Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: John Koligman who wrote (124434)	5/13/1999 2:57:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Well it means Cramer owns DELL and not IBM,howz that for an explanation? Everybody has an angle see.

To: John Koligman who wrote (124434)	5/13/1999 3:31:00 PM
From: Brian Malloy	Read Replies (2) \| Respond to of 176387

I thought Gerstner's comments were kind of cute. It shows that IBM still maintains its arrogant focus. It was not so long ago that another IBM CEO had similar words for a couple of upstarts in the burgeoning PC field. In fact IBM used to have a 1/3 stake in two particular companies. Those two companies? MSFT and INTC of course. The rest is history Quite frankly, LOU's words are probably bullish for companies like AOL, AMZN, EBAY, YHOO, CMGI et. al. If the past is prologue then IBM is going to take another A__ Whoopin in the next decade. Not a sermon, Just a thought.

To: John Koligman who wrote (124434)	5/13/1999 9:06:00 PM
From: Claude	Respond to of 176387

Let me guess... Gerstner slams SUN's customers (Amazon,Yahoo) as profitless punks and mentions his customer list (Walmart) as the real winners stepping up? Haven't checked this out (who's whose(sp?) customer) but I don't see Lou dissin' his own customers. Sounds like all-out war may be breaking out between the BIG BLUE and the DOT! (I'll never understand this 'dot' campaign - didn't McNealy's mother tell him to be careful what he wished for - does he want SUN to shine brightly or be a DOT on the horizon?? <g>) So much for the IBM/SUN Java love-in. Claude (rhymes with TOAD)