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

To: Jules B. Garfunkel who wrote (1878)	11/20/1997 3:39:00 PM
From: Robert Scott Diver	Respond to of 8218

Jules, EDS, Seagate, HP. Looks to me like IBM is clearly winning in disk storage, services, and enterprise (mainframe class) servers. They have a clear technology lead in disk R/W heads, HDD density and chip manufacturing. IBM is back in the printer business with some industry leading technology. Scott

To: Jules B. Garfunkel who wrote (1878)	11/20/1997 4:43:00 PM
From: Don Hurst	Read Replies (1) \| Respond to of 8218

Jules, are you still in the IBM puts? I believe that Scott is writing a lot of truth in his msg to you, particularly in the disk business. For a guy who seems to know so much about IBM's weaknesses, how come you know so little about IBM's strengths? Could it be that all those analysts and stock gurus that come on CNBC etc., are right about 2/3rds of IBM's businesses growing in todays tech sales world resulting in increased revenues and profits. NAH... not possible!! Regards, Don