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Technology Stocks : Avalon Group, Inc.

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To: Eric Fader who wrote (1184)	5/19/1999 3:24:00 AM
From: Madeleine Harrison	Read Replies (1) of 1530

Eric, since I write Gerstner's lively speeches for him, I tried to give you all a hint that this was on the near horizon in my post at Message 9579044 You can't imagine how disappointing it was that no one picked up on it<g> Did you notice how I had him take a sly swipe at Dell in this crack?: Gerstner, however, appeared cool to the increasingly visible marketing efforts by IBM competitors. He even found it amusing that "one of our competitors" is gunning for the "dot" in the ".com," when they really should be gunning for the whole thing. IBM has a recognition factor of 7-to-1 as an e-business leader over its nearest competitor, he added. I would have inserted a jab at Microsoft in the speech too, but Gerstner said he didn't want to be ejected from Gates' celebrated dinner for leading US companies CEOs in Seattle. It'll be in a forthcoming speech. Or in action. We have ringside seats as they fight over the internet portal turf. And so to bed. -Madly

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