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

To: art slott who wrote (3703)	8/12/1998 2:55:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 8218

IBM's new PowerPC chip permits 30 % price reduction at 2X the power " With an eye to customers looking for a powerful server for running enterprise resource planning (ERP) applications, IBM later this month will launch its first RS/6000 Model S70 server powered by the second generation of IBM's RS-64 microprocessor, company officials said Tuesday. IBM also announced price cuts of as much as 30 percent on its previous RS/6000 S70 systems. At 262 MHz, the new PowerPC RS64-II microprocessor more than doubles the clock speed of its predecessor, which was introduced in the S70 in October last year. The new processor also doubles the amount of Level 2 cache memory on the chip to 8MB, allowing IBM's new S70 to run ERP applications about twice as fast as current S70s, said Michael Maas, product manager for IBM's RS/6000 Enterprise Server division. ERP refers to a class of applications designed to help companies improve their productivity by linking nearly every aspect of their business operations. The new server is also well suited to running online transaction processing and supply-chain management applications, IBM said. IBM's new processor will also make IBM's S70 one of the fastest Web servers on the market when used in certain configurations, according to a certain benchmark test selected by IBM. In a 12-way configuration, the S70 delivered SPECweb96 performance of 9,081 HTTP operations per second, making it the first system to break the 9,000 barrier, according to IBM. " infoworld.com ERP looks to provide justification for "netting nets" , netting out to increased revs in IBM's net . Regards, Jim K.

To: art slott who wrote (3703)	8/12/1998 4:50:00 PM
From: Arrow Hd.	Respond to of 8218

I am a bit disappointed today. I would like to see it retrace back into the low 130s and make a move for a new high. We have a few more weeks before earnings warning season starts again and the Fall blues sets in. I had hallucinated back in June about earnings and a move into the mid 130s by mid-August which has occurred but now I would like to see this tested again. If it doesnt happen in a few weeks we are going to be impacted by other negatives such as tech firms warning, Asia, deflation, Russian bank disasters, Japan, China devaluing, and Y2K issues. We are going to start to see far more firms now start to publicly state that their customers are deferring orders to redirect monies and resources to fixing Y2K and it is going to hurt their upcoming quarters. This on top of continuing Asian issues will be double trouble and could set us up for a very difficult fall season from which almost no one will be immune. Only some opinions to ponder. I lived through the crash of 87 so for me capital preservation is a bigger focus than for most of today's investors. If we have another 300 to 500 point down day in the next six weeks this will be following the same pattern we saw in 87 and I would get out of margin and raise cash. Again, only an opinion. Would be interested in anyone else's thoughts.