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Technology Stocks : IBM
IBM 307.73+0.4%10:38 AM EST

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To: Robert Scott Diver who wrote (2053)1/2/1998 2:09:00 PM
From: Jim Patterson  Read Replies (2) of 8218
 
Jim, IBM has the leading technology in the disk drive area. IBM often gets royalties when leading edge drives ship from other manufacturers. IBM's patents and manufacturing expertise also allow Big Blue to ship drives most other manufacturers can't. Scott

All of that is nice, but if all the Disk drive makers blow up, which has happened, Can IBM weather the storm ?

CSCO has survived when all the other networkers have failed, Is IBM's disk drive business as good as CSCO ?

I think all of tech is a short, I just was thinking about IBM's announcement and the other HDD Co's.

Jim
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