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Technology Stocks : IBM
IBM 289.94-2.5%Nov 18 3:59 PM EST

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To: J R KARY who wrote (1936)12/2/1997 4:55:00 PM
From: Don Hurst  Read Replies (3) of 8218
 
Jim, don't know about Lou re-uping early. Probably recognized a good thing.
Re Sam Palmisano; I met him once when he was a young asst regional
mgr in Baltimore. I was very impressed and clearly knew he was a flyer. My gut feel is that he would be a loss if he left. There were
rumors that he would go to head up Apple but maybe IBM stock options compensate for any monetary rewards he would get at Apple.
Can't believe that he would go there for any other reason.

Heard nothing about Jim C since he bounced out of Perot Systems.

Also, when will WSJ do a "Heard on the Street" column about IBM earnings and the Far East turmoil? We get something like 20% rev out of that area and I got to believe there is some negative impact on them. Yr thoughts.......

Regards,

Don
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