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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Lucretius who started this subject7/12/2002 9:21:35 AM
From: stan_hughes  Read Replies (1) of 436258
 
Bear Sterns pushing IBM today, they must have some inventory to move. Pretty fuzzy logic they have though, who writes this stuff anyway? -

08:27 ET Bears Stearns on stocks that could work without an upturn : Andy Neff at Bear Stearns says that investors should focus on computer hardware stocks that do not need an economic upturn to work, as guidance for Q3/2H02 is likely to be cautious; names DELL (continues to move into new mkts with its advantaged model), BRCD (benefiting from corporate interest in SANs as a means to reduce costs), IBM (new CEO making the right moves to position co for upturn), and ADPT (play on emerging iSCSI technology, despite weak near-term biz).
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