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

To: art slott who wrote (3604)	7/28/1998 10:09:00 AM
From: Don Hurst	Read Replies (2) \| Respond to of 8218

Art, to back up the news.com article, today's WSJ B section page 6 has a similar article on the G5. A couple of interesting points... "IBM,Armonk NY, has indicated by June 30 it had notched 143 "competitive winbacks" among customers who were either going to replace or upgrade existing Amdahl and Hitachi mainframe machines" A comment by Don Young, an analyst with Prudential Securities Inc., re the 15% more powerful G5s than announced "IBM can walk in and say they are 20% bigger than the biggest bipolar. A good amount of bipolar customers will start moving IBM's way" There is another article on the same page discussing the AT&T BT alliance which has some very favorable comments about IBM's activities in the telecom services area.. Comment by Chris Taylor, business-development mgr for IBM's global manager for IBM's global network.... "We're profitable and gaining market share" at the expense of Global One (this is a partnership between Deutsche Telecom Ag, Sprint, and France Telecom SA) and others. "IBM's system, which grew out of the internal phone network linking Big Blue's vast empire,(I love that last phrase) today snakes into 30,000 customers facilities in 900 cities world-wide". Also, IBM's approach to telecom considered to exploit changes in how multinationals want to to be served, ie., they want telecom "solutions" not just lines etc and IBM can provide while other telecom alliances (read AT&T BT alliance et al) have trouble doing this. When people zero in on only the PC world, they really can't see the forest for the trees. Regards, Don