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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Cory Gault who wrote (75636)	10/15/1999 3:25:00 PM
From: tejek	Respond to of 1572802

RE <<<I think this is an ominous sign for IBM's future in the retail end of the PC business. I am not convinced that it hurts AMD or INTC however. IBM has not been successful in this arena at all. It is a bigtime money loser...and as Gerstner has transformed IBM into an e-services company, he has had no appetite for non profitable divisions.>>> I agree Gerstner is real focused on profits but I don't think he would give up the pc business....too much of IBM's prestige is locked into its computer business.....more mainframe I know but pc's as well. There was speculation when it did its service agreement with Dell, that ultimately they would sell their pc business to Dell. But I bet, just like they turned their mainframe business around, they'll do the same with pcs. ted