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

To: Jules B. Garfunkel who wrote (4261)	11/17/1998 8:05:00 PM
From: George W Daly, Jr.	Respond to of 8218

Jules, As ArrowHd as eloquently pointed out, 1999 is going to be a strange year for comparisons due to Y2K, and then 2000 will of course be strange comparing back to 1999. I would imagine Y2K effects would dwarf your tax rate/share buyback concerns (didn't 3Q share buybacks only add a few cents to last quarters earnings anyways?) I'm trying to look past that and say I can see an excellent case for growth out to 2002. As a long term investor thats all I need to know. Trying to figure out the near term gives me a headache <G> Good Luck with your investing.. GW

To: Jules B. Garfunkel who wrote (4261)	11/18/1998 6:47:00 AM
From: Robert Scott Diver	Read Replies (1) \| Respond to of 8218

Jules, IBM will continue to benefit from being the major supplier of big time computing power. Per Motley Fool Article "This is why the free email website Hotmail is still running under Unix servers over a year after Microsoft purchased the company, because (despite repeated efforts) Hotmail has been unable to get NT servers to handle the load." 207.82.250.251 IMHO JAVA and Microsoft's legal setback in its battle with SUNW is also playing into IBM's hands. Scott