Clown-Free Zone... sorry, no clowns allowed Message Board

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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Cynic 2005 who wrote (44712)	12/6/2000 6:36:20 PM
From: pater tenebrarum	Read Replies (4) of 436258

where is Earlie's analysis? i haven't seen it... let me comment on the points you're making: 85 c. on the dollar for their debt IS terrible...for a company of IBM's pedigree. it is almost hard to believe in fact. regarding cash conservation, if they ARE into cash conservation, that's a sure sign of trouble...as we all know the one item that really expanded most quickly on their balance sheet in recent years is their debt - used mostly to buy back stock and thereby artificially inflate per share numbers while their business has barely grown. regarding the pricing strategy w.r.t. mainframes, i can confirm that...know from the resellers in Austria that some buying was spurred by the announcement, but that order back-log has dried up completely for the period after the price hike. and yes, they like to drop their bombs when they announce earnings, and not before. but i can't help thinking that rumors will soon proliferate, and that might force their hand. lastly, the chart looks terrible.

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