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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (27423)	7/7/1999 3:31:00 PM
From: Logain Ablar	Respond to of 50167

AS: I like the company its just the cloudy short term picture. To many uncertainities at the momment. My perspective I didn't like the risk (breaking support of $12 if the quarters revenue target is missed due to pricing change) vs. hitting $20 (even $24) with a new CEO. I now (now in that I owned when the sh** hit the fan in January when this was recognized by analysts) don't see I2O as a major line item until next year. On the buy back I don't know enough. [Two years ago quite a few analysts were ranting and raving about IBM's buy back and how all it did was prop up the stock and eps. Financially it was a great move for IBM (a 200% return vs. investing in their business lines) and now all the analyst have jumped on board (never a good sign <g>).] My only impresion with WIND is they must need the cash. Could be wrong. No clue at this point. I'll just wait till after the quarter. Tim