SI
SI
discoversearch

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 -- Ignore unavailable to you. Want to Upgrade?


To: jjrocket who wrote (5715)10/21/1999 9:55:00 AM
From: jjrocket  Read Replies (1) | Respond to of 8218
 
FWIW - Dan Niles (BRS) is nailing IBM again on CNBC...
He sure called it before...
paraphrasing:
"No reason to own it now..."
"also lost in shuffle nailing IBM PC growth - flat for fourth quarter"

Also warned about:
INTC
DELL
CMPQ
BMC "already blown up"
Sunguard
EDS
SAP "already blown up"

JMO
Atlanta



To: jjrocket who wrote (5715)10/21/1999 6:24:00 PM
From: Jimbo  Respond to of 8218
 
It appears the stock will be down through 4th and possible 1st quarters of 99/2000. Is anyone buying the April 2000 leaps expecting a huge rebound of purchases of IBM hardware by then ?