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

To: Felix Appolonia who wrote (5996)	11/25/1999 11:26:00 AM
From: Don Hurst	Respond to of 8218

Well it is time to load up on IBM. Jules is back seeking some kind of blessing for his great knowledge of IBM accounting practices. He continues to be the best of contrary indicators for IBM stock values. In the CNBC reports yesterday they poked all kinds of holes in the WSJ article and mentioned that the quoted authority in the article would not appear on camera. Too bad; I thought we would finally get a good look at Jules. Regards and Happy Thanksgiving, Don

To: Felix Appolonia who wrote (5996)	11/26/1999 8:53:00 PM
From: Arrow Hd.	Read Replies (1) \| Respond to of 8218

To add to Felix's post, Helmig from Sound View has the unique position of being not only an industry analyst with an outside view but he was a highly respected IBM Group Director with financial responsibility for the business areas involving the enterprise market. This included hardware, software, services, and other businesses from both a revenue/profit and accounting standpoint so he is not someone who is going to get fooled on this. Someone might question his loyalty, credibility, agenda, etc. but since he has shown a willingness to be critical in the past I am not one of those people.