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

To: Don Hurst who wrote (3512)	7/20/1998 3:35:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 8218

Don , earnings Arrow (Hd) is up (at least .01 ), plus servers ship in August Fret not ! Could be that IBM's Microelectronics and Global Services Division will carry the ball this quarter , but the G5s will spark 3Q and 4Q's growth . These mainframe servers are for new intranet corporate networks , probably the sequential result of 1Q's "Nagano" site demo software and 2Q's pre-installation services . The G5 OS has a YR2000 detect and that along with new intranet/internet software (plus added NC hardware) requirements will spark further Global Services growth . If so the earnings conference call should be very bullish . Regards and good luck to all, Jim K.