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

To: Brian Malloy who wrote (124469)	5/13/1999 4:07:00 PM
From: David Harker	Read Replies (1) \| Respond to of 176387

OT - IBM You guys misunderstand. IBM is saying (I believe) that 25% of their sales is "related to e-business" via services (helping other companies set up thier own "e-business") and hardware/software sold to those same other companies, when that HW/SW is to be used as the back-end of that "e-business". Lou is saying "we provide lots of plumbing and help" related to e-business being done by IBM's customers. I don't think they are claiming to gain 25% of their revenues thru selling stuff over IBM's own internet sites. I work at IBM as a software engineer so know a bit about IBM's goals, etc - but of course I can't speak for Big Lou... :-) BTW, just bought more dell, 5th time in last 4 months, adding to my LT holdings from early '98...

To: Brian Malloy who wrote (124469)	5/13/1999 4:10:00 PM
From: John Koligman	Respond to of 176387

Brian - I think the key part of IBM's internet business so far has been services - I'm guessing it comprises the larger part of the 25% figure that Gerstner threw out. Top line growth at IBM over the past few years has been anemic in the hardware arena, and decent in services. Now Gerstner has said it will accelerate in both areas. So we have to see if they deliver. They don't necessarily need to be an innovator in the internet space, they need to deliver the technology on a massive scale to corporate America, which they appear to be doing. Do you see Microsoft as an innovator compared to other leading edge software firms? How are they doing? Also, IBM has long been an innovator on the hardware side of things, and it appears they will continue to capitalize on that by building hardware and also selling parts via contracts with Dell, EMC, and others to come.