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To: pat mudge who wrote (12546)	8/4/1999 4:24:00 PM
From: Rob Riordan	Read Replies (2) \| Respond to of 18016

Today's market action was interesting. We never really got the surge of institutional buying that we have seen these past few days. I added significantly to my position today on the theory that we will not get a pre-announcement today (or tomorrow) and the stock will run before the earnings release date. My fingers remained crossed! Rob

To: pat mudge who wrote (12546)	8/4/1999 8:52:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

pat, Re IBM into ATMs. It is becoming clearer that IBM thinks the internet will replace PCs as the next hypergrowth aerea. After having ceded the OS to MSFT and the PC to Apple 15- years ago and got down to $35/share from 162, I don't think they will repeat the same mistake. They will aggressively enter the field. Any alliances ? :-)) I'll be at a meeting in Florida.Back next Wed. Best to all, TA From today's IBD: An interview with John Kelly III, general manager of IBM Corp.'s Microelectronics Division.: IBD: What's your top priority? Kelly: To complete the integration of various pieces of design IP (intellectual property) into our product portfolio. For example, in wired communications infrastructure - the backbone of the Internet - we're aggressively drawing on the intellectual property of the (IBM) Network Hardware Division to bring together network processors and ATM (asynchronous transfer mode) switches. These are things our customers are clamoring for. My top priority is to get that IP into the market as quickly as I can. I like the "clamoring for" part. Pat

To: pat mudge who wrote (12546)	8/11/1999 4:47:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

Pat, Re: your post on IBM getting? into networks and telcos: Take a look of this. What's IBM up to? GAITHERSBURG, Maryland: IBM testing center. ( this is the first I've heard of this ) What do you think? TA PS: note the cospicuous abscence in the testing center of Ernest &Young, Anderson consulting, KPMG, INS, Waterhouse etc. I think they must have put a sign on the door: "only engineers allowed. " Is that a good idea? :8-) --------------------------------- IBM , Gaithersburg,Md.; expanding the Internet e-commerce. 275000 employees, 81 billion/year revenues. zdnet.com Gaitersburgh: Inside the black box. zdnet.com Does IBM practice what it teaches? zdnet.com IBM Introduces Ultimate Internet Tools and Enhanced "Shop IBM" Web Site to Serve Today's Consumer E-Lifestyles techstocks.com Texas Instruments DSP-Based ADSL Technology Drives High-Speed Internet Access in IBM Aptivas techstocks.com IBM, 3Com agree to share access to patents. (IBM entering the router/LAN biz? Remember NN's old partnership with 3COM? ) techstocks.com you said From today's IBD: An interview with John Kelly III, general manager of IBM Corp.'s Microelectronics Division.: IBD: What's your top priority? Kelly: To complete the integration of various pieces of design IP (intellectual property) into our product portfolio. For example, in wired communications infrastructure - the backbone of the Internet - we're aggressively drawing on the intellectual property of the (IBM) Network Hardware Division to bring together network processors and ATM (asynchronous transfer mode) switches. These are things our customers are clamoring for. My top priority is to get that IP into the market as quickly as I can. I like the "clamoring for" part. Pat