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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: Don Hurst who wrote (5511)	8/24/1999 6:51:00 PM
From: paper man	Respond to of 8218

OT. To all: Serious movement with Magic software. They have a special interest with IBM AS/400. see below website link. Magic/400 IBM Endorsement Letter [Magic/400 Case Studies] [Magic/400 FAQ] [Magic/400 Testimonials] [Magic/400 Users] [Magic/400 Product] [Why Magic/400] Go to this link and select AS/400 link magic-sw.com

To: Don Hurst who wrote (5511)	8/25/1999 5:52:00 PM
From: Arrow Hd.	Read Replies (2) \| Respond to of 8218

Still more than a month left to make up any short fall assuming a short fall exists in the mainframe server business area. August is a terrible month to close an order since it is the most popular executive vacation month, at least in my experiences. My sense is that there will be a September push to get hardware installed for those enterprises planning for a data center freeze. Over the past few months there has been a lot less tension on the Y2K front. The possibility exits that there could be a more normal fourth quarter than expected. If the third quarter normalizes and the fourth quarter has a limited stall the year could turn out very well.

To: Don Hurst who wrote (5511)	8/26/1999 1:58:00 AM
From: J R KARY	Read Replies (2) \| Respond to of 8218

Soundview's Gary Helmig was "opts expir" misinterperted ; "buys" IBM Can always expect something to hit the fan this time of month to shake the widows and orphans loose but here are Gary's comments: "IBM May Miss Internal Sales Goals, Analyst Says Armonk, New York, Aug. 24 (Bloomberg) -- International Business Machines Corp., the world's largest computer maker, may miss internal sales goals this year, partly because of lower-than- expected mainframe revenue, an analyst said. The company, though, likely will meet analysts' expectations that total sales will rise as much as 9 percent, said Gary Helmig, an analyst of SoundView Technology Group. IBM had targeted a revenue increase of more than 10 percent, he said. Strong sales in IBM's software and services business should counter the mainframe revenue, Helmig said. Armonk, New York- based IBM's total sales will rise 7 percent in the third quarter and 6 percent in the fourth, he said. ''On the street estimates, they'll be fine,'' he said. ''On their own (forecasts), they'll be light.'' Helmig reiterated his ''buy'' rating on IBM, saying he expects the stock to reach 160 by mid-2000. IBM shares fell 2 7/16 to 122. Aug/24/1999 16:42 For more stories from Bloomberg News, click here. (C) Copyright 1999 Bloomberg L.P. ================ Power4 server CPUs might be a month late (Nov.) due to a "strategic" move but its services again leading IBM's band . Regards, Jim K.

To: Don Hurst who wrote (5511)	8/30/1999 11:54:00 PM
From: J R KARY	Read Replies (2) \| Respond to of 8218

Still the same , what IBM throws away at day's end A T & T would love to have Fitingly its now communications chips: ===== " The key to the new family of IBM communications processors is that the members will be programmable, much like a PC's chip, and targeted at networking infrastructure products like routers, hubs, and switches. The company will back this up with a communications research and development center to focus on new technologies for components used in communications products. Analysts see IBM's entry as a catalyst that sets off explosive growth. "They are a premier [chipmaker] and have research facilities only equaled by Bell Labs," said Frank Dzubeck, president of Communications Network Architects. He cites IBM's materials research in germanium and SOI chips as examples of its leadership in this area. "Now you'll see a proliferation of products based on research that IBM has been doing for years." IBM is none to soon. Dzubeck portrays the communications processor business as having some of the same hallmarks as the fledgling PC processor market had in the early 1980s when Intel entered in earnest." news.com ===== Intel in early 80s ??? Yeah and ain't got no stinkin' consent decree no mo ! Jim K.