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Politics : Idea Of The Day

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To: Judy who wrote (18637)	6/18/1998 2:22:00 PM
From: IQBAL LATIF	Read Replies (2) of 50167

Thanks Judy-- IBM is one stock that benefits a lot from strong economy, in my universe I have few stocks which are sensitive to low unemployment, high cpa utilisation and turning around of Europe, I have a strong feelings that Europe turnaround is not fully priced or appreciated by the market. I can put myself in the analyst shoes and feel uncomfortable with this strong $, knowing IBM the big blue has been traditionally sensitive to translation adjustments. However I see that strong $ may impact ASEA sales but in Europe during last three months I have not seen some extraordinary move in $, sterling FRF DEM all have been within acceptable ranges. The currency impact may be diluted $/Yen alone may not be enough to break the numbers. However it will be interesting to see the pattern and company pre-announcements on direction of bussiness. We as you know well try to make an educated guess only. Thanks for watching and correcting me most of the time. I will never forget. Highly apppreciated. Best Regards. Ike

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