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

To: Arrow Hd. who wrote (3462)	7/10/1998 11:07:00 PM
From: art slott	Read Replies (2) \| Respond to of 8218

Arrow, thanks for your great insight. Where there is smoke there may be mirrors. techweb.com IBM debunks Microsoft claim

To: Arrow Hd. who wrote (3462)	7/11/1998 9:00:00 AM
From: yard_man	Read Replies (1) \| Respond to of 8218

Thanks for your post. Very informative to me, for the most part. I have another question though regarding your last statement: >>They have to make a move and upgrade their hardware, probably the software version, and check all of their applications. For these customers a change to the AS/400 or another platform will certainly be considered. Beyond that the mainframe business has never been better.<< 1. Is demand for mainframes currently accelerating? 2. If so how sensitive do you believe the accelerating demand is to a general economic downturn. 3. You have indicated that there are some economies of scope with respect to mainframes, i.e. firms that use them to provide an internet server function, don't just use them for that purpose -- many other apps are run as well. Do you think that is the model of the future? Everything I've read about internet traffic indicates that it is quite "bursty" -- I guess this would probably be so, if to a less limited extent, for the demands on servers of information. To make the most economical use then ... 4. How much of IBM's revs come from mainframes? How much from services? thanks for your input Tippet