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To: JRI who wrote (56781)	10/16/2002 5:32:26 PM
From: Paul Shread	Respond to of 209892

17:29 ET IBM "generally comfortable" with Q4 estimates (IBM) 64.90 -3.58: -- Update -- On call, says it will begin to benefit from the enhanced revenue contribution from the PwC acquisition in Q4 and notes it is generally comfortable with the range of analyst expectations for its Q4 performance (current Multex consensus is $1.34 EPS and revenues of $22.27 bln), but adds that PwC contribution hasn't been accounted for in most analyst models... separately, says it's not ready to give specific 2003 guidance... IBM +4.99 at 69.89 Dunno. We could get an island reversal the other way, but it would take a heck of a gap. Color me confoozled.