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

To: DAN KACKLEY who wrote (2602)	3/8/1998 5:04:00 PM
From: CALLS&PUTS	Respond to of 8218

Anyone hear of any more FAB deals involving IBM (ie like the AMD deal announced late last month? ) CP

To: DAN KACKLEY who wrote (2602)	3/9/1998 7:36:00 AM
From: Robert Scott Diver	Read Replies (1) \| Respond to of 8218

Dan, Bearish news: -IBM's copper process and fab deals -IBM improved efficiency in server manufacturing probably a major cause of Compaq's problems -IBM has a least a six month lead in disk drive technology, only playing in the high end where supplies are short, licensing technology -OS/390 is only high end operating system -chips and technology going into all product areas from cars to toys at an ever increasing rate. Time to short the leader and cash in. JMHO, Scott