IBM Message Board - Msg: 4609665

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Technology Stocks : IBM

IBM 300.98

+0.2%

Dec 19 9:30 AM EST

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To: Chris who wrote (3156)	5/27/1998 10:39:00 AM
From: J R KARY	Read Replies (1) of 8219

Lou Gerstner speaking at Harvard today on his baby e-Commerce May give a indication of 2Q and 3Q . IBM's services may benefit from PC discounting and its PC hardware margins are helped by its AMD and Cyrix CPU fabrication relationships . Asia's sales decline should be offset by European Union growth . Services and super-server (mainframe) acceptances will drive 2Q and 3Q. If you see $116 , pull out your wallet and load up your truck . Regards, Jim K

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