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

To: Dick Brown who wrote (5209)	5/17/1999 1:25:00 PM
From: DavesM	Read Replies (1) \| Respond to of 8218

"The PC era is over." "This is not to say that PCs are going to die off, any more than mainframes vanished when the IBM PC debuted in 1981....the PC's reign as the driver of customer buying decisions and the primary platform for application development is over. In all those respects, it has been supplanted by the network." (letter to shareholders 1998 annual report by Louis V. Gerstner, Jr.) Do I think IBM is going to spend $150 B to acquire Dell - no.

To: Dick Brown who wrote (5209)	5/17/1999 3:24:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 8218

Why buy the DELLcow when the profitmilk is free ? Buy some LG Electronics Seemed strange when LVG went to Korea and Taiwan a while back to visit IBM's newly contracted low cost PC assembly sites . You know whuut ? here's whuut , LVG co-owns a factory with IBM in Korea . Yup ... it's known as LG IBM: " LG IBM, Kolon Data to Expand Business Partnership May 11, 1999 (SEOUL) -- LG IBM and Kolon Data Communication Co., Ltd. forged a strategic alliance to expand their partnership in production and distribution of computers and printers. Under the contract, both companies will jointly offer a new computer, called Netfinity Millennium, for the nation's small- and medium-sized companies to serve as a main information network. " nikkeibp.asiabiztech.com Unless of course the LG stands for LG Electronics , which it does , and probably the main reason DELL jumped at the IBM supply contract . LG Electronics is a low cost assembler with worldwide distribution locations , but it looks like it is limiting its marketing to Korea . Breathe easy DELL ! (at least until IBM gets enough profit out of the 6-year supply contract). Jim K.