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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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7694Relative to the discussion, your point is?Robert Scott Diver-6/6/2002
7693Since nothing is ever identical, your condition is not meaningful. Since IBM is Robert Scott Diver-6/6/2002
7692While interest is paid on IBM's debt, the financing operation which the debtRobert Scott Diver-6/6/2002
7691Robert, "What, specifically, is negative about IBM's debt?" HowJacques Newey-6/6/2002
7690Clearly there are multiple interpretations of the information available, and we&Charles Tutt-6/6/2002
7689Your example violates the "identical except ..." condition I set. AndCharles Tutt-6/6/2002
7688"massive debt" is relative. $1K could be horrendous to one on welfare Captain Jack-6/5/2002
7687Concerning McNealy of Sun; consider the source. IIRC, Sun tried to hide those nsmchan-6/5/2002
7686You posted >>Given two companies identical except that one has billions inRobert Scott Diver-6/5/2002
7685Given two companies identical except that one has billions in debt and the otherCharles Tutt-6/5/2002
7684Everyone is entitled to their opinion, but your saying "3) Debt is debt. YoRobert Scott Diver-6/5/2002
7683I don't have URLs handy, but my recollection is: 1) McNealy of Sun has saidCharles Tutt-6/5/2002
7682Do you have any URLs, or other information about the IBM quality problems you meRobert Scott Diver-6/5/2002
7681I don't think IBM has the cachet it once did. Dumping the disk drive operatCharles Tutt-6/5/2002
7680IBM telecom strategy Message 17559744Robert Scott Diver-6/5/2002
7679It is my impression that only the HDD (disk drive) portion of the business is goRobert Scott Diver-6/5/2002
7678I think I read something like that, too. Still, it seems like an admission of dCharles Tutt-6/5/2002
7677Arrow: You made some good points as always in all of your posts. However, I don&Hsien W. Chang-6/5/2002
7676Looks like this will be free cash flow after this quarter's write-offs are tArrow Hd.-6/5/2002
7675Too little,, too late.. for this year & probably nextCaptain Jack-6/3/2002
7674Hitachi to Pay IBM $2.05 Billion By THE ASSOCIATED PRESS Filed at 8:52 p.m. ET art slott-6/3/2002
7673Arrow, true that San Jose is heavily into DASD, but when I was around quite a feJohn Koligman-5/17/2002
7672Almost agree but think emc will never be what it was. many of the customers theCaptain Jack-5/17/2002
7671I think Tucson was tape but the story-line would be the same simply by substitutArrow Hd.-5/17/2002
7670My impression is that a lot of the talent Dell has used to decimate IBM's PCCharles Tutt-5/17/2002
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