IBM Message Board - Msg: 3763281

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : IBM

IBM 288.49

-0.5%

Nov 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: J R KARY who wrote (2660)	3/19/1998 8:43:00 AM
From: Chris	Read Replies (1) of 8218

From Briefing.com: Computer Systems & Peripherals Brief: IBM has been noticeably absent from the market's rally to new high ground, as the stock has spent the past few months hovering in the 100 area... The reasons are simple... Unlike Dell, IBM can't seem to grow its hardware business by more than a few percentage points... This is particularly troublesome given that hardware margins exceed those on the service side... Adding to the problem is that hardware margins are likely to erode due to an increasingly competitive marketplace... Avoid the temptation to jump on big blue simply because it has lagged the market - it deserves to... CEMs got creamed in response to Jabil's cautionary comments regarding the second half of the year, with JBIL shedding nearly 5 points and SCI Systems more than 3.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next