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

To: Joe NYC who wrote (4212)	11/3/1998 5:46:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 8218

Joe, >>>You seem to the one man anti-Cyrix PR firm who is creating this "reputation".<<< I said By the way, Cyrix still has a reputation, deserved or not, for chips that overheat and are not as reliable as Intel's. Notice the "deserved or not." It can take years for reputations to go away. Also, on the reliability part the highest will invariably go to the company with the best yields. I don't think there's any question who that is among the commercial MPU producers. This is the IBM thread and they're the #1 proponent of that theory (high yield = high reliability). Of course, reliability doesn't seem to enter into the picture re very low cost PCs. OTOH, if I were IBM, I'd be thinking in terms of not letting anything mar my reliability record, lest a bad reputation in any computer product cause doubt among potential server and other more important products' customers. Maybe I'm more quality and reliability conscious than the average bear, but I'd rather spend a little more and buy from long-time proven companies. Tony

To: Joe NYC who wrote (4212)	11/4/1998 12:34:00 PM
From: TigerPaw	Respond to of 8218

They will gain market share and customer loyalty, as even the entry level buyers will be able to afford a brand name PC. With a lot of entry level buyers will come a great demand for support. This is a classic opportunity/danger forking event for IBM. If they can develop good support for new users, leverage that into great support for their business users, they will have won a great victory. They stand to lose if they get a reputation for cheap PCs but ignoring the customer. For entry level users support means hardware, software, and stupid user tricks. TP