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

To: Charles Tutt who wrote (7423)	1/26/2002 9:07:01 AM
From: Robert Scott Diver	Respond to of 8218

The new Linux only offering provides a one CPU offering for $400,000. Previously equivalent hardware was $750,000 with the ability to run traditional mainframe operating systems. To a potential customer wanting to run LINUX, the greatly reduced cost is very likely to tilt the competitive balance toward use of IBM HW. IMHO, this will add to IBM's revenue and profits. BTW, IBM has a very good TCO case for using IBM Intel based systems over those of competitors because of the self-healing/management capabilities only Big Blue can provide. JMHO, Scott

To: Charles Tutt who wrote (7423)	1/26/2002 11:01:57 AM
From: Arrow Hd.	Read Replies (1) \| Respond to of 8218

Charles, we will have to agree to disagree. Nothing is being fragmented, just the opposite. More offerings to meet specific requirements at the best total cost of computing available in the market place. This announcement is already generating huge interest. And where it is practical and cost efficient, the platforms are unifying in areas such as technology where one development bill can be spread over multiple platforms, such as with memory sub-systems or processor controller microcode. If the software a customer wants to run is available only on a SPARC Solaris there should be a long pause with a resulting surprised reaction because that is called a dead end. And no one should box themselves into an IT corner in this day and age. JMHO too.