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To: JRI who wrote (3707)8/13/1998 11:15:00 AM
From: Robert Scott Diver  Read Replies (1) | Respond to of 8218
 
John, I retired from IBM Poughkeepsie (home of the mainframe). I am a long term IBM long and long DELL since early this year. IMHO IBM means to make money in PCs and will get out of the business if they can't. I expect IBM to stay in the PC business and to make money at it. I expect DELL to be #1 in the PC business by the end of this year. Of course "PC business" is hard to define. JMO. Scott



To: JRI who wrote (3707)8/13/1998 12:23:00 PM
From: Arrow Hd.  Respond to of 8218
 
Each product set, whether software, hardware or services has to stand
on its own and make money. To sell PCs at a loss in order to grow
another business segment is full of all kinds of problems including
legal and anti-trust implications. So this is not the business
model IBM uses and the "Dell bears" are incorrect in their hypothsis.


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