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

To: Jules B. Garfunkel who wrote (3390)	6/26/1998 2:29:00 PM
From: Don Hurst	Read Replies (1) \| Respond to of 8218

Now we know why Lou G recently sold some of his stock. Regards, Don

To: Jules B. Garfunkel who wrote (3390)	6/26/1998 7:45:00 PM
From: Robert Scott Diver	Read Replies (1) \| Respond to of 8218

Jules, I just saw something on WSJ Interactive saying Sequent was having problems. Investors mustn't have read the article yet? Computer buyers must not be buying their computers either. I see that there will be 16 whole I/O paths. That is a small fraction of the channels on even a very small mainframe. Won't the new INTEL chips need to be able to run successfully with more than 2 processors in an MP configuration? It hasn't happened yet with any INTEL chip other than Pentium Pro which supports a "blazing" 4 way configuration of 200 MHZ processors. I can't imagine why the analysts haven't warned their institution's investors to bail out of IBM immediately. Wonder what operating system they will use. Windows doesn't scale well. I guess I missed the IBM AS/400 minicomputer disappearing. Scott

To: Jules B. Garfunkel who wrote (3390)	6/28/1998 10:47:00 AM
From: Hsien W. Chang	Read Replies (1) \| Respond to of 8218

Jules: From a hardware point of view the content of the article sounds great!! How about all of the trillion $s worth of application code? How will they convert them to run on the new hardware? It will cost trillions more to do so! IMS has been around for years and it still will be around after both you and I are long dead!! Who is going to pay for this cost? At one time I also belief that the days of mainframes are numbered! However, I have changed my mind since the INternet era! I don't belief that mainframes will never be replaced by distributed computing!