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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Lone Star who wrote (24943)	10/6/1998 10:37:00 AM
From: akidron	Read Replies (2) \| Respond to of 70976

reasons to be cheerless on IBM.... getting killed in home pcs on price and are the high cost producer, bus pc market is also gravitating away from their model. Mainframes have to suffer from lack of liquidity in SEA and Japan, very exposed to currency risk, and support contracts, the one bright spot, are leveling off. sound like a hell scenario as far as I'm concerned. Also it's a bubble stock. I am not sure about this q though... they might BS through it... but if they do I'm going to double my position. because next will hurt that much more as a result