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

To: J R KARY who wrote (4021)	10/21/1998 5:38:00 PM
From: yard_man	Read Replies (1) \| Respond to of 8218

>>There is a sorry past where a previous CFO (Thoman) put the stock into a 12 month tailspin by not explaining IBM's outlook properly << Was that when they cut the dividend?

To: J R KARY who wrote (4021)	10/22/1998 11:52:00 AM
From: Arrow Hd.	Respond to of 8218

JR, I obviously have no idea what Gerstner will say but what was left out of the conference call and all the news releases that needs to be covered now? Gerstner is not a publicity hound. He refuses nine of ten requests for public appearances and interviews, maybe more. After the market a few days after the stock settles down at these new high levels? IBM cautioned about the outlook yet analysts raised estimates for the upcoming quarter and share price objectives. Y2K never came up. 1999 is going to see a huge bubble-up in the first half and then a potentially radical drop as data centers freeze for Y2K stabilization. The recently enacted legislation laid the frame work for these discussions. All the positive spin IBM ever wanted from the 3Q earnings came true. Why the need to go on CNBC after the close now? Anyone else have any thoughts on this?