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Technology Stocks : IBM
IBM 309.25-0.5%3:59 PM EST
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To: j g cordes who wrote (3202)6/5/1998 6:01:00 PM
From: Toby   of 8218
 
I think that IBM is inflicting a lot of the pain under which the storage sector is suffering. IBM has taken a large bite out of market share, and added a lot of high end capacity.

IBM is flying high on management's own prediction of double digit revenue growth. If you invest, you can choose to believe management and their track record, or you can follow the market.

Until proven otherwise, I've found it a very good strategy to listen to this management and hold my stock.
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