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

To: Harry Landsiedel who wrote (4770)	3/6/1999 2:11:00 PM
From: WebDrone	Read Replies (2) \| Respond to of 8218

Harry- I agree with you. Dell is dangerous. IBM is only recently offering any kind of resistance in the mid-level PC market. Let's say that Dell just rules mid to upper level pcs, and Compaq rules the el-cheapos (which is a serious market.) and PC servers. Ok, so I'm over-generalizing. Apple seems to be taking over the consumer/appliance market with their iMac, while relying on customer loyalty, for now, in the publishing workstation market. I am hoping that MOT altevec and /or new IBM chips will be the next big leap for the mid-upper level macs. Where can IBM rule? Laptops. High margins, and quality really counts. Nobody ever saved money with a cheap laptop. Diskless workstations. (thin or fat clients.) In a corporate setting, the price of PC maintainence has got to be cut. The machines are a pittance compared with keeping them running. Many people can do their job with nothing more than an office suite, email/scheduling, and a browser. You bring up a good point- Will Mike eat Lou's lunch. Old age and treachery beats youth and skill every time. I'm betting that Lou G. is not giving away the store. If the partnership works right, it is Compaq who is going to suffer. Web (solved 2/3 of my NT nightmare on friday, and I'm tempted to throw the other third away and pretend I just don't need that part.)