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

To: Kevin Ose who wrote (3908)	10/10/1998 1:01:00 PM
From: art slott	Read Replies (1) \| Respond to of 8218

>IBM may not be a hyper-growth ticket to riches, but when a company this size is doing things well, the positive momentum is very reassuring. In a recent survey of technology professionals by SG Cowen, IBM scored well in several key growth areas and garnered rising customer satisfaction. According to the SG Cowen report dated September 21, IBM is "increasing its penetration of the burgeoning outsourcing market as well as taking share in systems integration" Other strong areas include messaging (Notes) and systems management software. Grouped together, SG Cowen estimates these growth businesses will contribute 43% of revenues in 1998 and will grow at a 19%-20% rate for the next several years. A final point from the SG Cowen report was that IBM's "host systems recurring revenue is not going away." Nothing like a little revenue visibility to reassure investors.< They left out chips and Ibm's growing mainframe market share. Art