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

To: ToySoldier who wrote (4291)	11/30/1998 11:47:00 AM
From: John Koligman	Read Replies (1) \| Respond to of 8218

Sorry Toy, but you are arguing with the wrong guy. It's very obvious that Rudedog has excellent industry knowledge. To confirm, just check out his posts on the CPQ thread over the past few months. He is also correct in his assertion that IBM was the largest software company around till recently (few seem to know this anyway), when it was passed by Microsoft. That said, I don't know if I totally agree that IBM is looking like a corpse (I own stock in both IBM and CPQ, and this year, it is CPQ that has looked like a corpse), but his views are quite valid, and IBM does have exposure in all the areas he mentioned. Let's face it, IBM has prospered without much growth, and is one of the few large tech companies that WS has embraced anyway (thinking of HWP here). Best regards, John

To: ToySoldier who wrote (4291)	11/30/1998 12:55:00 PM
From: Robert Scott Diver	Read Replies (1) \| Respond to of 8218

Toy, Good response you made to Rudedog's post -- techstocks.com . I agree that Rudedog is smart guy, but I also feel that he is not completely up to speed in some non-WINTEL areas. Scott

To: ToySoldier who wrote (4291)	11/30/1998 1:25:00 PM
From: rudedog	Respond to of 8218

Toy - One correction here - this person's rumour that IBM is planning to sell off their RS/6000 division. Getting out of the AIX business and getting out of the Unix market are two different things. I never said or implied that IBM would sell RS. RS6000 might be a lot more viable running 'someone else's Unix'. And it needs to break out of the IBM ghetto to stay alive. BTW I did not intend these comments to reflect any opinion on IBM's stock price - IBM has been a great investment for anyone lucky enough to be in the stock this year, and I have great respect for Gerstner's ability to manage finances, expectations, and Wall Street. But you need to put a little sanity into your discussion of IBM's technology direction and market potential. IBM is still in transition and needs to move quickly to a new business model while they still have the revenue stream to stay in the game.