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

To: Jules B. Garfunkel who wrote (4497)	1/22/1999 11:55:00 AM
From: Arrow Hd.	Read Replies (1) \| Respond to of 8218

Jules, regarding your "bundling" question. IBM's customers like to aggregate their purchases so that they have leverage to discount. Each product within the "bundle" has its own P&L and is allocated revenue so it passes a deep discount test to insure each product in the "bundle" is profitable and that there are no products being sold at a loss. Also, each product can be ordered individually even when there is one ordering process from a fulfillment standpoint such as with OS/390 software. That is an entirely different set of business practices than what we saw with MSFT and the DOJ issue if that is what you are alluding to here.