IBM Message Board - Msg: 17219860

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Technology Stocks : IBM

IBM 305.75

+0.3%

Nov 14 9:30 AM EST

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To: Michael Bakunin who wrote (7530)	3/19/2002 8:09:16 PM
From: Robert Scott Diver	Read Replies (2) of 8218

IBM has been gaining market share in some key hardware areas including servers and disk storage systems. Competition in the mainframe arena has largely disappeared, reducing pressure on margins. Once the hardware categories stop shrinking, the share gains should convert into real revenue and profit gains. IBM has also been gaining share and revenue (as your figures show) in software (eg. DB2, WebSphere). The microelectronics business should also start to grow as the economy picks up. IBM has some serious competitive advantages as a foundry. An example would be the 80% market share in SiGe. I expect services to continue to grow, but at a slower pace relative to the other areas of IBM's business. Not only has services become a huge business, but the other areas should come alive with the end of the "tech recession".

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