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Technology Stocks : Compaq
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To: Roads End who wrote (37188)11/23/1998 11:35:00 AM
From: John Koligman  Read Replies (5) of 97611
 
Steve,
I think Enderle's assertions that Sun is now a 'vastly more powerful entity' and that IBM will take a hit because of the Netscape deal are laughable. AOL is probably looking for a way to preserve it's share as they are scared of the coming 'fat pipes', since these pipes require massive capital investment and will be owned by companies that have no particular need to offer AOL thru them...

John

Especially since IBM is up almost 3 today!!!
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