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

To: puborectalis who wrote (5893)	11/5/1999 5:27:00 AM
From: Joseph Pareti	Respond to of 8220

I am not so sure, however I did buy @ $93 and change after the Q4 announcement. It is not the same level of confidence as I have for Intel though. What's the hardware division going to look like? will they keep getting the same software margins ?

To: puborectalis who wrote (5893)	11/5/1999 3:33:00 PM
From: Jon Stept	Read Replies (2) \| Respond to of 8220

Stephen- Great buying opportunity... Hi Stephen, I think it is a great long-term buying opportunity... I think. The reason I hesitate is their staid growth... 5yr- 5.42%; quarter-to-quarter is about the same. Intel has a 5 yr. growth rate at about 25%. The PE appears to be justified given their weak sales, wouldn't you say? I have heard their sales are lagging because of Y2K. It is amazing to see their PE so low... banks have a higher PE than this... Just my opinion, and happy investing! Jon :)