Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Larry Dambra who wrote (6048)	12/10/1999 12:42:00 PM
From: Arrow Hd.	Respond to of 8220

Larry, a couple of comments. The culture was changed so radically and there are so few people left from it that it is impossible for it to resurface. Regarding IP, IBM already gets about a billion a year from IP deals and this will continue to be a focus and will grow. As far as the CFO restating was what was said in October, though it is probably overkill, David's explanation is accurate in the sense that they will be very conservative with regards to level of expectation and guidance. That said, IMHO, they will meet or exceed the consensus number in January. There have been indications of a slight uptick in December as was mentioned in another recent post and I think the stock will recover by year end into the mid teens. I have no idea what will happen in January from a stock price standpoint. By February we will have a good picture of where we are going in 2000. All IMHO of course.