IBM Message Board - Msg: 7425313

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Technology Stocks : IBM

IBM 313.64

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3:17 PM EST

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To: Sonki who wrote (4515)	1/22/1999 12:39:00 PM
From: Kevin Ose	Read Replies (1) of 8218

Sonki....see post #4492 from Arrow. He has a good handle on the "sequencing" of the s/w charging/earnings. Makes sense that it will be kicking-in during 1Q99 & beyone. I still envision a significantly larger no. of "superservers" (read S/390's/G5's +) continuing to go out the door and the s/w to support them following as Arrow points out. IMHO, this mini fallout for this timeframe is only a glitch with the day traders and options folks taking it on the chin for a while. Long, confident and faithful! KO

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