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Technology Stocks : IBM
IBM 300.46-0.9%3:59 PM EST
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To: art slott who wrote (4866)3/29/1999 1:38:00 PM
From: Jules B. Garfunkel   of 8218
 
Art,
No I didn't forget. But when I first started posting here, on this IBM thread two years ago, hardware accounted for closer to 50% of IBM's revenues. As I recall, when I forecast then, that IBM's higher margin hardware and software business would be substituted by lower GPM Services Division business, you didn't acknowledge that either. At that time GPMs on IBM's Mainframe Hardware was at 72%. Further, I specifically recall you saying that IBM's mainframe business was solid and would not be diminished by Intel's move up, into the Server and Workstation markets.
Jules
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