Art, IBM @ 99 3/4
It is incredible for me that once again IBM appears to be defying gravity. In view of this morning's news that CPQ will be buying DEC, it is unbelievable that the market so far seems to find this news as positive for IBM. Below I have reprinted a response to John Fowler, on the Intel thread. I would be curious as to your reaction to this announcement of this new stronger competitor for IBM.
"John,
It certainly appears, more and more, that Compaq has its eyes on IBM's traditional businesses. First Tandem and now Digital, it looks to me that CPQ is structuring itself to go head on with IBM in everything but IBM's software and services business. As for Intel, it would appear that their Pentium II chips for the enterprise market, are the engines for CPQ, that makes it all possible.
Regards,
Jules" |
