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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: David Harker who wrote (5333)	6/28/1999 12:48:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 8218

david, the business can change all it wants. if it doesn't grow eps at a faster rate - a rate faster than last year's expectations, then it is the same business in the sense of a company that generates eps. i don't care where or how a company makes money. it doesn't matter. what matters is the eps growth and the ability to sustain and grow eps growth. in that sense - the investment sense - ibm is the same. i'm not saying that they are still filling out the same forms or they aren't sending their dd ops to mexico. i'm saying eps growth is about the same as when this company was $40 a share. sure, ibm is changing. their eps growth isn't - at least not much... why buy at $120 when one could buy at $40?