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

To: Jim Koch who wrote (4306)	12/1/1998 10:13:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 8218

Well, I sold out at 110 +/- (after buying in the 20's, split adjusted, so I can't really complain), thinking there wasn't much left in it. I was especially concerned about what looked to me like a low growth rate in revenues. JMHO.

To: Jim Koch who wrote (4306)	12/1/1998 11:01:00 PM
From: WebDrone	Read Replies (1) \| Respond to of 8218

Jim, what is you investment time frame? I look at IBM and ask myself "where would be a better place for the money?" CSCO. Dell. Compaq. Oracle. MSFT. 3com. These are some of the for-real internet companies. IBM looks like a real solid investment, even against CSCO- which has always been too expensive for me to buy, which makes me look dumb in retrospect. Speaking of dumb (in retrospect) I bought Amazon on the IPO for $20 and sold at $55 (this is all pre-split, mind you) as the company seemed too expensive, and I would consider rebuying on a dip. Woops. How do you value IBM's patent portfolio, especially in networking communications? My problem is I do not have any ideas that I feel are better investments than IBM at this point, for this portion of my portfolio. Although I am starting to look in to the oil drilling stocks! Web