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

To: Joan Osland Graffius who wrote (7489)	3/8/2002 8:27:33 AM
From: Robert Scott Diver	Read Replies (2) \| Respond to of 8218

RE: < A person can just look at shareholder equity over the last 10 years and tell that the common stock shareholder is losing value of the investment.> Shareholders sell their shares, not shareholder equity. Over the last ten years IBM's share price has risen very substantially. While you may have specific preferences over how the EPS and share value should be increased, the market cares mostly about earnings and share price. JMHO, Scott

To: Joan Osland Graffius who wrote (7489)	3/8/2002 12:54:28 PM
From: Jacques Newey	Read Replies (1) \| Respond to of 8218

Joan, "I like to buy paper assets at a discount to it's underlying value and want this asset to have the capability to increase its value through its business instead of engineering the finances." Me too. Thanks for your eloquent post. Based on your and Mike's suggestions, I may check out Fred Hickey's newsletter. Jacques

To: Joan Osland Graffius who wrote (7489)	6/3/2003 9:34:20 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 8218

I agree re Hickey. <<financial engineering of the balance sheet through using these sales to decrease SG&A and in the end taxes certainly has contributed to making the numbers look better. It will be up to someone smarter than me to judge if this is legal or not, >> There's no gauarantee that the formal investigation won't broaden, but it's amazing they were able to get away with the way they booked the big gain on that plant sale to JDSU.