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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Captain Jack who wrote (66214)	10/17/1999 10:06:00 PM
From: stan s.	Read Replies (2) \| Respond to of 90042

IBM, I'm still using the old SI but this is an excerpt from his column (Fleckenstein) on the home page of the new SI. But remember he's been calling for a tank for awhile...seems like years. Coming up... Next week we're going to get earnings from IBM and I expect they will be a disaster. We'll also get Microsoft. I'm sure everyone is expecting things to be spectacular there, although Microsoft usually does guide lower. And if nuclear winter is happening as we have documented, it's not ridiculous to assume that there will be some weakness, although the company may be able to power through that with other business lines.