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

To: Jim Patterson who wrote (2054)	1/2/1998 3:22:00 PM
From: Sleeperz	Respond to of 8218

>>>All of that is nice, but if all the Disk drive makers blow up, which has happened, Can IBM weather the storm ?<<< Yes, IBM uses the HDs they manufacture internally and also sell them to other OEMs and retail. I don't know the percentages. cl

To: Jim Patterson who wrote (2054)	1/2/1998 3:29:00 PM
From: Robert Scott Diver	Read Replies (1) \| Respond to of 8218

Jim, re. "I think all of tech is a short, I just was thinking about IBM's announcement and the other HDD Co's." Most of the other HDD companies have already reported poor results. IMHO this is because IBM is eating their lunch. Technology as a sector has one of the highest long term growth rates, yet the relative strength of the sector is about 41 per IBD. Some are avoiding tech because of volatility. IBM is among the least volatile techs. It is hard to see much downside left, especially for IBM. JMHO. Scott