IBM Message Board - Msg: 7358079

STOCKTALK

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 : IBM

IBM 308.58

+1.8%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jules B. Garfunkel who wrote (4419)	1/19/1999 11:04:00 AM
From: Arrow Hd.	Read Replies (1) of 8218

Jules, as you know from my previous forecasts I have no methodology that takes any of this into consideration but I have been within a penny every quarter for the past year or two. Fourth quarter was very good for MIPs shipped especially in the mainframe business area. The glass house is in a panic to get retooled prior to the Y2K data center freeze. The first quarter should be the best in history. All kick off events were cancelled. The mainframe soiree' in San Francisco for 2000 mainframe specialists in January was cancelled. Quotas were out the first business day of January instead of February. The only events scheduled are for customers and they are selling situations not education. IBM needs 60% of the years business in the first half not the usual 40 to 45 percent. The glass is half full and wont become half empty until the late summer. Of course, making predictions (which are nothing but guesses) prior to the events is fraught with risk beyond what a normal mortal's ego should be able to stand so please, everyone, be kind to me if I turn out to be horribly wrong. As you know, I say all of this in good humor.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next