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To: L. Adam Latham who wrote (163680)4/8/2002 10:20:33 AM
From: John F. Dowd  Read Replies (1) | Respond to of 186894
 
LAL: You are right in fact the incoming CEO has no doubt said this. Lets get back to honest GAAP with no tricks so I can have a proper entry point as far as my stewardship is concerned. On the other companies like MSFT and INTC who use no tricks and who are cash heavy with no debt and great R&D are tarred with same brush as IBM is. This market is pathetic any news other than happyy happy is met with throw everything out and go to cash. It is rather self fulfilling as the once cool heads of institutions are now governed by identical portfolio momentum models. JFD



To: L. Adam Latham who wrote (163680)4/8/2002 10:36:20 AM
From: The Duke of URL©  Respond to of 186894
 
Well, let's see. The first month Lou became president of IBM he wrote of a then unheard of 8 Billion in order that he would be guaranteed a couple of profitable years, then he hocked a lot of IBM at 8% interest rates to buy stock back to increase EPS faster than real earnings growth.....

This trend to utilize accounting did not abate until Enron exploded.

Of course, part of the "pressure" on IBM earnings IS Intel.


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