IBM Message Board - Msg: 8208096

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : IBM

IBM 305.67

+2.6%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Arrow Hd. who wrote (4777)	3/8/1999 3:14:00 PM
From: WebDrone	Read Replies (1) of 8220

No argument from me. My No. 1 reason to hold IBM is the patent portfolio. I'm just saying the laptops generate much better margins, and IBM leads there. A market worth holding. I was throwing out ideas for other pc hardware product arenas IBM might like to hold. If IBM stopped making desktops and resold Dells instead, you would not here me second guessing management. After all, IBM resells palm pilots- makes sense not to try to beat your head on a brick wall standard. (Microsoft going "Bang! Bang! Bang! ~wince~ Bang! no, no... we meant "palm SIZED computers.. these are better, we say so." Bang! Bang! ~wince~) Maybe I am misreading the tone of your post- please understand me- this deal with Dell extends my optimism that the only reason I need to read this board is for fun and education- because IBM is a rock solid buy-and-hold. Quality revenues, good competetor to partner with. Mutual win.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next