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

To: Robert Scott Diver who wrote (7409)	1/10/2002 4:31:25 PM
From: Arrow Hd.	Read Replies (3) \| Respond to of 8218

Rumors today of a warning due to currency fluctuations. I doubt there will be a warning. They hedge currencies and there has not been any kind of draconian drop such as we had with the "Asian Flu" and other untimely events which would catch them napping. If currencies were a problem we would have heard something in early December. And Argentina is a rounding error. So I would expect some dirty tricks here from someone on the wrong side of a trade. Speaking of the quarter, I am guessing that earnings are solid enough to meet or beat by a penny or two. It is my impression that the services group did well. Revenues could be a challenge but in any event it will be close enough. Taxes a potential issue since it is time to balance the ledger. It is the end of the year so no more lowering the tax rate to make the numbers. But I think this is factored in too. All in all a good quarter with no major surprises. Remember, a lot of work went into the 4th quarter to make up for a lost September. Where does the stock go? Don't know that answer. Could be some more upside here but this will require a powerful CC. Need a lot of positive statements. A split is a good possibility if we get a 130+ price soon. All IMHO of course.