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

To: Marty who wrote (5164)	5/13/1999 11:57:00 AM
From: Arrow Hd.	Read Replies (1) \| Respond to of 8220

If it gets to 300 my guess is August 4th. There were problems in the second quarter last year so the YOY numbers this quarter could be an upside surprise just like we had in the first quarter. Only speculation based upon announcements in the past month.

To: Marty who wrote (5164)	5/13/1999 1:03:00 PM
From: art slott	Read Replies (4) \| Respond to of 8220

4 times all the others, combined!!! Go IBM, Go Iatv

To: Marty who wrote (5164)	6/17/1999 1:59:00 PM
From: Marty	Read Replies (2) \| Respond to of 8220

There is a great article in this week's issue of BusinessWeek on IBM, page 130. He goes into some of the reasons for super growth in the services arena. The dynamics of the "Winner Take All" phenomena is just hinted at but the IBM shareholders are the beneficiaries. There was a book on the phenomena a couple of years ago, but I can't lay my hands on my copy. There are some fundamental reasons precisely why it is that the strong get stronger. It is the same reason that movie stars and top athletes command the rewards they get. When presented with high stakes and big risks, the best strategy for the risk-taker is to go with the leader in the field, the biggest, the most established, most experienced, with the most resources, and the one who has done this before successfully. Customer after customer and prospect after prospect goes through this process. There is no other sane option. IBM has the best list of huge, established customers, bar none. When businesses are presented with a "must get into this in a big way" requirement, as they are everyday with ecommerce, IBM will get even bigger and stronger. It's 120 now and it will double again within the year.