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Technology Stocks : IBM

IBM 304.42

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3:59 PM EST

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To: Tony Viola who wrote (5158)	5/12/1999 5:54:00 PM
From: Arrow Hd.	Read Replies (1) of 8218

The IBM board is boring sometimes. People like Jules, who have a different slant, add value and get a good dialogue going. I am sure you can too. I would be interested in your views on Amdahl and if they can survive by means other than deep discounting. Amdahl pricing has been one of the main causes of price attrition. Now they will be joined by Hitachi. Maybe you have some different views on this issue. I am sure a lot of the regulars here own many of the same issues you cover and would welcome your opinions.

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