IBM Message Board - Msg: 4428537

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Technology Stocks : IBM

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To: J R KARY who wrote (3081)	5/12/1998 4:40:00 PM
From: Robert Scott Diver	Read Replies (1) of 8218

Jim, If volume shipments of the G5 begin in August, then some will ship in June and several dozen (minimum) can be expected to ship in July. Since IBM announced that machines now being shipped can be upgraded to G5 upon availability, I would expect mainframe shipments to pick up in the current quarter. Now that customers know buying HDS mainframes gets you only a little more power for significantly more bucks per MIP, Big Blue should be taking back market share. JM Optimistic HO, Scott

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