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

To: Jules B. Garfunkel who wrote (2388)	2/3/1998 2:31:00 AM
From: J R KARY	Respond to of 8219

Hi Jules IBM announces a 1,000 MZ PowerPC CPU Seems it beats INTC to the market by 1 full year: news.com A question. I suspect INTC is not immune to competition so if INTC's margins drop will they compete with IBM in the lower margin service business ? INTC won't just go out of business will they ? Naw...hope they will save some of today's high margin cash to buy back their stock . Good investing, Jim K.

To: Jules B. Garfunkel who wrote (2388)	2/11/1998 6:57:00 PM
From: Don Hurst	Respond to of 8219

Jules, another example of IBM growth in today's news article about the IBM purchase of CommQuest (repeated on CNBC later) ; IBM bought Tivoli two years ago when they were doing 50 million in revenue. Today Tivoli does 500 million. I think you bears are really missing the positive changes that are occuring in Big Blue. Clearly the revenues from the cash cow, S390 and MVS ( now known as OS/390) are not growing at the old rates but new revenues to the tune of 17 Billion over the last 5 years are coming in. At just over a 16 PE this stock is getting ready for another ride upward.... that is only if you maintain your bearish outlook. Don't switch on me. Regards, Don