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

To: Arrow Hd. who wrote (6529)	7/2/2000 4:31:31 PM
From: Jules B. Garfunkel	Respond to of 8220

Arrow, Your, "Jules, as you know, there are a lot of companies who demonstrate quarterly that they are clueless with regards to making numbers and meeting Street concensus. If IDTC had a fraction of the Street smarts that IBM has we would both be immeasurably richer by now so in my mind it is hard to complain on one thread that a company which has Street smarts uses it and then on another thread that the management team sucks because they don't have it. I think we have a consistency issue here" I don't think I am complaining. Remember, I currently hold no position in IBM. I only point out my observations to this thread, so you can be aware. As for IDTC's very conservative accounting practices, and lack of stock market savvy, now we are in agreement. OT. You might want to read what I just wrote on the IDTC SI thread. siliconinvestor.com Yes, we would be a lot richer if IDTC knew how to get their story accross to analysts. Jules