IBM Message Board - Msg: 11479354

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Technology Stocks : IBM

IBM 303.24

+0.5%

2:07 PM EST

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To: I. N. Vester who wrote (5603)	10/7/1999 5:14:00 PM
From: Kevin Ose	Read Replies (3) of 8218

"IBM Stock Dips Amid Warnings From Related Companies" (Yahoo! News, 10/7/99 @ 4:28pm) "........" "Sparking the latest decline in IBM stock was a report by Daniel Niles of brokerage BancBoston Robertson Stephens that cited recent shortfalls at several small companies with distribution deals and other ties with IBM. Some of those companies blamed Year 2000 corporate spending slowdowns -- a trend that could affect IBM, too -- for their weaker-than-expected results." "But at least one influential IBM watcher, Gary Helmig of SoundView Technology Group, disagreed with Niles' analysis, saying the companies cited by him were marginal indicators of small slivers of IBM's overall business. Many of them had internal problems unrelated to IBM, he added." .....Good article. Net seems to say that the companies involved with IBM being looked at and their problems don't amount to didley in forecasting IBM's 3Q - 4Q99 + results. A lot of ruckus being raised by those influential folks wanting to get in on the upcoming parade ?? Perhaps a strong harbinger of extremely positive earnings to come out in 2 weeks ?? 125+ by 10/15, and generating more momentum up to earnings announcement !!! Holding long !!! KO

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