IBM Message Board - Msg: 13012596

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : IBM

IBM 306.44

-1.9%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: David W. Taylor who wrote (6214)	3/1/2000 10:55:00 AM
From: George W Daly, Jr.	Read Replies (2) of 8218

David, using that rationale I should short MSFT - market cap 485 billion INTC - market cap 380 billion probably before IBM - market cap 180 billion. In which case I would also probably check myself into the insane asylum, shorting tech leaders is just not the way to go. I understand your concern about valuations, most of us share those same concerns. I've even taken some tech profits lately to buy some oils and financials (and have promptly lost money doing so but have a bit more peace of mind). But with IBMs strength in services, consulting, and chip technology I don't believe its overvalued. If the market drives this down into the 90s again I'm going to load up the 401K... GW

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next