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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Thomas Mercer-Hursh who wrote (52227)7/20/2002 2:44:18 PM
From: Robert Scott Diver  Read Replies (2) | Respond to of 54805
 
Has anyone thought about the impact of middleware such as IBM's and BEA's on the profitability of SW companies such as SEBL, SAP, ORCL...? Could IBM be transforming itself into a gorilla in chip technology, middleware and other areas? As many know, I am long IBM and somewhat of a cheerleader. Scott