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

To: Jules B. Garfunkel who wrote (4419)	1/18/1999 9:50:00 PM
From: J R KARY	Respond to of 8218

IBM 's OfficeMax "IBM Store within a Store" could turn out BIG Hopefully IBM staffs them with sales people capable of making "field" calls. The only way to peddle "enterprise servers" which could be IBM PowerPC AS/400s , PPC RS6000s , or until the FTC gets finished with them , INTCs (you know the CPU AAPL's IBM-PPC steamrolls) : " The needs of the home office and small business segments are important to IBM, and the breadth and depth of our product and service offerings to these customers is unparalleled,'' said Mike Braun, general manager of IBM's Consumer Division. " biz.yahoo.com The Office Max exposure creates an opportunity any ole IBM new account rep would have died for ! Visit the Smithsonian and ask one :>) Jim K.

To: Jules B. Garfunkel who wrote (4419)	1/19/1999 11:04:00 AM
From: Arrow Hd.	Read Replies (1) \| Respond to of 8218

Jules, as you know from my previous forecasts I have no methodology that takes any of this into consideration but I have been within a penny every quarter for the past year or two. Fourth quarter was very good for MIPs shipped especially in the mainframe business area. The glass house is in a panic to get retooled prior to the Y2K data center freeze. The first quarter should be the best in history. All kick off events were cancelled. The mainframe soiree' in San Francisco for 2000 mainframe specialists in January was cancelled. Quotas were out the first business day of January instead of February. The only events scheduled are for customers and they are selling situations not education. IBM needs 60% of the years business in the first half not the usual 40 to 45 percent. The glass is half full and wont become half empty until the late summer. Of course, making predictions (which are nothing but guesses) prior to the events is fraught with risk beyond what a normal mortal's ego should be able to stand so please, everyone, be kind to me if I turn out to be horribly wrong. As you know, I say all of this in good humor.