Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Secret Squirrels hit! -- Ignore unavailable to you. Want to Upgrade?

To: Wayne Rumball who wrote (8135)	5/22/2002 11:55:36 AM
From: ChrisJP	Respond to of 12872

PGEO -- Hi Wayne !! I was at a meeting all morning. thestreet.com Just sold my 2000 shares for 5.02. Thanks !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Chris

To: Wayne Rumball who wrote (8135)	6/23/2002 7:32:18 AM
From: ChrisJP	Read Replies (1) \| Respond to of 12872

IBM -- Well Wayne, about a year ago I was telling JamesB that IBM was absolutely gonna warn. No way their sales could not be affected by the dot-com collapse. IBM didn't warn last year. Their answer -- their services business was making up for the hardware and software sales shortfall. Looks like what may have been happening is that IBM was "booking" services sales at an accelerated rate (all very legal, just slightly misleading). So last year they were able to counter the drop in hardware and software sales with future services sales. One of my most interesting experiences with the markets from 1998 on is that I'm both right and wrong at the same time, lol. In this case -- I was right that IBM should have warned last year. But I was wrong cuz they didn't. Take care, Chris