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

To: Jules B. Garfunkel who wrote (4545)	1/22/1999 6:42:00 PM
From: Arrow Hd.	Read Replies (1) \| Respond to of 8218

Jules, you are much deeper thinker than me! I let IBM do that level of analysis and then provide guidance. As long as there is flexibility to buy back shares and so on they will make the numbers and that is what the street wants, consistent earnings, no surprises and so on. Misguidance is deadly as we just saw. So I am not trying to make the world safe for data processing, I am just trying to make a buck. I dont think they run into major problems until sometime mid-year when the upcoming data center freeze could be the catalyst that breaks the cycle. I dont know the answer but I am prepared to be in all cash by August.