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

To: Arrow Hd. who wrote (3033)	5/4/1998 2:05:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 8218

Good info on IBM's (position) acquisitions by cash Can't remember , was Unisom an all cash buy ? IBM's LOTUS buy was a marketing match and paid for the next year by doubling of revenues with little cost to IBM , but Tivoli appears to require nursing . Both were cash deals without DOJ conflict as IBM did not reduce product competition in the marketplace , but not the same with IBM's communications systems presence . IBM's sale of its portion of Sat. Bus. Com. and Prodigy appeared short-sighted but may have been consent decree avoidance moves when you consider 60% of all communication is IBM processed: " Sprint cites studies which claim that more than 50,000 companies use IBM's SNA technology, and that more than 60 percent of all data messages transmitted over wide area networks pass through an SNA-enabled mainframe computer. " IBM has formed a partnership with Sprint to upgrade those wide area networks suggesting Tivoli's networking could be a (major) player . news.com Looks to be no cost to IBM , just profitable use of its products by Sprint . Another form of un-noticed investment . Regards, Jim K.