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Technology Stocks : IBM
IBM 311.11-0.5%10:15 AM EST

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To: Jules B. Garfunkel who wrote (2522)2/19/1998 2:33:00 PM
From: Robert Scott Diver  Read Replies (2) of 8218
 
Jules, Do you believe that the items in your post are the key factors in evaluating IBM? It hasn't been lost on IBM's business sales prospects that IBM's handling of the Olympics has been almost flawless and a technical feat perhaps beyond the capabilities of any other company. I am unaware of any problems. The "almost" is to cover any problems I am not aware of. Everyone who watched the Olympics (90% of the free world?) saw IBM's name. IMHO IBM's money was well spent.
Dell doesn't deliver anything that I would call an enterprise server unless the enterprise is very, very small. Does it concern you that Dell doesn't compete at the high end? Let's not pick a few insignificant facts and use them to try to drive the price down. It doesn't seem to be weighing Dell's price down today. Looks to me as if IBM will easily reach $105 prior to options expiration. Long and smiling! Scott
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