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.
Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: JRI who wrote (70019)2/22/2001 3:40:47 PM
From: Doug  Respond to of 99985
 
IBM was in a technology transition during Y2k. Because of that UIS, BMCS and CPWR had tanked.
When IBM's new Main frame was out, the whole of the main Frame group rallied and their earnings beat expectations. Their forward forecast is decent and the group has held thru the NAZ fall.IBM's forecast helps to prove that the TECHs trouble stem from an over capacity and not by a downturn in other sectors.