Hi, What I saw this week on this list is that most of us agrees with our view of the IBM market place "On Earth".
Needless to say , that is why I phrased the posting with "Is a Hurricane about to hit IBM" and I ended the posting with the question : "Why does the investors not see what I am seeing ?" I am aware that IBM's Consulting section is still making a few dollars for them but it only a matter of time for the American market to mature and realize, these people are "kids". I am also aware that IBM's PR/marketing section is paying for full page adverts in the Wall Street journal but it is interesting to note the targeted "potential growth sectors". Six month a 'go, I think it's 6 to 12 months, they tried to target the medical sector. At the same time "W" also suddenly announced that he feels the FEDS need to put more money into the IS departments of the Medical sector in the US. Anybody else noticed this ? This week, they decided their potential growth sectors are : Mid-range/Servers/On Demand and one big advert for IBM Consulting. Note: No mainframe... Zippo... zero. That is why I ended my initial posting with the question : "Is the FEDS keeping IBM afloat just as they do with some of the American Airlines" Footnote: This is not an attempt to "knock" IBM. It's an attempt to try and understand what the Captain of Ship is thinking. ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to [EMAIL PROTECTED] with the message: GET IBM-MAIN INFO Search the archives at http://bama.ua.edu/archives/ibm-main.html
