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To: Joseph Pareti who wrote (85085)	7/8/1999 4:15:00 AM
From: Amy J	Respond to of 186894

RE: "how about the service business" Joseph, I think that's a good summary of IBM: good service. Maybe IBM could transition even further into a service model by providing service to customers who migrate to the IA-platform? Seems like that would work for both Intel and IBM. Regards, Amy J

To: Joseph Pareti who wrote (85085)	7/8/1999 7:28:00 AM
From: Fred Fahmy	Read Replies (1) \| Respond to of 186894

Joseph, Re: what about service Yes, there is certainly nothing wrong with being a service company and that is where IBM is headed. It can be profitable and it can fuel growth....but will IBM's current cost structure afford it?? The conversion from a large hadware/manufacturing company to a service company is complicated and IMO will be cause for much consternation in the future. Whether this strategy will ultimately be successful is yet to be seen. <In contrast real winners like Lou....> I guess this is what they mean by beauty being in the eye of the beholder. FF P.S. Since IBM's focus does seem to be shifting towards service, why do you think they sold IBMNet to ATT??? I was very surprised by the move.