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

To: Toby who wrote (2672)	3/23/1998 1:55:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 8218

Here's the link. IBM sitting pretty. Sure would like a move to the 120 level. Jim news.com

To: Toby who wrote (2672)	3/29/1998 12:31:00 PM
From: Jules B. Garfunkel	Read Replies (1) \| Respond to of 8218

Toby, You might ask Xy to explain: -- Why IBM has excess semiconductor manufacturing capacity in the first place? -- How much it will cost IBM in the division of management's time and personnel talent, to support multiple PC products? --How IBM, and its partners, will be able to sell x86 parts at 25% less than Intel and still have margins enough to support meaningful profits for both AMD and IBM? --What will the closer ties with AMD do to the existing and future relationships of AMD's customers, now that they are IBM's new, and in some cases, more fortified competitors, (CPQ, EDS, Fugitsu, etc.)? Jules