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Technology Stocks : IBM
IBM 305.00-1.1%12:42 PM EST
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To: Robert Scott Diver who wrote (3674)8/5/1998 5:34:00 PM
From: Arrow Hd.  Read Replies (2) of 8218
 
It would be expensive and controversial but so was the Lotus deal.
Another point is IBM's R/6000 has had a tough time against the Sun
workstations so if IBM looks at its servers and analyzes their
strengths they can talk proud about S/390, AS/400 and even the high
end Risc SP2 but the R/6000 has had problems. So you pick up a
market leader with this type of acquisition and I think JAVA will be
strategic enough to warrant it this type of forward thinking. But
it is expensive and there will be opinions on both sides of the fence.
IBM works closely with lots of companies but they have had poor
penetration in high growth segments so IBM has not grown with the
industry. This has been one of the most critical points for the low
multiple. Frankly, I dont think this will happen but I can think of
plenty of worse deals.
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