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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?

To: Berney who wrote (275)	5/1/1998 12:27:00 PM
From: Reginald Middleton	Respond to of 1722

<1) IBM is consistently #1 in corp America in patents, and 2) in the last fiscal year, it received $1B in revenue from royalties on patents that weren't in existence 4 years ago.> But it fails to penetrate the actual markets that are growing so quickly. The patent thing is nice, but will not substitute for a Windows 95, Windows NT, Office 97, Dell Direct sales model, or Cisco router and hub. These companies are riding the growth curve to its fullest extent, and IBM's management is using its size as an excuse for not participating.