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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Jdaasoc who wrote (26418)	8/4/1999 9:45:00 PM
From: unclewest	Respond to of 93625

>>IBm can't hide<< jd, you lost me with that one. why would ibm want to hide anything. ibm clearly stated in early june that they will produce and use rambus rdram-d in their computers. ibm is clicking very well right now...even the pc division is looking up. unclewest

To: Jdaasoc who wrote (26418)	8/4/1999 11:58:00 PM
From: Tony Viola	Respond to of 93625

Jdaasoc, OTOT IBM IBm can't hide the fact that they are biggest hard drive manufacturer in the world. I can't see how IBM will out preform Seagate, Quantum and Western Digital who are struggling very badly. Are you saying that IBM stock should be valued like that of a disk drive maker? Having to assume so, or I can't continue, individual hard drives, like you have in your PC, are a small part of IBM's business, %-wise. You could compare that to Intel's flash, chipset or motherboard segments. Small potatoes compared with processors. IBM's bread and butter are services, software, enterprise servers, technology IP and enterprise storage. They are cleaning up in these areas (well, trying to catch back up to EMC in storage). Disk drives are peanuts to them. For the record, I don't own any IBM (doggone it!). Tony