IBM Message Board - Msg: 8418096

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Technology Stocks : IBM

IBM 302.75

+0.3%

3:59 PM EST

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To: Don Hurst who wrote (4816)	3/19/1999 4:29:00 PM
From: Arrow Hd.	Read Replies (1) of 8218

I do not believe there is any services slowdown. In fact, what CNBC was reporting does not match what Morgan Stanley stated. CNBC said there was margin pressure and I believe MS said there was no margin pressure. Neither is totally correct but any price attrition in the Server hardware sector is going to affect margins and the servers still produce good profit. How would you like to be a Dean Witter retail customer with in the money calls and have this dope come out with an "institutional" call to the MS internal institutional reps at 2 pm with none of the retail reps getting any info but what comes through the rumor mill. How would you like to be a DW retail account exec and have to find out about this on CNBC and then scramble to get to your accounts that either are long IBM or own the calls. I have to believe there will be major static from their clientele. If I had my balls cut off like that I would be at their headquarters in person.

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