SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Bob Kim who wrote (114362)10/18/2000 1:53:20 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
Bob, >Here's an excerpt of why ML didn't downgrade IBM today:

I think ML and IBM top guys probably hoist a few over barbeques back there in White Plains, or Armonk NY. ML wouldn't say IBM has a buckshot scatter product approach if it hit them in the face. Mainframes: sideways to down; RS6000: nobody seems to want it over Sun; AS400 a real zero; storage, another thing they invented, EMC kills them. The only well selling products they have are Intel based servers, and Compaq and Dell outsell them there by a ton. I think ML is clueless.

Tony