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

To: Robert Scott Diver who wrote (2527)	2/19/1998 4:02:00 PM
From: Jules B. Garfunkel	Read Replies (1) \| Respond to of 8218

Hi Scott, Your, " Do you believe that the items in your post are the key factors in evaluating IBM?" No, I just think that these items add to all the other negative key factors that I've posted here, over the last year, for not owning IBM. It just seems to me more prudent to own INTC than it is to continue to hope that IBM will go up at the same pace that it has over the last 10 months. I continue to buy IBM Puts with the proceeds from selling INTC Puts. Jules

To: Robert Scott Diver who wrote (2527)	2/19/1998 5:46:00 PM
From: Don Hurst	Respond to of 8218

Jules, I am chagrined. Not only did I forget to add to my previous message to you but I also neglected to publish it. Darn it... It was a good one too. I know I said something about the Dell's 240 plus million revenue from SE Asia and IBM getting 12+ Billion from same part of the world, meaning that Dell isn't a threat to IBM over there; Unless IBM forgets it's mosquito repellent. Also, today's stock action was due more to options expiration then Dell. Also, think I suggested that it was time to revise your Intel puts strategy and buy them now that Intel is at 90+. Regards, Don PS Now I see I have sent this to Robert not Jules as intended. Time to hang it up for the day or....month.