Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dorine Essey who wrote (5017)	4/22/1999 8:18:00 AM
From: Tudor	Read Replies (2) \| Respond to of 8218

IBM reports that it expects e commerce business to be $10-15 billion. If their e-business is that strong, a big beneficiary of this will be their business to business e-commerce partner - QCSC. On 12/8 IBM appointed John Davison, whose sole responsibility is to manage the QCSC relationship. This must mean that it is pretty important for IBM. On 2/3 QCSC hires Sean Maloy from Maxwell to run the QCSC. He wouldn't have left Maxwell to go to a start-up like QCSC unless he saw something big. Currently at $2.50, this could be a $10 stock within the next year. Put it at half the multiple of verticle net (VERT), its a $17 stock. Do your own due diligence Good Luck to all. Noleman