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Technology Stocks : IBM
IBM 289.94-2.5%Nov 18 3:59 PM EST
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To: Jules B. Garfunkel who wrote (4980)4/21/1999 4:57:00 PM
From: Arrow Hd.  Read Replies (1) of 8218
 
But there was price attrition. They shipped 80% more MIPs YOY to get
this revenue increase. What is impressive though is that this
mainframe line shipped last year in the third quarter. It is end of
life as current line since a new line gets announced later this
month and ships in volume in May. So with a technology refresh look
for continued MIPs increases YOY but with much less price attrition
since it is brand new and demand will outstrip supply into the
third quarter. Adding to the demand picture will be installations
moved up prior to the 4Q data center freeze which some are now saying
may not be as big as previously thought though I remain conservatively
cautious on 4Q.
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