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Politics : Idea Of The Day

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To: Judy who wrote (18632)	6/18/1998 1:37:00 PM
From: Lee	Read Replies (1) of 50167

Hi Judy,..Re:<< cautious on IBM >> FWIW, anecdotal evidence suggest that IBM is making core changes which are escaping analysts attention. While DEC and HWP are slugging it out in the service market, IBM is apparently quietly altering past practice of being 'all things to all customers'. Instead, I am told, they now bring in 'business partners' which can be contracted independently for specific solutions. This implies two things to me, one - IBM is tired of getting dinged for free consulting for large customers and two - they seem to be adopting the more fluid management of specific services by doing what Dell does. Maybe this is an isolated instance but if it isn't, then they may be evolving to future more flexible solutions. Which after all could only benefit bottom line numbers. Regards, Lee

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