Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: William who wrote (6179)	2/14/2000 11:45:00 PM
From: Bill Martin	Read Replies (2) \| Respond to of 8220

Re: First of all, I am not lou, and I have no idea what ever made you say I was, or what it means. I believe he meant "Your Lou" not "You're Lou". Apparently he knows you're not Lou, but he does think you own him. Bill

To: William who wrote (6179)	2/15/2000 11:20:00 AM
From: andreas fauler	Respond to of 8220

william, i missed one word, wanted to write you're right, lou refered the revenue decline to the y2k frozen zone of their customers. but again i'm wondering why ibm's customers have been the only ones who lowered investments in the 4th quarter 99? i know what caused the y2k-problem - and i know that this problem has FORCED many customers to buy NEW S/390-boxes and UPGRADE their non-y2k-ready MVS operating systems to the newer y2k-ready OS/390. and i guess all this MUST have led to ADDITIONAL IBM-mainframe revenues rather than lower mainframe revenues. my guess is, that especially the mainframe-revenues will look even worse in the first two quarters of 2000. because of every customers just has brought them on the newest release. imo, ibm has to EVOLVE new revenue and earnings streams in GROWING markets to leverage the decline in mainframe and overall server business. that's because i am asking. what are the growing markets ibm strategically is focused on? what is the strategy to win these battles against what competitors? when looking at ibm's financials i can see only one growth area - and that is SERVICE. but that normally is lower margin than the old mainframe business and e.g. software, in which ibm is growing slower than the market? ibm is praying e-business! but will/are they earning e-business-money? how is their e-business-model? appreciate any insights. :-) af