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To: Mary Cluney who wrote (90775)10/22/1999 5:17:00 AM
From: Amy J  Respond to of 186894
 
RE: "That was a real well thought out analysis of the IBM earnings announcement. Thanks again for sharing those thoughts with us. Your analysis is much better and more useful (for me) than the stuff from the professionals covering the field."

Thank you Mary for your very kind words.

RE: "Having said that, I am now going to share my emotion ladened opinions."

I like your preface here. I might borrow it once in awhile.

RE: "is now spinning like crazy to lower the bar for the next quarter. Book mark this comment now. IBM will beat earnings estimates next quarter."

Interesting, could be. I hope not. My bet is on MS and Intel.

RE: "But, this will not take place until Intel loses five or six dollars in early trading after they report earnings."

This paragraph was interesting for me to read. I am not as knowledgeable on Intel's behavior around the quarters, since I'm long.

Thanks for your comments/post. I enjoy them.

Amy J