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Technology Stocks : IBM
IBM 309.24-0.5%Dec 12 9:30 AM EST

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To: J R KARY who wrote (4871)3/31/1999 10:58:00 AM
From: Jules B. Garfunkel  Read Replies (1) of 8218
 
Hello Arrow,
I acknowledge that Wintel's impact on IBM's installed mainframe base will not really begin until Merced timeframe, (in about a year from now). However, in addition to the price competition from the direct mainframe competitors that you cite, I believe Wintel has all ready had an impact on IBM in the Workstation, and especially, the Server markets.
Regards,
Jules
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