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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: DownSouth who wrote (3106)6/25/1999 12:08:00 AM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
I'm surprised there hasn't been more discussion of IBM. Isn't anyone around here following Big Blue?

The company is in Frank's G&K portfolio. It's the long established gorilla of mainframes and has a shot at being the king of services and e-commerce.

Any thoughts about IBM from those more knowledgeable of it than I am?

--Mike Buckley