IBM Message Board - Msg: 3181133

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Technology Stocks : IBM

IBM 304.38

+0.2%

Dec 24 12:59 PM EST

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To: DAN KACKLEY who wrote (2125)	1/15/1998 8:13:00 PM
From: Sabrejet	Read Replies (1) of 8219

just an opinion and a few questions one needs to answer in this market: assuming the asian crisis won't get a whole lot better anytime soon, where do investors abroad put their money? the long bond has a bit of movement yet but is quite top heavy. many believe through conversation that the return in bonds at this point would be less than equities. money in theory should find it's way here. o'k, the projected earnings growth has been lowered by many for most in the s$p but has this already been factored into this market? i believe it has. high flyers are in the eye of the beholder. i know where ibm is at and the p.e. it carries. it has always been a bit rich to say the least but the psychology in the market place accepts that p.e. is now a good time to short the market on a percentage basis? i believe no. intc @102, asnd @46 and so on... at that point no problem. it is tough to find a good issue left. techs look o'k for now. nothing dominating. pharmiceuticals are good and somewhat safe on the large cap side. ibm??? through this whole mess it's rebounded and been o'k. shorting this could be right but dead right. good chatting sz

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