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Technology Stocks : IBM
IBM 290.18+0.1%9:45 AM EST

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To: DAN KACKLEY who wrote (2602)3/9/1998 7:36:00 AM
From: Robert Scott Diver  Read Replies (1) of 8218
 
Dan, Bearish news: -IBM's copper process and fab deals -IBM improved efficiency in server manufacturing probably a major cause of Compaq's problems -IBM has a least a six month lead in disk drive technology, only playing in the high end where supplies are short, licensing technology -OS/390 is only high end operating system -chips and technology going into all product areas from cars to toys at an ever increasing rate. Time to short the leader and cash in. JMHO, Scott
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