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

To: Bookdon who wrote (7996)	4/21/2004 1:38:20 PM
From: Arrow Hd.	Read Replies (1) \| Respond to of 8218

I don't think IBM will get out of semiconductors though they will focus on those semiconductor products that are proprietary, required for IBM machines, and unique contract semis built for other companies. Commodity semiconductors is a brutal business which they could easily avoid. Certain hardware enjoyed very high margins and some still does but nothing beats software. I believe IBM will want to continue as a fully integrated company in control of their destiny and not beholden to anyone else in any critical way. IBM's problem is it has missed business opportunities. It let Microsoft get away with a huge business, mis-forecast the PC market, came late to the services business, poor execution in networking and storage, and so on. IBM should be a 200 billion dollar a year company by now.