IBM Message Board - Msg: 4447323

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Technology Stocks : IBM

IBM 304.42

+0.1%

3:59 PM EST

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To: art slott who wrote (3091)	5/13/1998 7:34:00 PM
From: The Vinman	Read Replies (2) of 8218

Art, as usual, we disagree on IBM. I just find it laughable that IBM is pushing their service business so much, why? Because the rest of their business is flat at best. Gerstner saved all of the bad news for the end of the conference call, and yesterday there was speculation of slowing orders for mainframes. IBM has topped for the year. By the way, I am short HWP which warned they will miss estimates BADLY, so money will flow tomorrow. Everyone and their brother was upgrading HWP the last couple of weeks and look at the result, look similar to IBM.... Good Luck Art Vinman

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