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

To: WebDrone who wrote (6218)	3/1/2000 2:14:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 8218

How about a new PC line ? Don't doubt 1 Q's revs & earnings are soft by comparison to 99's 1 Q , but, as you hint , investors buy on expectations. Web sez: " I'm waiting for the next fad, which I think could be B2B..." Can't help but wonder if IBM's new PC line intro was delayed to support 1 Q's earnings report ? Check the 2/7/00 date and IBM may have some new "partners" as it is more than a "refresh": ----- " The makeover will include two new desktop models, an "all-in-one" commercial desktop, and a "legacy free" system that is built with new, standard USBand other technology. The changes also will include Netfinity, Intel-based servers with smaller form factors. David Thomas, IBM's senior vice president for the Personal Systems Group, made the revelation at IBM's PartnerWorld 2000 conference at the San Diego Convention Center. Thomas declined to be more specific on the moves when pressed on the issue following his conference presentation. However, a spokesman said the changes would actually be "much more" than a refresh, and would include sweeping changes to the personal systems brands offered by the unit." techweb.com ----- Got to (re)fresh: "buy some apples with your IBM dividends" ! Hello George (PPC) D. , The Big Boys and bye Jules ! To infinity , ... and beyond ! Jim K.

To: WebDrone who wrote (6218)	3/1/2000 5:09:00 PM
From: Don Hurst	Read Replies (2) \| Respond to of 8218

WebDrone, B2B IS the next fad. Certainly NIKU, CMRC, FMKT, ARBA and even ORCL are proof. What perplexes me is how did IBM let Orcl and Cmrc get all the glory out of the recent Auto Mfgrs B2B initiative with their suppliers. What the hell is going on in Big Blue? Lou G needs to start busting some heads. While I am on this soapbox, I must mention that the smoke came out of my ears when I read the article that Robert Scott Diver posted on Linux and the S/390 with VM. We had our own Internet with Profs and VM in the 80s and we blew that one. That may turn out to be a bigger one then the wintel debacle. Now regarding David's "thoughtful" analysis; just remember he bought 90 puts betting IBM would go to 70 and he thinks that Fleckenstein has something under that rug that makes him smarter then a "dead fish". Boy, I think I am now feeling a little better after all that. Regards, Don