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Technology Stocks : IBM

IBM 307.94

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Dec 5 9:30 AM EST

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To: Robert Scott Diver who wrote (3708)	8/17/1998 12:45:00 PM
From: Jules B. Garfunkel	Read Replies (1) of 8218

Hi Scott, Do I remember correctly, but didn't the IBM Bulls tell me a year ago that this would not happen. i.e. Intel chips replacing IBM mainframes. zdnet.com "IBM's SP2 switch is currently available for RS/6000 servers. The NT version will enable up to 1,000 nodes to be attached to a Netfinity server, more than twice the number currently supported by Netfinity. The company's migration of its Parallel Sysplex clustering technology, a hallmark feature of IBM's S/390 mainframe, to the Netfinity line will enable many computers to act as a single system. It will also give Netfinity more robust load-balancing and data-sharing capabilities."..... "The new Netfinity servers will come with up to four Intel Corp. Pentium II Xeon processors, sources said, while the ESCON adapters will provide a high-speed channel connection between a Netfinity application server and a data server, such as a mainframe." It probably portends good things for your DELL and my INTC investment, but IBM sales of Netfinitys is not going to bring in the same high GPMs to IBM as does their RS/6000s and S/390s, currently. Jules

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