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Oct 30 3:59 PM EDT

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To: Jules B. Garfunkel who wrote (878)	4/24/1998 6:16:00 PM
From: Harry Landsiedel	Read Replies (2) of 990

Jules B. Garfunkel. Re: IBM/Intel. If what you say proves to be true (and I think it will, more or less), then much of computing will migrate to the wintel model. If that happens, the hardware will be fairly undifferentiated. Then the name of the game will be, "Who offers the best solutions?" and "Who can service the customer better?" IBM can be a winner by being, "the best solutions provider to the Fortune 500." But they will have a lot of competition from HWP and CPQ/Digital. It seems to me that those three guys will be dividing up the pie. No? Now the comment by Pfeiffer as to why CPQ bought Digital, "We wanted the customers..." makes more sense. Where do you see EDS and Computer Sciences fitting into this. Will they be able to survive alone? HL

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