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To: kemble s. matter who wrote (145401)10/20/1999 8:06:00 PM
From: t2  Respond to of 176387
 
Who else sells a lot of mainframes other than IBM? HP, CPQ. That is where the damage should be limited, IMHO. I believe MSFT, INTEL, DEll, Gateway, SUNW on positive outlook going into Y2K. IBM's mainframe biz is what brings them down. MSFT, Intel, Dell are not in this business. Microsoft is very believable along with Intel. Both made good projections for the quarter.



To: kemble s. matter who wrote (145401)10/21/1999 5:49:00 AM
From: D. Swiss  Read Replies (1) | Respond to of 176387
 
Kemble-meister, I don't understand why I am a lone bull on GTW! When will people start to figure it out. The GTW thread is as dead as a door nail. The lemmings look like they will take us lower again because of this IBM BS. Maybe they will wake up and realize that GTW gave a positive forward looking statement and think maybe it is IBM specific? NAHHHHHHHHH!

:o)

Drew


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