Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Hansy who wrote (1925)	11/29/1997 1:36:00 PM
From: J R KARY	Respond to of 8218

RS has been downing IBM since it was $80/shr pre-split . IBM will benefit from Asian devaluations . IBM is not just a "high end computer hardware manufacturer" : techweb.com Without its (1956) consent decree expect more IBM innovations like world-wide NCs with services , plus strategic (major) acquisitions. IBM will highten its stock expectations and its multiple. Jim K.

To: Hansy who wrote (1925)	11/29/1997 4:56:00 PM
From: Robert Scott Diver	Read Replies (1) \| Respond to of 8218

Hans, I see Jim Kary did his usual great job responding. Did the genius at the "highly respected" BA ROBERTSON STEPHENS mention that almost all alternatives to high end computer hardware are from the US or pay royalties to IBM for every system they sell? I said "almost all" alternatives, but am personally unaware of any exceptions. IMHO the ugly choice is buy dollar-denominated hardware, settle for second best or do without. Since the HW is needed to remain competitive in the global market place, my guess is that there will not be many customers doing without. Scott