IBM Message Board - Msg: 4384496

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Technology Stocks : IBM

IBM 303.23

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Nov 26 3:59 PM EST

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To: J R KARY who wrote (3059)	5/8/1998 2:58:00 PM
From: Robert Scott Diver	Read Replies (1) of 8218

Jim, It seems to me that Ellison avoided comparing Oracle to IBM DB2 and seemed to be talking about a strategy that avoids IBM's strengths (DB2 high end corporate market). Hitachi strategy also seems to be designed to minimize competition with IBM in the mainframe area. Perhaps today's performance by IBM and DELL have me irrationally exuberant. >VBG< Scott

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