Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (56704)	10/17/2000 4:39:36 PM
From: The Phoenix	of 63513

IBM report looks respectable. Miss in revenues solely due to exchange rate on Euro.... other than that earnings were in line and revenues (when accounting for the exchange rate) were in-line. Demand for semis outstripping ability of IBM to supply. I don't see this as a report that willl detract from the market tomorrow and in fact if the cc goes as expected (demand for semis is stong) this should produce upside...

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