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Technology Stocks : IBM
IBM 306.70-0.8%Jan 30 9:30 AM EST
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To: Arrow Hd. who wrote (6475)6/23/2000 1:02:00 PM
From: Jules B. Garfunkel  Read Replies (1) of 8220
 
Thank you Tony for your reply.

Arrow,
Will Intel be one of IBM's largest customers, or will it be the other way around? One of my many negative reasons for being down on IBM, 18 months ago, if you recall, was that over time, I believed, IBM's margins would be reduced as they moved from selling their own manufactured Servers, to selling INTC's less expensive Merced based MP Servers.
Regards,
Jules
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