IBM Message Board - Msg: 4124420

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Technology Stocks : IBM

IBM 304.42

+0.1%

Nov 25 3:59 PM EST

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To: Jules B. Garfunkel who wrote (2776)	4/20/1998 1:14:00 AM
From: Perry G.	Read Replies (1) of 8218

My prediction is that IBM will disappoint downward big time....and it will have forward looking statements that predict a REAL problem I'm buying PUTS.... for the 4th Q...IBM gross revenue of 23.7 B in the mix of 10.4B from North America, 4.4B from Asia, 7.7B from Europe and 1.2 from Latin America for the 4th Q...IBM received 11.5B from Hardware sales, 5.9 from Services and 3.8 B from Software while MSFT says 1st Q is going to be gangbusters...and reports are other software companies are doing o.k...IBM is predominantly a Hardware and services co.... THE BOTTOM LINE...SALES OF HARDWARE ARE GOING TO BE A PROBLEM.... BUY PUTS AND WAITING

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