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

To: Arrow Hd. who wrote (7485)	3/7/2002 7:35:01 AM
From: Robert Scott Diver	Read Replies (1) \| Respond to of 8218

Thoughts re. outsourcing and IT spending projections... >outsourcing trend continues to accelerate >larger machines provide better TCO for large outsourcing providers >IBM seems to be getting a large number of large outsourcing deals ($500 million from Nestle over 5 years just announced) and to be a leader in this area >if outsourcing favors IBM's systems and IBM, IBM revenue will easily grow faster than the growth in IT spending >outsourcing reduces many of the inhibitors of rapid adoption of advanced technologies >IBM is a leading provider of advanced technologies