IBM Message Board - Msg: 13017586

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Technology Stocks : IBM

IBM 306.44

-1.9%

Nov 7 9:30 AM EST

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To: WebDrone who wrote (6218)	3/1/2000 5:09:00 PM
From: Don Hurst	Read Replies (2) of 8218

WebDrone, B2B IS the next fad. Certainly NIKU, CMRC, FMKT, ARBA and even ORCL are proof. What perplexes me is how did IBM let Orcl and Cmrc get all the glory out of the recent Auto Mfgrs B2B initiative with their suppliers. What the hell is going on in Big Blue? Lou G needs to start busting some heads. While I am on this soapbox, I must mention that the smoke came out of my ears when I read the article that Robert Scott Diver posted on Linux and the S/390 with VM. We had our own Internet with Profs and VM in the 80s and we blew that one. That may turn out to be a bigger one then the wintel debacle. Now regarding David's "thoughtful" analysis; just remember he bought 90 puts betting IBM would go to 70 and he thinks that Fleckenstein has something under that rug that makes him smarter then a "dead fish". Boy, I think I am now feeling a little better after all that. Regards, Don

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