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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?


To: keithcray who wrote (5334)7/12/2001 12:44:00 PM
From: keithcray  Read Replies (1) | Respond to of 208838
 
12:34 ET IBM (IBM) 106.38 +2.53: Hearing from sources at UBS Warburg that analyst Don Young is cautious on IBM in the near-term; while believing that IBM can make Jun qtr and full year numbers, thinks Sep qtr will be softer than expected; cites low server visibility, declining microelectronics revenue, no recovery in HDD or PCs, and further erosion of international demand.