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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: craig crawford who wrote (4769)3/11/1998 4:28:00 PM
From: Timoteo  Respond to of 18691
 
IBM- I figure in this market, it will be seen as a positive. Seriously, it is a trading play, but I have no aversion to holding IBM long term. I would not be surprised if, within the next couple years, IBM does an ATT and spins off units. Their P/S of about 1 would create some pretty interesting companies.

Best wishes,

Timoteo