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

To: Jules B. Garfunkel who wrote (2945)	4/24/1998 3:08:00 PM
From: Don Hurst	Read Replies (1) \| Respond to of 8218

Jules, lets see if I got this right. IBM buys back shares to "distort earnings" and INTC and MSFT buy back shares for what reason again; because they are good uses of funds? Clearly you must have been a Honeywell rep. Also, the real point of my message to you was that buying of shares and changing tax rates per your statement make it farcical to estimate IBM's earnings but somehow make it easy to estimate INTC and MSFT earnings. Do you think you could get back your Honeywell rep job? Your views relative to IBM should really allow you to easily make your quota. Oh, my mistake; Honeywell is no longer in the business. IBM doesn't seem to have suffered so much from my years as an IBM Rep. Regards, Don

To: Jules B. Garfunkel who wrote (2945)	4/25/1998 10:07:00 PM
From: art slott	Respond to of 8218

Jules, Msft doesn't even want to buy their own stock. Why should anyone else? Since when did rev.growth rate make any difference in a stock buyback program. Ibm rev in N America has been growing in the high single digits. Currency factors have greatly affected overseas growth rate. But the reality is they are buying more IBM products. In other words IBM is making products companies want. Art

To: Jules B. Garfunkel who wrote (2945)	4/26/1998 8:18:00 AM
From: Earthdog	Read Replies (3) \| Respond to of 8218

Jules, I'm appalled at your comments on IBM's growth. You have no idea what's going on here at IBM. I presently work at IBM and all I see is growth. New equipment coming in, new buildings, new employees. All the people I've talked to here who have been here at IBM for 20+ years all tell me the same thing, they have NEVER seen the kind of growth they are seeing at this time. Lou Gerstner not only has been very instrumental in IBM's turnaround but also has given IBM a vision for the future that IBM has been lacking for years. Better yet, he is demonstrating that those visions are not only castles in the air but are real and he is putting them on the ground. The least you can do, so others won't be misled by your twisted interpretation of data, is to at least tell everyone that what you believe is merely AN OPINION. Allan