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There have been a few changes since the last time I posted this list, mostly to add links to articles and documents describing the new technologies:

Long-Term IBM Potential

I think that IBM has tremendous growth potential over the next decade. For example, here are just some of the long-term contracts IBM has signed up since December '98 (updated since the last posting, with new listings/hyperlinks), in order of decreasing contract value:

(Company name - contract commitment, type of product or service [contract duration])
Dell - $16B in component sales; $6B in outsourcing [multi-year]
Acer - $8B, components [7 years]
EMC - $3B, components [5 years]
Cisco - $2B, components [7 years]
Galeries Lafayette - $1.2B, outsourcing [15 years]
Nissan - $1.0B, outsourcing [9.5 years]
Nintendo - $1.0B, components (for Jupiter) [multi-year]
Portugal Telecom - $1.0B, outsourcing [10 years] **New addition**
Bank One - $558M, outsourcing [7 year]
Allied Signal - $550M, outsourcing, hardware, software [7 years]
Mazda - $480M, outsourcing [10 years]
Mitsui Marine Insurance - $235M, outsourcing [10 years]
Telephonica Italia - $200M, outsourcing [multi-year]
Sega - (I don't recall how much), components and manufacturing (for Dreamcast) [multi-year]
Apple - (undisclosed), manufacturing (copper-based PowerPC G4 chip) [multi-year]
Cazenove (UK) - (undisclosed), outsourcing [10 years]

(I believe that EDS and AT&T both signed large outsourcing deals, but I don't recall the details. And I think there was another foreign telephone company. There are probably others I have forgotten as well.)

According to an article discussing recent outsourcing deals (, there is presently a backlog of $58B in IBM long-term outsourcing contracts just waiting to be completed. So it looks like IBM Global Services will be sitting pretty for the next decade. The long-term component deals kick in another $35B-$40B.

And this doesn't count billions to be made in patent licensing for advanced technologies, including:
- Copper chip, optical lithography, and other advanced manufacturing technologies ( **New link**

- Silicon-on-Insulator technology ( **New link**

- Flexible transistors (
and other high-performance/power-reducing/ergonomic technologies that no one else has, but will need in order to compete in the next century.

Or how about hard drives? IBM has the biggest/smallest/densest hard drives on the market:
- The first 73GB(!) 3.5" drive (
- The revolutionary 340MB microdrive (the size of a quarter dollar) that can be used in digital cameras, wristwatches, and other small devices (
- The third world record in the last year for drive storage density (

Did you know that 40% of all new laptop hard drives are IBM drives, or that IBM ships more state of the art Giant Magneto-Resistive read/write heads for hard drives ( than anyone?

Or that IBM has demonstrated a prototype wearable computer (, about the size of a portable CD player, with a headset (about the size of a pair of glasses with one lens) for video output, with voice recognition. See for pictures. **New addition**

I hope you find this useful. I'll try to update this list periodically.

Take care. Mark.
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