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

To: Arrow Hd. who wrote (4976)	4/21/1999 4:26:00 PM
From: Jim Koch	Respond to of 8218

Revenue growth was 14%, I thought perhaps 10 at the most. Wow!

To: Arrow Hd. who wrote (4976)	4/21/1999 4:28:00 PM
From: JRI	Read Replies (1) \| Respond to of 8218

Would appreciate anyone listening to the CC to post the following: (1) PC demand outlook, next quarter, and going forward (2) Y2K effect on hardware sales Thanks in advance...

To: Arrow Hd. who wrote (4976)	4/21/1999 4:39:00 PM
From: Jules B. Garfunkel	Read Replies (4) \| Respond to of 8218

Arrow, No doubt about it, the numbers looked very good. Particularly impressive was IBM's growth in hardware revenues, up 17.3%. Even though GPMs were down, almost across the board (X Software), as expected, I sure was off on my projections for growth in revenues. I still need time to read the numbers closely, but even with the tricks, it still looked good. Congratulations to all the Longs. Why didn't any one here tell me? Jules