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

To: Jules B. Garfunkel who wrote (2522)	2/19/1998 11:54:00 AM
From: Chris	Respond to of 8218

ibm is doing well... congrats all.

To: Jules B. Garfunkel who wrote (2522)	2/19/1998 12:09:00 PM
From: Kevin Ose	Respond to of 8218

Jules..... Dell Splits Stock After Strong 4Q (02/18/98; 4:51 p.m. EST) By Gabrielle Jonas, TechInvestor Dell Computer easily topped Wall Street estimates Wednesday with fourth quarter earnings of $285 million, or 81 cents a share, on revenue of $3.7 billion. (from CMP.net) Do you think that possibly "split plays" are factoring into the activity on Dell of late ?? Anticipation, follow thru ?? KO

To: Jules B. Garfunkel who wrote (2522)	2/19/1998 2:33:00 PM
From: Robert Scott Diver	Read Replies (2) \| Respond to of 8218

Jules, Do you believe that the items in your post are the key factors in evaluating IBM? It hasn't been lost on IBM's business sales prospects that IBM's handling of the Olympics has been almost flawless and a technical feat perhaps beyond the capabilities of any other company. I am unaware of any problems. The "almost" is to cover any problems I am not aware of. Everyone who watched the Olympics (90% of the free world?) saw IBM's name. IMHO IBM's money was well spent. Dell doesn't deliver anything that I would call an enterprise server unless the enterprise is very, very small. Does it concern you that Dell doesn't compete at the high end? Let's not pick a few insignificant facts and use them to try to drive the price down. It doesn't seem to be weighing Dell's price down today. Looks to me as if IBM will easily reach $105 prior to options expiration. Long and smiling! Scott

To: Jules B. Garfunkel who wrote (2522)	2/19/1998 4:30:00 PM
From: Hsien W. Chang	Read Replies (1) \| Respond to of 8218

Jules: The Olympics TV audience problem is a CBS problem!! It has nothing to do with IBM's technical support for the Olympics!! Dell had a great 4Qtr in the Far East in Japan, Australia and Singapore. I don't know this was due to their Server business. Please point out the article where you got the Dell Enterprise info. Thanks

To: Jules B. Garfunkel who wrote (2522)	2/19/1998 5:36:00 PM
From: Don Hurst	Respond to of 8218

Jules, forgot to add to previous message. IBM improved sales in China in 1997 by over 50% according to official news org of China and reported in News.com. IBM has 1600 people in China and it is IBM's second biggest mktplace in SE Asia. It didn't say how much increase was but it seems safe bet to me that 50% increase was greater than entire revenues for Dell in SE Asia. I think Dell would worry Compaq more than IBM. Compaq still is basically only a PC company, right? They will probably wish they had stayed that way after the Dec acquisition starts to suck them dry. Regards, Don

To: Jules B. Garfunkel who wrote (2522)	2/20/1998 2:42:00 AM
From: saju chacko	Read Replies (1) \| Respond to of 8218

Jules do you have the sales numbers for the number of IBM ThinkPad 770 units sold in the last year? Thanx, Saju

To: Jules B. Garfunkel who wrote (2522)	2/25/1998 9:35:00 AM
From: art slott	Read Replies (1) \| Respond to of 8218

Jules, Me thinks the olympics may have helped here. Massive solutions provider and cost saver. Thats what E- Business is all about. IBM is a tremendous value. Europe is coming on board so is China. 333 MHz for $2199: Click Here IBM (NYSE:IBM) wins contracts with 2 energy cos Reuters, Tuesday, February 24, 1998 at 22:37 SOMERS, N.Y., Feb 24 (Reuters) - International Business Machines Corp said it will announce on Wednesday major services contracts with two companies, including one to build a private network that will rank among the world's largest. Under the network contract, IBM, the world's largest computer company, said it will construct a global network for Texas-based oil services company Halliburton Co (NYSE:HAL) that will stretch across more than 50 countries and provide access to corporate research, data and e-mail to more than 26,000 employees. Other services IBM said it would provide under the contract include network management, e-mail administration, service desk support and Internet services, including hosting a Web site for Halliburton. IBM said it also won a multi-year contract to provide data center management, voice and data communications management and other services to Massachusetts-based utility Commonwealth Energy System (NYSE:CES). IBM did not disclose terms of either contract. Copyright 1998, Reuters News Service Companies or Securities discussed in this article: Symbol Name NYSE:IBM Intl Business Machines Corp NYSE:HAL Halliburton Co (Hldg Co) NYSE:CES Commonwealth Energy Sys Market data is provided by Quote.com, Inc. By using this service, you agree to the terms of the User Agreement. Investor Tools Markets at a Glance Quotes/News/Charts Stock Watch Enter Stock Order Open Stock Orders Options Trading Transaction History Account Balances Account Records Portfolio Summary Switch Accounts c Copyright 1998 E*TRADE Securities, Inc. All Rights Reserved.