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

To: Jim Koch who wrote (6019)	12/7/1999 8:39:00 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 8220

>The Y2K issue is real, >and will slow sales of large scale servers can you explain how y2k is an issue for IBM and no issue for Intc, M$FT, C$CO (According to their own conference calls, press releases etc)

To: Jim Koch who wrote (6019)	12/7/1999 9:12:00 AM
From: J. P.	Respond to of 8220

Jim, the market is a forward discounting mechanism. All the things you outlined are common knowledge, thus built into the price. Looking forward, we have corporate spending freezes coming offline, and the only mystery here is the extent of the windfall.

To: Jim Koch who wrote (6019)	12/10/1999 9:25:00 AM
From: Larry Dambra	Read Replies (1) \| Respond to of 8220

Jim, Great post. One of the things that I think I see is the unbelievable presence of IBM with regards to eBusiness infrastructure (meaning web enabling heretofore monolithic apps). Many of my larger customers have re-entered the fold and become IBM devotees for modernizing their business functions. They've really reinvented themselves, along the lines of Arthur Andersen and EDS. So from one perspective I'm not sure I do see the old Blue creeping back. On the other hand, you have to wonder how much of the old corporate culture did go underground until the fiscal crises were over. They're still pumping out a tremendous amount of new intellectual property, easily #1 in the US for patents applied for and received. The big question is how do they unlock the value of that property. Certainly they're trying new strategies, ala the Dell deal, but are they giving away the store at fire sale prices to bolster near term performance? Tough to say. IMHO they are looking good long term ... Only time will tell. Larry