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

To: Mark Brophy who wrote (3682)	8/7/1998 11:05:00 AM
From: Robert Scott Diver	Respond to of 8218

Mark, Mainframes also run UNIX, but aren't included in the workstation numbers because they cost more than a million dollars. As many of IBM's customers are replacing many smaller machines with a larger system, it may be that there is a net gain hidden in the numbers. The article also mentions that IBM just finished a refresh on RS 6000 that should help here. JMHO, but the workstation news doesn't seem to be impacting the stock. Bought a bunch of IBM yesterday and today I am a happy camper. Most IBM longs over the past several years are also happy campers. Scott

To: Mark Brophy who wrote (3682)	8/7/1998 11:18:00 AM
From: J R KARY	Read Replies (1) \| Respond to of 8218

IBM AS/400 PowerPC servers revs $13 bln/yr - UNIX report unclear Mark the UNIX marketshare statistic doesn't make sense shifting between units and $ size without ever giving the numbers for either . What is worth studying is IBM's PowerPC . The AS/400 began with the S/38 and was 1st known as IBM's "Future System" . It was a DB processor . Attached PCs used ASCI applications (VisiCalc , LOTUS etc) on the S/38's EBSIDIC files and a requirement arose for a common "file CPU". IBM's answer was the PowerPC , which in the AS/400 alone brings in $13/bln: " It has never played like a sizzling Top 40 hit or dominated cocktail chatter at industry trade shows, but IBM's AS/400 has quietly established itself as one of the most commercially successful server platforms this decade in both large and smaller shops. But as the 64-bit line of servers sails past its 10-year anniversary, IBM's Rochester, Minn.-based AS/400 division will have to jump over a number of technical and marketing obstacles if it hopes to continue the double-digit revenue growth it has brought in during the past three quarters. " infoworld.com Interesting that MSFT's NT is now OS/400 native but its IBM's PowerPC OS code which made the seam for NT . Hence , keep your eye on IBM's PowerPC - don't let the Sun blind you and keep you from buying Apples with your IBM dividends. Regards, Jim K.