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Technology Stocks : IBM
IBM 303.15-0.4%10:57 AM EST

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To: The Vinman who wrote (3098)5/13/1998 9:39:00 PM
From: Don Hurst  Read Replies (1) of 8218
 
Vinman, even with a bad CPI tomorrow the Fed is not going to raise rates this meeting IMHO, Asia et al. Also, you may have heard the IBM buying ADP rumor today. Certainly would enhance ADP stock but don't you think investor community would increase IBM also. IS world has gotten very, very complex since IBM and mainframes no longer single choice and services side will grow and IBM will profit.

Also, only my mother, sisters and brother call me Donny. You aren't one of them, are you?

Regards,

Don

PS. Your note to Jim Cordes yesterday did say you were short IBM. Probably you have such a large, complex portfolio that keeping track is difficult. Maybe you should contact IBM about a service contract.
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