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To: Sonny McWilliams who wrote (21245)10/23/1998 10:51:00 AM
From: Ann Janssen  Read Replies (1) | Respond to of 27012
 
Sonny,

Sorry I didn't get a chance to catch CNBC last night. I tried to log in from home and couldn't get in. That's kind of strange that IBM would say the PC is dead. Correct me if I'm wrong but weren't they one of the first companies to come out with a personal computer?? Ok lets not count the commadore 64 or the ping game. What planet is he living on?? What they all want us hooked up the the mainframe with coax?? I DONT THINK SO!! <GGG>

Hope your day is going well

Yack at ya later

Ann



To: Sonny McWilliams who wrote (21245)10/23/1998 11:54:00 AM
From: Sonki  Read Replies (1) | Respond to of 27012
 
sonny, thx for the article. yes, big pharama doing well. dell is stalled but once it goes pass 60 it will fly.
looks like maybe some profit taking today.

tbh: i added to my existing holdings yesterday @80.x.
i think w. a little patience i will see great upside.
i do not think it will come down to 50 again. may pullback to 75 or maybe 70.

ibm: i had some jan 130 options which i sold before earning. i was not impressed w. ibm's earnings report. maybe things will be better as
pc business slows and mainframe takes off.
many companies are already making phones that can connect to internet
and maybe all these phones connect to company's central database.
so i can see how big mainframe might come back.
but i do not see dell slowing down. ibm pc business was never great so ibm may slow down in pc cuz dell is eating their pc buisness? i guess.