrote (8370)6/9/1998 7:45:00 PM
From: treetopflier   of 74651
 
*** IBM purchases Lotus ***

Seemed stupid at the time didn't it, what the aging old warrior purchasing a MSFT victim.

While you debate about SUNW and MSFT, ultimately both of whom will do well, IBM rewrites the Lotus application suite to run as Java applets, continues to sell more DB2 and continues to deploy linearly scalable backends, e.g. SP2. They have proven they can scale the AS400 environment beyond what I ever thought they could, continue to sell mainframes and associated software well in excess of Sun and Wintel and are growing their consulting organization by 20,000 this year alone. Seems worthy of our competitive attention, doesn't it?

IBM might yet become the $100B company they were headed towards prior to the anti-trust actions against them since they aren't in these gunsights anymore...

Ultimately the $1T to be spent on IT by 2000 will go in all three directions, Microsoft, Sun and IBM. IBM just gets more of it, that's all.

Evangelism is good...ice cream is better. Buy Dove Bars.

Fly low, sell high...
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