IBM Message Board - Msg: 21189046

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Technology Stocks : IBM

IBM 306.44

-1.9%

Nov 7 9:30 AM EST

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To: profile_14 who wrote (8037)	4/1/2005 9:15:17 AM
From: Bookdon	of 8218

I think that investors are a little confused as to what kind of company IBM now is. If it is a semiconductor company, it is valued in line with many of the others (Micron Tech, Intel, etc.). If it is a computer/server company, it is in line with the others. If it is a software company, it is in line with MSFT, and the others. Ditto if it is a "services" company. The problem is, it's hard for investors to understand the business. Maybe it is a high-tech conglomerate, and will need to establish what kind of growth (the real key to stock value) that can sustain.

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