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To: Patrick Hennessey who wrote (45255)4/21/1999 8:52:00 PM
From: Eggolas Moria  Respond to of 53903
 
There is nothing inconsistent with Gerstner's "PC era is over" statement and today's announcement.

Take a close look at the composition of IBM's earnings. Look at the contribution from enterprise solutions. Server, software, etc.

PC's are not dead. But then, he didn't say that.



To: Patrick Hennessey who wrote (45255)4/21/1999 9:29:00 PM
From: IceShark  Respond to of 53903
 
Pat, Gerstner was talking about the future, not the present and past. There is a difference you know.



To: Patrick Hennessey who wrote (45255)4/21/1999 9:42:00 PM
From: Fabeyes  Respond to of 53903
 
... a clue with what is going on within the industry or demand for that matter!....

i think part of the problem may be everyone is still saying "we are in the middle of an upswing." Truth goes two ways: 1) never were in an upswing or 2) was the shortest one in history. I don't think either answer would be wrong at this point. Time will tell.


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