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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: John Koligman who wrote (124434)	5/13/1999 3:31:00 PM
From: Brian Malloy	Read Replies (2) of 176387

I thought Gerstner's comments were kind of cute. It shows that IBM still maintains its arrogant focus. It was not so long ago that another IBM CEO had similar words for a couple of upstarts in the burgeoning PC field. In fact IBM used to have a 1/3 stake in two particular companies. Those two companies? MSFT and INTC of course. The rest is history Quite frankly, LOU's words are probably bullish for companies like AOL, AMZN, EBAY, YHOO, CMGI et. al. If the past is prologue then IBM is going to take another A__ Whoopin in the next decade. Not a sermon, Just a thought.

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