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To: bambs who wrote (40135)9/26/2000 5:40:19 PM
From: Hobie1Kenobe  Read Replies (1) | Respond to of 77400
 
bambs - IBM will find a way to financially massage the EPS (share buybacks, etc.) I think IBM does about 60% of its business overseas and repatriates the rev to $, so they are surely at currency risk. If they warn it will be blamed on currency, no matter what the fundamentals portend. They're pretty good at the shell game, though, and I think Gerstner is loathe to warn (ego thing) BWDIK?
JF3


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