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Technology Stocks : IBM
IBM 300.37-1.2%9:44 AM EST

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To: Dick Brown who wrote (5209)5/17/1999 1:25:00 PM
From: DavesM  Read Replies (1) of 8218
 
"The PC era is over."
"This is not to say that PCs are going to die off, any more than mainframes vanished when the IBM PC debuted in 1981....the PC's reign as the driver of customer buying decisions and the primary platform for application development is over. In all those respects, it has been supplanted by the network." (letter to shareholders 1998 annual report by Louis V. Gerstner, Jr.)

Do I think IBM is going to spend $150 B to acquire Dell - no.
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