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

To: Robert Scott Diver who wrote (5148)	5/7/1999 7:40:00 PM
From: Jim Koch	Respond to of 8218

OK, you guys have me so upbeat that I am off to go buy my good IBM friends a brewski and share a cigar with them! At this stock price, perhaps I can afford to buy more than a Swisher Sweet (VVVVBG)!

To: Robert Scott Diver who wrote (5148)	5/11/1999 6:05:00 PM
From: Arrow Hd.	Read Replies (2) \| Respond to of 8218

RSD, G6 has had rave reviews. All the analysts love it and it is getting good press. Perfectly brackets Hitachi Skyline by shipping now and sucking up all the mainframe demand ahead of the Y2K data center freeze while Hitachi cant deliver their new system until late third quarter or early fourth quarter and will hit smack into the "no data processing today, thanks" response as mainframe users tweak their systems during the fourth quarter. Those with current CMOS (G3, G4, G5, and now G6) can all vertically upgrade by adding engines with microcode either non-disruptively or with a minimum of a code load and re-IML. Then in 2000, when the scare is over and it is time to upgrade or replace systems as ERP gets front page attention again, IBM is there with G6 and the excitement will build for G7 and more really exciting technology advancements pushing Hitachi to the rear again. And where is Amdahl? Lou will be telling all the analysts about his great vision and where IBM is going strategically and tactically tomorrow. He will be giving them a peak at the future where IBM architectures control the server future with E@business leading the way. Time to push further towards 240.