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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: JLS who wrote (30087)7/19/2000 5:05:36 PM
From: manny t  Respond to of 57584
 
IBM,
I was posting new IBM deals almost every day.I mentioned that I never saw a Company do so much business.
I was right.

From CFO:

Backlog at 75 BILLION, up from 62 billion.

Balance sheet "strong and healthy"

IBM.com revenues up over 50% in second half.

Sees cash generation as STRONG in second half.

IBM has hired 1800 people to address growth in E-Business.

Revenue in Software was driven by Unix and NT.

Microelectronics news up substantially.

Manny T.



To: JLS who wrote (30087)7/19/2000 11:29:02 PM
From: Rande Is  Respond to of 57584
 
All OT> Drove South today. . .for those tracking markets based on my trips. . .<G>. . .very short drive tomorrow. . before home. . .

Had a nice time with our very own Carpedeum and his terrific family. . . . He is everything he seems to be. . . an intelligent easy going guy of excellent character and morals. . . Thanks for taking good care of my family and I as we drove through.

Also, best wishes to Steven. . .keep up the great work. .learning the markets so well at a young age. I was very impressed.

The people we have on this board are absolutely top quality . . .great individuals. . . and so nice that my wife and I have felt sad upon leaving each of you that we have met. . . We are wondering what state to live in if we decide to move out of TN. . . and each time we meet one of you, we want to be your neighbor and live in each of your towns. . . wish it were possible. . . but as we improve our communications. . .I believe we will all feel even closer. What a joy it has been meeting everyone!

Finally, I'll still be out, though home. . . but will check in as I have time. Anyone that I have not been able to reply to. . . please forgive me for getting so behind in my email replies. . . I've had very little online time this month.

Thanks,

Rande Is