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To: John Koligman who wrote (128667)3/1/2001 4:03:59 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
John, Yaacov, >IBM...Rumors of a good quarter per CNBC...

Another case of inexact stock markets. If IBM is having a good quarter, dollars to donuts it's because of their new mainframe they just came out with last quarter. Nobody else in the world makes those anymore, and only BMCS and CA are big enough in the SW area for it to make a damn to any other company. Not complaining though, take a rally from whatever wants to provide it. Have seen some reports, though, that the IBM MFs might be taking share from top of the line Suns.

Tony



To: John Koligman who wrote (128667)3/2/2001 12:24:24 AM
From: Yaacov  Respond to of 186894
 
Many thanks John. It seems however that Oracle warned and that leaves nobody else to warn. Maybe now that market decides to turn! gg As for IBM, like Oracle and CSCO there are no secret cows and I don't believe ANALYSTS on CNBC!

Kind regards

Yaacov