IBM Message Board - Msg: 17177558

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Technology Stocks : IBM

IBM 313.81

+1.5%

Nov 11 3:59 PM EST

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To: Robert Scott Diver who wrote (7494)	3/10/2002 6:49:16 AM
From: Jacques Newey	Read Replies (1) of 8218

Robert, Don't know enough about IBM's business to speculate as to whether or not they are in a position to increase future value (other than though financial engineering). When I look at Big Blue's anemic revenue growth over the past several years, I find it hard to see how the value of the business has increased. Poor top line growth brings in to question the current price of IBM's stock in my opinion. "Earnings" for IBM are suspect given the loose accounting assumptions and activities used to generate them (as outlined in the links I provided). In short, IBM's business may be "OK", but I wouldn't touch the stock at these levels. Just my opinion. Jacques

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