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.

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

To: Arrow Hd. who wrote (7013)	12/20/2000 2:17:47 PM
From: J R KARY	Read Replies (3) \| Respond to of 8218

Did ML's Kraemer catch a cold ? When IBM sneezes you catch pneumonia BUT IBM hasn't sneezed , so Mr Kraemer should use a milder cold remedy for his CSCO sniffles to avoid hallucinations. Worth parsing his "oblique downgrade": ----- " Big Blue shares were also singing the blues, off $5.06, or 5.6 percent, to $85.06 in recent trading after analyst Thomas Kraemer slashed his intermediate-term recommendation on IBM (IBM: news, msgs) to "neutral" from "buy." "We believe that changes in the macro environment, slowing IT spending and very poor visibility may complicate hitting revenue and growth targets in Q2 and the back half of 2001," Kraemer wrote in a research note. "Our Reality Check survey indicates that spending intentions for mainframe decelerate over the next two years." www2.marketwatch.com ----- Could Mr Kraemer's major cold symptom be blurred vision ? He is speculating on 2001 Q2 and beyond - I thought we had to close CY 2000 first . Jim K.