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To: Eggolas Moria who wrote (116129)	4/10/1999 11:49:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Gary, I think you are right. I bet Gerstner has has set a timetable: do it by such and such date or you're history. The question is whether IBM can execute. I say they cannot because nobody else has been able to make the transition. The energy barrier is too high. TTFN, CTC

To: Eggolas Moria who wrote (116129)	4/10/1999 11:50:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Gary- The question is: Why would IBM be anymore successful than Compaq's attempts at emulating the direct model. Remember, IBM has been steadily losing market share each year, and had a horrible record (profitability) as a producer...Compaq, despite glitches, has done better than that (market share gains, profitable)...Is there some reason why IBM now, all of a sudden, will outdo Compaq here...doesn't seem likely, does it? Surely IBM has similiar or worse cost structure, execution, and channel problem as Compaq... I am open to any evidence you have that would prove that IBM can pull this off (where Compaq obviously, at least so far, has not..)