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Technology Stocks : IBM
IBM 306.70+1.9%Nov 5 3:59 PM EST

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To: Arrow Hd. who wrote (4524)1/22/1999 12:58:00 PM
From: Jules B. Garfunkel  Read Replies (1) of 8218
 
Hi Arrow,
Your, "Most S/390 processor complexes are part of large bids done on a bottom line basis. The bid includes all kinds of offerings including software and services......That is an entirely different set of business practices than what we saw with MSFT and the DOJ issue if that is what you are alluding to here".

No, I was alluding to IBM's practice of bundling prices as in 1976 when IBM signed a consent decree with the DOJ saying they would discontinue the practice of "bundling prices".

Arrow now that you have had a chance to look at IBM's 4Q numbers I was wondering what you thought of them?

Nice to see your ODSI up 20% today, just like you said it would be right after the earnings announcement. Our RMDY also looks good today.
Thanks,
Jules
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