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To: NOW who wrote (54872)	1/5/2001 5:44:20 PM
From: pater tenebrarum	Respond to of 436258

GS analyst cut earnings estimates on IBM today, that will make it easier for them to deliver an upside surprise. i'm not sure when they report, but i think soon. i also think their biz is going to hell in a handbasket, and their overleveraged balance sheet is going to bite them badly going forward. btw, with their huge buyback program, it is quite possible that they themselves are propping up the stock.