IBM Message Board - Msg: 8144529

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Technology Stocks : IBM

IBM 305.75

+0.3%

Nov 14 3:59 PM EST

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To: Arrow Hd. who wrote (4733)	3/4/1999 9:27:00 AM
From: Jules B. Garfunkel	Read Replies (6) of 8218

All, This morning CNBC is reporting an expected agreement between IBM and Dell by which IBM will provide services to Dell customers, especially for their anticipated new high-end Server/ Workstation corporate users. ---Is IBM trading long term higher GPM Harware revenues for short term, but more instant, Service Div. revenues? ---Is IBM swapping their unique product differentiation, in its ability to service high-end systems users, for lower margin Services revenues, from Dell? ---Should this deal be interpreted as an attempt by Gerstner to fortify the weakening revenues from IBM's Mainframe and PC business? ---Will the agreement further reduce IBM's GPMs by allowing Dell to gain a larger share of IBM's higher GPM Server/Workstation market, (which was previously dominated by IBM, SUNW and HP)? Will IBM gain entry into a new and significantly large customer base? Jules

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