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Technology Stocks
IBM
An SI Board Since May 1996
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8220 178 0 IBM
Emcee:  Dave Lyall Type:  Unmoderated
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6569Don, also the ISV problem is not only stall due to the new software pricing methArrow Hd.-7/8/2000
6568Don, what Watson posted regarding his conversation with the CIO is 1000% accuratArrow Hd.-7/8/2000
6567Arrow Hd., don't know if you saw this post by THE WATSONYOUTH on the Intel tDon Hurst-7/8/2000
6566IBM is a huge software company that sells a lot of mainframe software such as thArrow Hd.-7/7/2000
6565Jules, certainly there is a lot of change going on. As Chic points out, IBM is Arrow Hd.-7/7/2000
6564Is it possible that IBM sells a lot of its OWN software for its Mainframes,and tmanny t-7/7/2000
6563Charles and Arrow, I think eventually IBM's PC Div. gets sold off to Dell, iJules B. Garfunkel-7/7/2000
6562Charles and Arrow,Jules B. Garfunkel-7/7/2000
6561Re: <i>The PC Division (PSG)has been a drag and if the initiatives that wechic_hearne-7/7/2000
6560Charles, thanks for the reply. The PC Division (PSG)has been a drag and if the Arrow Hd.-7/7/2000
6559I think the opportunities are there. I'm less sure they'll be captured.Charles Tutt-7/7/2000
6558Charles, I am a bit confused about the post. Are you asking me for my opinion oArrow Hd.-7/7/2000
6557I have been doing some thinking about this supposed weakness in IBM Mainframe buArrow Hd.-7/7/2000
6556As I understand it you expect flat revenues, yet are bullish based on a belief tCharles Tutt-7/7/2000
6555SG Cowen defends IBM this morning using the same logic posted on this thread earArrow Hd.-7/7/2000
6554A minor piece of trivia, Northern Pa. in the Allegany National Forest holds 93% Arrow Hd.-7/7/2000
6553Lou cut down the cherry trees. He can not tell a lie. pressconnects.com "THE WATSONYOUTH-7/7/2000
6552IBM deal with CPQ: Compaq, IBM Form Storage Network Venture By Nicole Volpmanny t-7/6/2000
6551I depends on whether they intend to flip it in one day, IMHO.Charles Tutt-7/6/2000
6550if buying big blue is what you call "gambling", well : (i) i am a gamJoseph Pareti-7/6/2000
6549Serena Software sees NO Mainframe weakness DJ Headline news 15:51. Server,Mainfmanny t-7/6/2000
6548That sounds a lot more like gambling than investing to me. .Charles Tutt-7/6/2000
6547Re: <i>The only problem is if you wait,and IBM has an anticipatory rise prchic_hearne-7/6/2000
6546Steve Melanovitch of Merril Lynch just said on CNBC that he would wait for IBM emanny t-7/6/2000
6545IBM's latest TPC-C submission (a cluster of 32 4-way Xeon machines) makes meCharles Tutt-7/6/2000
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