IBM Message Board - Msg: 16186648

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Technology Stocks : IBM

IBM 293.41

+1.2%

10:04 AM EST

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To: Wayners who wrote (7259)	8/8/2001 9:14:32 PM
From: Arrow Hd.	Read Replies (2) of 8220

Hi Wayne, and welcome to the board. I think it will always be worth more than book but I believe 3Q will bring a reduced performance YOY for earnings and the revenue number will be challenged too. We are seeing this in the reduced estimates from analysts who glean every piece of info they can get from IR. Where the share price goes is unknown. I think it hangs around this area but it could go into the 90s if the market tanks. And if there is a rally look for the low teens. If you are an institution and need to own some technology your safe haven is IBM because over the nest year it is going to weather this storm. Short term, the third quarter is a challenge. All IMHO of course, always interested in other opinions.

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