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


To: Arrow Hd. who wrote (5193)5/14/1999 4:36:00 PM
From: art slott  Read Replies (1) | Respond to of 8220
 
Up 20 points for the week. Here's why.

>Several years ago, Gerstner had to look at times to different managers to answer analysts' questions on IBM's different product lines. Now he has no such trouble in telling IBM's Internet story. He's good at it and the story is real, backed up by real sales, profits and IBM's numerous competitive advantages in this market. If IBM's P/E expansion trades 1:1 with the company's core competencies and execution in the Internet space, the stock price appreciation already witnessed this year should be just the beginning.<

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