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

To: WiseGuy who wrote (5752)	10/21/1999 2:21:00 PM
From: Gottfried	Respond to of 8218

WiseGuy, powerful argument! >Why would one want to buy IBM, knowing that Dec quarter could be even weaker than expected? Why wouldn't one want to buy MSFT, knowing they will beat Dec quarter estimates?< Regards Gottfried

To: WiseGuy who wrote (5752)	10/21/1999 2:54:00 PM
From: ravi nair	Read Replies (4) \| Respond to of 8218

want to know why IBM hardware is not selling? All you need to do is to go visit a few of the data centers that are mushrooming left and right (this is where all the non-PC hardware action is). I did recently - and thought i had entered Sun / Cisco heaven. > 95% of unix servers were from Sun ( saw 1 IBM machine, a couple of HP N Class servers). ~ 75% of network equipment was from Cisco ( with a smattering of Extreme/Bay switches, F5 load balancers). IBM is not a player in the exploding hardware market. Y2K is a convenient excuse for IBM. If this had happened last year, they would have blamed El Nin~o.