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Strategies & Market Trends : MDA - Market Direction Analysis

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Nov 14 4:00 PM EST

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To: Zeev Hed who wrote (49645)	5/7/2000 9:45:00 AM
From: Haim R. Branisteanu	Read Replies (1) of 99985

Zeev, sorry to infer again, but in theory you are right but business is not theory. As I wrote to Joan before taking risks can be rewarding but it is still a double edged sword. In IBM case and assuming the bragging of SUNW are right, the money would had been put to better use in R&D for new products including high end servers and their marketing and not letting SUNW take part of IBM's market share in servers. Instead IBM bought back stock and again if SUNW statements are correct IBM is lagging SUNW in revenue growth. Now assuming the story is correct where is the business wisdom? As to stock performance IBM stock went nowere SUNW trippeled(not that I agree with SUNW stock pricing or their management arrogance and pure stock promotion efforts). Haim

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