IBM Message Board - Msg: 11665428

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Technology Stocks : IBM

IBM 289.59

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3:47 PM EST

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To: WiseGuy who wrote (5752)	10/21/1999 2:54:00 PM
From: ravi nair	Read Replies (4) of 8218

want to know why IBM hardware is not selling? All you need to do is to go visit a few of the data centers that are mushrooming left and right (this is where all the non-PC hardware action is). I did recently - and thought i had entered Sun / Cisco heaven. > 95% of unix servers were from Sun ( saw 1 IBM machine, a couple of HP N Class servers). ~ 75% of network equipment was from Cisco ( with a smattering of Extreme/Bay switches, F5 load balancers). IBM is not a player in the exploding hardware market. Y2K is a convenient excuse for IBM. If this had happened last year, they would have blamed El Nin~o.

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