SI
SI
discoversearch

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 : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Hobie1Kenobe who wrote (161998)10/11/2000 12:10:49 AM
From: John Koligman  Respond to of 176387
 
JF3 - I don't know about holding up, IBM kind of hit the wall around 1 1/2 years ago as I recall, it was around 140 and has been meandering since. It's still apparently in good graces with the street because the company has not been a growth story for years, but the stock has been a 10 bagger off it's 1993 lows. IBM never had the huge run during the tech blowoff late last year/early this year, and subsequently never really had a large drop. As long as the street buys the financial engineering story and the company is viewed as a fairly safe tech play they will probably hold up fairly well. IBM is also becoming less and less of a hardware play and more and more of a services and parts supply play. That is where their growth has been okay.

Regards,
John



To: Hobie1Kenobe who wrote (161998)10/11/2000 8:41:02 AM
From: edamo  Respond to of 176387
 
jf3..."ibm holding up"

perhaps because it is less of a "boxmaker" then dell?

remember gerstner declared the death of the pc....