IBM Message Board - Msg: 13955634

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Technology Stocks : IBM

IBM 306.70

-0.8%

Jan 30 9:30 AM EST

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To: Arrow Hd. who wrote (6510)	6/27/2000 7:06:00 PM
From: THE WATSONYOUTH	Read Replies (3) of 8220

Re: "If you believe the second half is strong then the time to own it is now, not after its moved up." The second half will be strong only relative to the very weak 2nd half of last year. The next 4 quarters (starting with the third) will be very "easy compares". On a similar note, the first two quarters of this year look terrible relative to the strong first two quarters of 99 "hard compare" Lou will cop a plea on the first half and then show "robust" growth in the second half. The analysts will eat it up boosting the stock to $160 by year end 2000. But, when you average out year to year growth, NOTHING will change. It'll be 5% to 6% at best as it's been for much of Lou's tenure. I speculate Lou will then bail, declaring final victory and foreseeing a bright (at least two quarter near term) future for IBM. He then gets a Bush cabinet post or ambassadorship where he can further stroke his ego and remain an arrogant SOB without having to worry about such mundane things as revenue growth. all IMHO THE WATSONYOUTH

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