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

To: Ramsey Su who wrote (4725)	3/1/1999 12:23:00 AM
From: Jules B. Garfunkel	Read Replies (1) \| Respond to of 8218

Ramsey, Yup! That's right. I've been waiting twenty months for other investors to realize the same thing. Jules

To: Ramsey Su who wrote (4725)	3/2/1999 1:41:00 PM
From: Arrow Hd.	Respond to of 8218

Ramsey, sorry for the delay in answering. Services covers many different businesses with outsourcing and Y2K only a piece of it. Y2K is actually a fairly small piece of services due to lack of skills. IBM got rid of most of their old Cobol systems engineers a long time ago and the remediation piece was done with a lot of packaged offerings. Outsourcing has only scratched the surface. Most large IT shops are still part of the existing enterprise not outsourced. So the services business will grow particularly well once we are over the Y2K phenomena when customers go back to implementing ERP and Internet E@commerce.