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


To: Kevin Ose who wrote (4850)3/24/1999 7:24:00 PM
From: art slott  Respond to of 8218
 
Great article Ken. It was so good I bookmarked it for future reference. A must read.

>>"IBM has more potential than any other computer company" to transform itself, said Kay. Meanwhile PC makers like Gateway, which is the diametric opposite of IBM in terms of internal assets and company structure, are struggling to find new ways to drive revenue growth.

"Gateway has no proprietary technology like IBM, so they're scrambling to sell a stream of services rather than just a PC" to make more money, he said.

Services, by the way, is another IBM key strength and a deal with Dell may in the offing here too.

The upshot is that IBM growth <<