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Technology Stocks
IBM
An SI Board Since May 1996
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8220 178 0 IBM
Emcee:  Dave Lyall Type:  Unmoderated
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6869Folks.....what the heck is going on today ? I do realize that with all the preKevin Ose-10/11/2000
6868Art, unfortunately some investors are interpreting Gerstner's comments as saArrow Hd.-10/11/2000
6867"Demand is white-hot in three critical segments -- chips for big servers, cart slott-10/10/2000
6866<b>DJ IBM/Chip Plant -2: To Begin Operation In 2H 2002 10 Oct 09:28</bDorine Essey-10/10/2000
6865ET After Others Warn, Market Awaits IBM Earns By Nicole Volpe NEW YORK (Reuteart slott-10/10/2000
6864News later today (1:00 PM) regarding the expansion of IBM's microelectronicsArrow Hd.-10/10/2000
6863The ever cautious Marty Zwieg pointed out on Louis Rukeyser last night that thisart slott-10/7/2000
6862I had read previously that the IBM group was not the favorite to win this. Fridart slott-10/6/2000
6861Regarding market stall, one thing to keep in mind is this is not a new phenomenaArrow Hd.-10/6/2000
6860Re: <i>Regarding ML's comments: I believe it bodes well for IBM becausBill Martin-10/5/2000
6859Art, correct, assuming that the ISVs adopt the IBM software pricing methodology Arrow Hd.-10/5/2000
6858OT: ITV will really be an excellent sector to be in. I believe it will replace .art slott-10/5/2000
6857Arrow, so the ISVs won't make as much with IBM's pay what you use plan, art slott-10/5/2000
6856One other point on the new IBM products from the article. The new methodologiesArrow Hd.-10/5/2000
6855Art, thanks for posting the article since it is a good example of misperceived iArrow Hd.-10/5/2000
6854Regarding ML's comments: I believe it bodes well for IBM because it shows loart slott-10/4/2000
6853Lots of grumbling on the Dell thread. siliconinvestor.comart slott-10/4/2000
6852Dell say revenues will for short of expectations by 3%. Will meet earnings for 3art slott-10/4/2000
6851If she did say why I didn't hear it. eomart slott-10/4/2000
6850I believe Sanford Bernstein analyst had estimated rev. growth at 5%. Also said rart slott-10/4/2000
6849Re: <i>Says CA problems in Europe is good for IBM.</i> Did they offBill Martin-10/4/2000
6848Quarterly SWAG.... Jim, Arrow....I'm in the same boat with you folks. OptiKevin Ose-10/4/2000
6847Arrow, my thoughts are pretty much in line with yours. My guess: 1.12 EPS, statJim Koch-10/4/2000
6846Art, it is that time again for the thread's quarterly guess. My guess is: Arrow Hd.-10/4/2000
6845Bloomberg Tv: ML made positive comments on IBM. Says CA problems in Europe is goart slott-10/4/2000
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