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

To: Jules B. Garfunkel who wrote (4980)	4/21/1999 4:57:00 PM
From: Arrow Hd.	Read Replies (1) \| Respond to of 8218

But there was price attrition. They shipped 80% more MIPs YOY to get this revenue increase. What is impressive though is that this mainframe line shipped last year in the third quarter. It is end of life as current line since a new line gets announced later this month and ships in volume in May. So with a technology refresh look for continued MIPs increases YOY but with much less price attrition since it is brand new and demand will outstrip supply into the third quarter. Adding to the demand picture will be installations moved up prior to the 4Q data center freeze which some are now saying may not be as big as previously thought though I remain conservatively cautious on 4Q.

To: Jules B. Garfunkel who wrote (4980)	4/21/1999 5:30:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 8218

Dear Jules, I did. <g> Best regards, Ibexx

To: Jules B. Garfunkel who wrote (4980)	4/22/1999 1:31:00 PM
From: J R KARY	Respond to of 8218

Toyota uses IBM "mainframe server , non-INTC inside" box for Notes Now Jules I suspect after IBM's superior earnings yesterday you would rather not read more good news about IBM but here it is: "April 22, 1999 (TOKYO) -- Toyota Motor Corp. introduced Notes/Domino of Lotus Development Japan Ltd. for its new email system and it plans to expand the system to accommodate 30,000 clients. Toyota started partial operation of the system in February. It employs a System/390 G5 mainframe computer of IBM Japan Ltd. as the Notes/Domino server . The automaker is the first company in Japan to use an S/390 mainframe as a Notes/Domino server. " nikkeibp.asiabiztech.com Come on aboard Jules (notice the nautical jargon in anticipation of finally getting my boat now that IBM is making serious money again). Web holds shares/options of IBM and worked on DEC equipment so you as a former Honeywell rep are welcome . Put your puts at $220 and go long on IBM . Jim K.