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

To: Arrow Hd. who wrote (5606)	10/7/1999 4:57:00 PM
From: I. N. Vester	Respond to of 8218

AH: excellent comments on the ibm sw business. I agree that it looks like ibm might only see a small glitch if any due to y2k. I think the market fails to really grasp the points you made. Maybe they do since the pure s/w firms were hit really hard and we only fell a bit under the support we had in low 120's. Speaking of ibm s/w, for the first time today i saw a 4-5 full pg spread in the san jose mercury of some pretty cool ads for ibm s/w. Could be that we're finally getting marketing savvy for s/w after all these years. This campaign does not look like the sort of thing you'd pour big $$ into when your sales are hitting an air pocket! As usual my timing was poor. I had taken a bit of profit in my 401k and moved back into the stock at 125 after we held there. Hard not to believe we've gotten oversold at this point. I'd be nice if i'd waited another week or 2 before getting the itchy trigger finger to jump back in! I'm hoping we can hit new highs after the numbers are good and the y2k scared money rushes back in. just my wishes - i don't have any insight into what the actual numbers will be. Just my gut feeling that the mkt is in over-react mode fairly bigtime now.