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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Chris who wrote (9540)6/4/1998 1:03:00 AM
From: J R KARY  Read Replies (1) | Respond to of 42787
 
Buy if $116 is Option expiration peg - new OS plus more Server sales

PowerPC has a new OS from QNX which could be for IBM's "hand-held" devices (portable keypunches for midgets) and network devices :

" IBM, Motorola and NEC expressed their respective
support for the introductions, which were announced
at QNX's annual Technology Conference in San
Francisco. The introductions closely follow the recent
announcement by telecom giant Cisco Systems Inc.
- which does not use Intel chips - that QNX will
be its preferred provider of RTOSes.
"

Not limited to INTC's platform , the Real Time Operating System will now be a PowerPC OS : edtn.com

Plus IBM is going to directly sell its Netfinity servers to businesses to increase sales :

" Under the new Netfinity Direct program, expected to be
unveiled on Monday, Armonk, N.Y.-IBM (company
profile) will begin orchestrating the procurement, service,
and support of server products for select enterprise
customers that insist on working directly with the vendor. "
techweb.com

Why not ? Servers , once known as mainframes , are IBM's forte .

IBM is a buy below the $115-116 area , option peg looks to be < $116 .

Regards,
Jim K.

PS: Meant to only post this reply on IBM's thread



To: Chris who wrote (9540)6/4/1998 9:20:00 AM
From: Electric  Read Replies (1) | Respond to of 42787
 
Chris,

Dont say that.. I dropped my put on it a while back..

It would be a huge negative if IBM returned to the 95-115 area..

A big negative..