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

To: Tony Viola who wrote (6273)	3/21/2000 3:43:00 PM
From: WebDrone	Respond to of 8218

Tony, Intel isn't exactly known for it's patent portfolio, eh? IBM is No. 1 in worldwide patents granted for many years in a row. Patents in networking, storage, semiconductors, algorythms... eventually this intellectual property should pay off. Well, that's my play. Also, when IBM does announce, we can see how long it takes to get to product. Before, it was a tossup if it ever would. Now it is how fast. Me, I like blue-sky research. Someday, sometimes, some of it pays off. Sometimes QUITE disruptively. Web

To: Tony Viola who wrote (6273)	3/21/2000 5:36:00 PM
From: Robert Scott Diver	Read Replies (2) \| Respond to of 8218

Tony, If INTEL's policy isn't to talk about unannounced products, then either they announce them way ahead of time, or their product planning department routinely leaks the information in violation of company policy. CT -> __ if IBM -> HAL (in 2001: A Space Odyssey). JMHO re. INTEL announcements not being about technology far in the future. Not meant as a flame. Scott BTW - You imply that INTEL and AMD will be at 2 GHZ at the same time as IBM. The article you objected to my enthusiasm about included "THAT DAY is not far away. IBM Corp.?s Enterprise Systems Group already has working prototypes of its forthcoming Power4 processor, a chip that officials say will boost the performance of high-end servers used for Web hosting and e-commerce." Perhaps I overlooked information regarding 2 GHZ Intel and AMD prototypes and you would like to point me to the appropriate links? TIA, Scott