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

To: Jules B. Garfunkel who wrote (2722)	4/4/1998 5:11:00 PM
From: art slott	Read Replies (1) \| Respond to of 8218

Jules, I can't tell you the last time I have heard IBM referred to as a mainframe company. Only 5.3 billion of there 79 bin. came from mainframes. Even so there is a need for them as the amount MPS required has gone and is going up dramatically. It is hard to keep up with all the changes going on at IBM and info tech. Art

To: Jules B. Garfunkel who wrote (2722)	4/4/1998 5:16:00 PM
From: art slott	Respond to of 8218

I pray that IBM doesn't visit any of the ballparks my other stocks call home. I wouldn't want to go up against them at home or on the road. Art

To: Jules B. Garfunkel who wrote (2722)	4/5/1998 10:02:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 8218

Hi Jules your Cisco holdings will benefit from IBM's PowerPC Its mutually beneficial as IBM can supply ASIC chips for under $30 to be used in multi-application routers : chips.ibm.com IBM embraces "partners" like Cisco and can supply them with low cost chips (under $30)containing a 32 bit RISC instruction set: arm.com For instance in the airline application , which will replace mostly Raytheon CRTs , IBM will be able to add voice/telephone capability with additional PowerPC chips. We used to compete against Cisco but they had a "better" IBM connection than we did and their incredible success was the result. Regards, Jim K.