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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (6880)4/21/1999 8:57:00 PM
From: jeffbas  Read Replies (1) of 78495
 
Re CPU - From the IBM report today - IBM also said it will continue to explore direct sales over the Internet to businesses and consumers. Maine said that IBM
expects to sell $10 billion to $15 billion in hardware, services and software directly over the Internet in 1999, compared to
$3.3 billion in 1998.

It still concerns me that they have the business model that will suffer the most from this general trend.
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