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Technology Stocks : IBM
IBM 294.59-1.0%Jan 22 3:59 PM EST
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To: Robert Scott Diver who wrote (2938)4/24/1998 1:16:00 PM
From: Jules B. Garfunkel  Read Replies (1) of 8220
 
Hi Scott,
Take a look at all the joint venture development efforts being announced recently between IBM and Intel. While this will eventually be a positive for IBM in the long run, over the short term and because IBM is the incumbent, it will translate into a further deterioration of hardware revenues. For Intel it is both long and short term positive. Intel is moving up into relatively new markets for them. The Enterprise Server, Workstation and eventually Mainframe markets are all relatively new market segments for them which provide much greater margins than Intel has enjoyed previously. IBM, will now have to share these new hardware replacement markets with Intel. IBM therefore, can only hope to retain their customers in order to sell them other lower margin IBM products, i.e. storage devices and services.
Jules
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