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To: Glenn D. Rudolph who wrote (56637)	5/13/1999 5:36:00 PM
From: Philip Williams	Read Replies (1) \| Respond to of 164684

Glenn, the only thing I could find was an article Cramer wrote about IBM's Gerstner bashing all the other internets to make IBM look even better. I posted the full article on the aol thread. Otherwise I'm just scratching my head.

To: Glenn D. Rudolph who wrote (56637)	5/13/1999 7:47:00 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

Glenn Yhoo ran up into a lot of resistance their at 13,21 and 50 Ma's lines, 150-155 should hold. IIX is holding up good on support too.

To: Glenn D. Rudolph who wrote (56637)	5/13/1999 8:55:00 PM
From: Robert Brooks	Read Replies (1) \| Respond to of 164684

Glenn-- In addition to Gerstner's comments, some of Rivlin's remarks were said to have spooked the techs. biz.yahoo.com Regards, RB

To: Glenn D. Rudolph who wrote (56637)	5/14/1999 12:36:00 AM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

One thing that Gerstner didn't mention is that users aren't accessing the Internet because IBM is supplying technology for it. IBM is benefitting as an infrastructure supplier because demand is driven for services provided by the top of the food chain: eBay, Amazon, AOL, Yahoo, etc. I'd rather own the demand drivers.