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


To: Arrow Hd. who wrote (6494)6/26/2000 1:17:00 PM
From: Jules B. Garfunkel  Read Replies (1) | Respond to of 8220
 
Arrow,
Your, "So IBM exits the networking arena and partners with Cisco. Also, to better participate in the PC space it does a deal with Dell. Now Hitachi. Even EMC though some problems arose with supply. And the new memory is going into an Intel based Netfinity product first."

But Arrow, these were almost exclusive IBM domains only a few years ago. IBM is now sharing those domains with partners.....and to me that translates into lower margins.
Regards,
Jules