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

To: Arrow Hd. who wrote (7611)	4/11/2002 6:25:55 PM
From: Jules B. Garfunkel	Read Replies (1) \| Respond to of 8218

Hi Arrow, I was glad to see the SEC drop the IBM investigation. I believe, if IBM's price goes down much further, it had the potential to bring the rest of the DOW back to September lows with them. Unlike two years ago, I am no longer short IBM. Although, I still believe IBM will have problems growing revenues ahead. OT I am now loaded, no overloaded, with IDT and NTOP. I have put a very large part of my portfolio into Voice over IP stocks. I firmly believe that it is just a matter of time before they take off. Are you still in NTOP or IDT? Good to hear from you again. Jules