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To: soup who wrote (15859)	7/22/1998 2:29:00 PM
From: Alomex	Read Replies (1) \| Respond to of 213177

soup, I think the case of IBM is very relevant to this forum. While the general perception is that IBM is "back in business" (even to the extent that a special article was dedicated to it in The Economist) revenues give a better, more neutral picture. Revenue growth is relatively flat at the same time other manufacturers are posting hefty gains. Users are switching to smaller, inexpensive NT systems. IBM had such a large installed base that it's fortune had to turn for the better with the improvement of the economy. But when bad times come and one has to spend the IT buck smartly, MIS will buy cheap Dell/Compaq Wintel servers to replace the clunky AS/400s. In other words, the current rossy IBM scenario is actually hiding a potential collapse (let me emphasize potential).