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

To: The Vinman who wrote (3537)	7/20/1998 10:50:00 PM
From: Don Hurst	Respond to of 8218

Glad to see you back Vinman. You were wrong last quarter. Can you keep your streak going? Regards, Don

To: The Vinman who wrote (3537)	7/21/1998 12:46:00 AM
From: saju chacko	Read Replies (1) \| Respond to of 8218

were you not short this stock a couple of months ago? did you write that in jest.. sarcasm... or are you serious... you are usually short on every stock that is moving up... why the change of mind or strategy... anyway... i feel that IBM will reach above the 160 level in about 4 months ... and if the asian economy can recover 25% of what it was within 6 months then IBM will approach 200 at the same time... furthermore if the US dollar weakens at some point during this forecast, the rate of price increase will accelerate... and supply enough momentum to surpass 200 easily.... then again, i could be wrong... so don't do anything cuz i said... do your own research.. that was just my opinion.. Saju

To: The Vinman who wrote (3537)	7/21/1998 2:19:00 AM
From: GS_Wall Street	Read Replies (2) \| Respond to of 8218

You call 2% revenue growth exploding?????? 2% = $200 What valuation model are you smoking???? "IBM conferance call sounded good. Revenues showed 0% growth vs. same quarter last year. If they can go on a tear and move to 2% rev. growth the stock could hit $200, IBM could near the growth rate of the Internet companies.....this company is exploding!!"