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

To: J R KARY who wrote (3832)	9/15/1998 7:47:00 PM
From: treetopflier	Respond to of 8218

Shed the net so we can chase bigger fish. Interesting idea. A PC company maybe. If their concept is to leverage the central sites with top notch Java based apps would they need a PC company at all? They can just use the internet ready desktop devices they already have available. Same device would work at home as would work in your office. Don't really even need any local storage if I can have some disk where I keep my EMAIL. I am warming to the idea of shedding the net, but not for DOJ avoidance. Maybe the concept of a proprietary hardwired net is just dead and IBM has figured this out. There are plenty of other internet ready bandwidth providers out there. ttf

To: J R KARY who wrote (3832)	9/17/1998 11:02:00 AM
From: Arrow Hd.	Read Replies (1) \| Respond to of 8218

An interesting thought, the breakup of MSFT. As you know, that was the theme years ago with IBM, that is break it up. Even as late as the Akers era, without govt. influence, he was organizing on business lines so he could sell off the pieces. Bad idea. Gerstner's strategy of leveraging IBM's considerable size is much more effective. I dont think the DOJ will attemp to break up MSFT. Their goal is to get them to eliminate their predatory business practices such that their monopoly doesnt stifle competition and in turn, technology development which is key to being the world leader in commerce. MSFT's arrogant attitude is killing them. They could have 98% of what they want just by having more flexible business practices and innovative pricing methodologies.