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To: LLCF who wrote (165422)	5/13/2002 11:00:25 AM
From: David Semoreson	Read Replies (2) \| Respond to of 436258

9:15AM IBM named Action Idea of the Week at SG Cowen (IBM) 79.68: SG Cowen names IBM their Action Idea of the Week based on the belief that 2002-03 EPS will top consensus; pickup in services contract signings during Q4-Q1 may presage a resumption of double-digit rev growth in Services beginning in Q4, and OEM biz should see earnings swing as customers' inventories of IBM's chips are now in balance and the HDD loss is being eradicated. At 15x 2003 est and a 22% discount to the S&P 500, shares look "conspicuously undervalued". Price target is $112.

To: LLCF who wrote (165422)	5/13/2002 11:04:55 AM
From: Lucretius	Read Replies (3) \| Respond to of 436258

this thread sure is quiet today... good sign. friday's chest pounding assured a bounce today -s-