Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tony Viola who wrote (4201)	10/30/1998 8:56:00 PM
From: Dale Knipschield	Read Replies (1) \| Respond to of 8218

Tony, What's special is that it IS IBM offering this deal, and it comes with Lotus Smartsuite, by the way! When a million lb. gorilla like IBM fires a shot like this, a major price war is on the way; you don't have to be a genius to figure that out.... Winners?.....consumers. Losers?.......Shareholders of AMD, INTC, even CYRIX as the uP market is further diluted and profit margins shaved. Same for the boxmakers. I'm not trying to argue any point, but simply point out that this further drives PC's into the commodity arena. It's going to get real bloody out there, and a year from now many players will have exited the scene. As for Cyrix not having as reliable a uP as Intel, that may well be, but many potential purchasers, myself included, would rather have a warrantee backed by IBM than Packard Bell, Ace, or CTX. As for IBM's future financial prospects, I have no clue as to what they might be, but I suspect that "Big Blue" is going to be on the scene for a lonnnnggggggg time into the future. Cheers! Knip

To: Tony Viola who wrote (4201)	11/3/1998 4:36:00 PM
From: Joe NYC	Read Replies (2) \| Respond to of 8218

Tony, By the way, Cyrix still has a reputation, deserved or not, for chips that overheat and are not as reliable as Intel's. You seem to the one man anti-Cyrix PR firm who is creating this "reputation". There was one revision of one of Cyrix designs sold years ago that had the "overheating problem", which was not any worse than original Penium 60/66. BTW, I still have one of those chips (IBM branded) that still runs fine, even with an el-cheepo fan. IBM lowballing it for the Christmas season with the shakiest reputation MPU name may say something about their own upcoming financial prospects. I think the CPU with the shakiest reputation is the Celeron brand, and they still sell ok, if priced attractively. I think IBM will do very well with their low priced PCs. They will gain market share and customer loyalty, as even the entry level buyers will be able to afford a brand name PC. Joe