IBM Message Board - Msg: 20663720

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Technology Stocks : IBM

IBM 306.44

-1.9%

Nov 7 9:30 AM EST

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To: hdl who wrote (8014)	10/20/2004 12:53:02 AM
From: Elroy	of 8218

IBM is boring. VCLK is an internet advertising pure play trading at 25x if you deduct the $2.80 net cash, expecting revenues to grow by 40% in 2005 and is an attractive acquisition candidate for YHOO and GOOG. OVTI makes image sensors for camera phones and digital cameras, grew revenues > 100% last year, is immensely profitable, is on the verge of a new product cycle, trades at a shocking low 12x (!!) if you deduct their $4 net cash, and is a gorgeous acquisition candidate for TXN or INTC. Why would you invest in IBM rather than these two gems?

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