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

To: Robert Scott Diver who wrote (4788)	3/12/1999 12:47:00 PM
From: boredman	Read Replies (1) \| Respond to of 8220

Has anyone thought about the best way to profit if linux does replace windows.which companies stand to benefit?

To: Robert Scott Diver who wrote (4788)	3/12/1999 1:48:00 PM
From: J R KARY	Respond to of 8220

$5 bln in cash coming from A T & T after filing a $4 bln self offering Armonk is going to continue to look green long after St. Patrick's Day: " update The Department of Justice has given the green light to AT&T's $5 billion purchase of IBM's global data network. The agency gave its approval without imposing any new conditions on the companies. European regulators are still reviewing the transaction, however. Under the deal announced on December 8, AT&T would buy IBM's Global Network for $5 billion in cash, the telephone giant's most recent move to expand its international reach and its fast-growing data business. " news.com Come to THINK of it , its been almost a year since LVG told analysts IBM was not going to buy any PC companies this (3/98) year . Guess the rumors will begin soon . Jim K.

To: Robert Scott Diver who wrote (4788)	3/12/1999 2:18:00 PM
From: Arrow Hd.	Read Replies (1) \| Respond to of 8220

RSD, it is a great article and a must read. What goes around comes around. Screw Netscape and others with draconian business practices and terms and conditions and you become an open target. I had always considered JAVA to be one of the main cornerstones of the bracketing of MSFT but now there is another lock with Linus. I do question the assumptive theory that "each doubling is just as difficult as any other doubling". The point they are trying to make is that if they grew exponentially at this rate they will continue to do so but I dont believe that is valid. Doubling a small number within a finite universe of users is easier than doubling a larger number within that same universe when the universe is not growing as exponentially as the component from within. So it will be harder to double again the more times they double. That said, it is still impressive and the key is to figure out how to invest long term into this paradigm shift. So, everyone put your thinking caps on and lets have some ideas!