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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Steve Lee who wrote (96635)	1/18/2000 2:07:00 PM
From: Tony Viola	Read Replies (1) of 186894

Steve, >>What is your rationale for IBM having poor results. Do you think they will have benefited from their withdrawal from selling PC's through the retail channel? How about their consultancy and ecommerce? Lotus software? None of the above. IBM is the company most affected by whatever Y2K lockdowns there were late last year. They already warned back in the fourth quarter that they would be affected because of this. When their mainframes servers and storage HW and SW are impacted, they take a hit in spite of all those spiffy things you mention. Another indicator: Unisys came out today and said their lower Q4 YOY revs were due to Y2K lockdowns. I just heard their CEO. Tony Edit, by none of the above, I don't mean those businesses you list aren't good for IBM. I meant that, in spite of all of those good things, the old big iron still rules at IBM.

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