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To: Tony Viola who wrote (105105)	6/29/2000 3:51:00 PM
From: Barry Grossman	Read Replies (3) \| Respond to of 186894

Tony, I've been thinking about how I feel about things in general lately and here are some of my reflections. Let me know what you think. Interest rate have peaked. The fed will see a continuing slowdown in the statistics that concern them and will do nothing at their next meeting. With the public release of each statistic showing that the slowdown is occurring, the public will start to think that the soft landing scenario becomes more probable. In the next few weeks we will start to hear some very bullish reports from the likes of Intel, AMAT, EMC, MSFT and the like. The upside surprises and bullish forward looking 2H00 outlooks from many sources will boost confidence and prices of certain equities to new never seen levels. JMO Barry

To: Tony Viola who wrote (105105)	6/29/2000 5:41:00 PM
From: Road Walker	Respond to of 186894

Tony, Yes, I understand the difference between a mainframe and a "supercomputer". I guess that was sort of a joke. Still, an impressive accomplishment by IBM. John

To: Tony Viola who wrote (105105)	2/12/2001 12:28:29 AM
From: mishedlo	Respond to of 186894

Actually they are not dead at all. Charles Schaub converted all its trading from IBM to client/server and back again when, to put it mildly, the results were quite undesirable. Storage, as well as MIPS (million Instructions Per Second), etc are total overated on other platforms. Storage cheaper you say (yeah, right). IBM can achieve 95% utilization on its storage devices, while C/S systems lock up at half that. Ellison admitted that himself. No joke. So... storage is cheaper (byte for byte) BUT you need 2-3 times as much to break even. Same with processor power. IBM makes very effective use of processor cycles. Other platforms running Oracle .... Uh sorry no way. Damn. Maybe I should join Chic and hop on the IBM crusade. PS, I worked in the industry for 20 years, I am confident I know what I am talking about. Wish I could find the quote from Oracle CEO to prove it. Mainframes dead. No way. IBM a good buy (I doubt it strongly). M