SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?


To: Yaacov who wrote (5980)11/20/1999 2:02:00 PM
From: semi2000  Read Replies (1) | Respond to of 8220
 
IBM fundamentals -

Java is full speed on ALL IBM and NT platforms
Microelectronics growing above market rate, same for foundry (sp?)
Services will be big deal
MQSeries is hottest in EAI vendors
DB2 is best ever
Midrange e-commerce on fire
"Shark" SAN product looks like moving in correct direction
WebSphere is on-par or better than BEA WLServer
VisualAge tools hotter than ever
Mainframe business will start growing after Y2K
DELL, AT&T outsourcing deals will help in softer times

I am very bullish on IBM.