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Strategies & Market Trends : Sharck Soup

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To: pressboxjr who wrote (25724)	6/1/2001 12:36:19 PM
From: American Spirit	of 37746

IBM - I'm not in the board room but I have read their recent reports which are very positive. Also talked to an IBM exec a year ago who said they have more global service contracts than they can handle. He wasn't privvy to acquisition deals but suggested they'd be buying up smaller companies going forward to help with their work load, like they did with IFMX recently. I definitely wouldn't bet against IBM. Don't own it though but bottom-picked "mini IBM" UIS instead which has already given positive guidance for the second half. UIS has held the 11.50 - 12.50 for quite awhile now after being taken down 40% several months ago. Nothing but good news since but the stock has just sat there.

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