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

To: Charles Tutt who wrote (4403)	1/14/1999 10:18:00 PM
From: Rick	Respond to of 8218

Any opinions on the PSFT acquisition rumor ? - how critical is IBM - SAP relationship ? - how desirable is PSFT ? - how likely is a cash or cash stock deal that would probably have to be $6 + billion ? Any thoughts ? Rick.

To: Charles Tutt who wrote (4403)	1/15/1999 9:02:00 AM
From: Robert Scott Diver	Read Replies (1) \| Respond to of 8218

Charles, IBM has grown revenues each year since at least 1993. It hasn't "been an $80 +/- billion dollar company for long enough". BTW IMHO boosting EPS is what makes the stock go up. As an investor this is my primary interest. IBM's PE is 32.4% of the industry's per WSJ. When this is considered in conjunction with a share buyback program mainly supported by cash generated through operations and apparent improvement in revenue growth, there seems to me to be considerable upside potential. I apologize for seeming to be taking a shot at you. This was not my intent. Good luck with your investments. Scott