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: jkb who wrote (2050)	1/1/1998 5:00:00 PM
From: Jim Patterson	Read Replies (2) \| Respond to of 8218

"What's IBM's asian exposure? -Jay <eom>" I do not know. Lets think outloud for a second. IBM is a huge company that does business just about every where. Currency has been hurting them a lot. AP currencies have been the weakest. Big companies like IBM. I, on a guess would say that it is greater than 10 %. This is only a guess, Ask Meathead, he seems to know every thing about the computer business. IBM also has 6 divisions, some may be more exposed than others. If the service division has a lot of exposure, that could be deadly. Jim

To: jkb who wrote (2050)	1/2/1998 11:30:00 PM
From: Robert H.	Read Replies (2) \| Respond to of 8218

Jay, The server hardware makers like HWP, IBM and others have a significant exposure in Asia-Pacific and Japan. Auspex =12% ...DataGeneral =6% ...Digital Equipment =18% EMC Corp. =9% ...Hewlett=Packard 16% ...IBM =20% ...Lexmark =11% NCR =20% ...Silicon Graphics =23% ...Sequent =12% ...Stratus =36% Sun Microsystems =16% ...Unisys =19% Some may choose to discount this economic reality; however the fact is that Southeast Asian economies have been the engine for high growth for many of this group's members.