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To: Glenn D. Rudolph who wrote (56962)	5/17/1999 12:01:00 AM
From: Bill Harmond	Respond to of 164684

>>Interesting though that Gerstner would openly state that most Internet only companies won't survive, when he must be selling them lots of equipment. >>Extremely! I bet we'd be surprised how little IBM has sold to the Amazons and Yahoo's and eBays. My guess (and it is a real guess) is they rely heavily on Oracle databases, Netscape and Apache commerce and Web servers running principally on Sun. IBM sells into the corporate establishment. The "Strategizing & Pondering 500." I have to hand it to Lou, though. He has brought alot of IBM's incredible technology into the light of day and he doesn't care who's name ends up on the final product.