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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: chic_hearne who wrote (23116)	9/29/2000 2:29:48 PM
From: Earlie	Respond to of 436258

Chic: I'm always too "early" (g) You are welcome to poke holes in any of our assertions, but we think they are fairly accurate. I do know that our IBM d-o-o-t-m puts acquired in late August have tripled so far. I am in total agreement with your assessment of management, although I would have added the word "criminal" in there somewhere. In the end, I think Gerstner gets into a heap of trouble over IBM's accounting before this is all at an end. Best, Earlie

To: chic_hearne who wrote (23116)	9/29/2000 3:52:48 PM
From: XBrit	Read Replies (3) \| Respond to of 436258

chic, It has been so for 20 years. Remember that Gerstner was about the 10th choice for the CEO job. Nobody else would take it, the company was so badly screwed up. Lou has done exactly what everybody who knew him expected. He came from Arthur Anderson originally before he ran that cigarette company. He's purely a generic b-school financial technician. But hey, the company still owns some valuable real estate. And "Vermont Microelectronics" would be a lucrative spinoff. There are quite a few tricks left. (yep I was once a beemer)