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

To: J R KARY who wrote (4826)	3/22/1999 4:05:00 AM
From: Don Edgerton	Respond to of 8218

I am apaled that these analysts are allowed to amke "calls" on options expiration. It reeks of "self interest" and bailing out the firm's short option position. Also done ibn the "quiet " period so comapby cannor respond. Kurlak badmouthed INY+TC durign options expiration week three or four times. He went a packin'. Guess he p'oed the wrong customers. IBM is mointing money in services. Once they get these networks established for their customers, they have an annuity for several years as they come in to move machines, fix miner problems etc. This is fairly high gross margin business - just mark up the "consultant cost 3 X) and has little in the way of capitial investment, thus helping ROI. Buying IBM here you could receive a "kicker" if as has been rumored, they outsource theeir PCs to Dell. The sale of ibm.net is a good indication of their plan to get out of capitial intensive lower rate of retrun businesses.