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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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7494Jacques, You seem to be saying that IBM is not in position to increase the valueRobert Scott Diver-3/8/2002
7493Joan, Is your position that the market doesn't care about earning and share Robert Scott Diver-3/8/2002
7492Joan, "I like to buy paper assets at a discount to it's underlying valuJacques Newey-3/8/2002
7491Robert, >>the market cares mostly about earnings and share price, During Joan Osland Graffius-3/8/2002
7490RE: < A person can just look at shareholder equity over the last 10 years andRobert Scott Diver-3/8/2002
7489Jacques, >>I suppose everyone has an agenda. IMO, Fred Hickey does not haJoan Osland Graffius-3/7/2002
7488Jacques , try sending A Self addressed stamped envelope to the High tech strategMike M2-3/7/2002
7487I think the outsourcing trend is nearing its end. ComputerWorld has published sCharles Tutt-3/7/2002
7486Thoughts re. outsourcing and IT spending projections... >outsourcing trend coRobert Scott Diver-3/7/2002
7485Jacques, thanks for taking the time to post these links. I would agree that 10%Arrow Hd.-3/6/2002
7484Arrow, This stuff is months old but may shed light on some of your questions. IJacques Newey-3/6/2002
7483CyberCare will use several IBM offerings including: e-business hosting services Tadsamillionaire-3/6/2002
7482William, I certainly respect your opinion of Fred Hickey but I still have not seArrow Hd.-3/5/2002
7481Jacques, fred Hickey has been interviewed in Kiplinger's personal finance - Mike M2-3/5/2002
7480Arrow Head, I have been a Hickey subscriber for 6 years and I am very impressed Mike M2-3/5/2002
7479Thanks for looking for the link. Probably restricted anyway. The only agenda IArrow Hd.-3/4/2002
7478Arrow, Could not find a link to Hickey's analysis. I suppose everyone has aJacques Newey-3/3/2002
7477Arrow: I fully agree. I would like also get a chance to read this Hicky guy'Hsien W. Chang-3/3/2002
7476So Fred Hickey has no parochial agenda here? Certainly he wouldn't be shortArrow Hd.-3/2/2002
7475JFD, " As I thought most of this is hype." Maybe. Maybe not. MessageJacques Newey-3/1/2002
7474So is news about "fastest databases" a 'fundamental' equity prScott Bergquist-2/26/2002
7473Charles, I agree with you on the low revenue growth issue. This has been the onArrow Hd.-2/26/2002
7472I still think IBM's debt/equity ratio and low revenue growth rate will bite Charles Tutt-2/26/2002
7471Scott, you reported January 6th that "technicals looked good". Since Scott Bergquist-2/26/2002
7470Leading Analyst Confirms IBM's Database Software Is Easier To Manage And ProRobert Scott Diver-2/26/2002
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