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

To: Arrow Hd. who wrote (4235)	11/11/1998 4:23:00 PM
From: Robert Scott Diver	Respond to of 8218

Arrow Hd., I hear what you are saying and you raise some interesting points. We certainly need to keep a close eye on developments, especially after the beginning of next year. While Y2K can cause some caution from IT shops next year, it can result in increased sales to replace non-compliant equipment. It can also result in additional sales to those needing test, debug and backup equipment to deal with Y2K. An interesting point to ponder is IBM's traditional high sales in 4Q. Many will tell you that IT shops pull in their horns toward year end to ensure nothing will go wrong during 4Q sales and year end processing. On the other hand, there are many reasons businesses might want to spend their budgets or incur expenses prior to year end. If we knew for sure which way it was going to go, we could make some big bucks. Not losing big bucks is also important. Good luck. We'll need it. Scott