SI
SI
discoversearch

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 : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elwood P. Dowd who wrote (34186)10/8/1998 1:02:00 PM
From: John Koligman  Read Replies (2) of 97611
 
El,
I follow IBM pretty closely, and it has held up both last year during the fall and so far this year. I think it's a combination of consistent performance and Gerstner's words on service growth. A pretty good performance, especially in view of no growth in hardware and software. Although most on many of these threads tend to trash IBM, the street is obviously liking what it hears. The PE doesn't hurt either.

John

ps - The company is also a good example of diversification, it's well known that their PC business is weak, but other divisions cover them. Looks to me like they should concentrate on laptops, that is where their technology can give them a better edge. I also have mentioned several times that I believe IBM's services growth (forward statements made by the CEO) should bode well for CPQ and it's services push...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News