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

To: Arrow Hd. who wrote (6475)6/23/2000 1:02:00 PM
From: Jules B. Garfunkel  Read Replies (1) | Respond to of 8220
 
Thank you Tony for your reply.

Arrow,
Will Intel be one of IBM's largest customers, or will it be the other way around? One of my many negative reasons for being down on IBM, 18 months ago, if you recall, was that over time, I believed, IBM's margins would be reduced as they moved from selling their own manufactured Servers, to selling INTC's less expensive Merced based MP Servers.
Regards,
Jules



To: Arrow Hd. who wrote (6475)6/23/2000 1:17:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 8220
 
Arrow Hd, >IBM makes huge money on IP and Intel can be one of their biggest customers plus these are cross-licensing deals so IBM gets in return, that which Intel creates.

Interesting point about IP. What did you have in mind WRT Intel being a customer of IBM in the IP area?

Tony


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