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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
Introduction Market Data Compact
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7719bm-soft.comNiels Larsen-6/23/2002
7718ibm has now split 2 for 1 the painful way for longshdl-6/23/2002
7717For PE numbers I assume you should be removing the $. Any way I think that IBM Stephen O-6/21/2002
7716Current IBM PE calculations (based on yesterdays $71.58 close): SG Cowen 6/13/20bob gauthier-6/21/2002
7715They were adding employees furiously during the boom. Charles Tutt (SM)Charles Tutt-6/18/2002
7714RE Finance Business. <I>Charles Tutt: "Given two companies identicalKirk ©-6/18/2002
7713Charles, thanks, I was not aware that Sun would have added that many employees sArrow Hd.-6/18/2002
7712I won't disagree, but I would note that (as I recall) the cuts at Sun were sCharles Tutt-6/18/2002
7711It's hard to say. I might prefer the pure play. But I concede that's aCharles Tutt-6/18/2002
7710I suppose we could argue over what "lean" means and in the context thaArrow Hd.-6/18/2002
7709<i>"There are some real franchises like EMC and Sun that have become Elroy-6/18/2002
7708"Given two companies identical except that one has billions in debt and theElroy-6/18/2002
7707John, I suppose the probability is that IBM is near a floor here in the mid-70s.Arrow Hd.-6/13/2002
7706Art, you can count me among the chagrined. I think any time you fail in a core Arrow Hd.-6/13/2002
7705UBS Warburg does. And with a trailing PE of 18 so do I(for what that's worthart slott-6/13/2002
7704Arrow Hd. Do you think IBM is at a floor here. I have never owned it but it lookJohn F. Dowd-6/13/2002
7703;-) No. Of course, "real" banks have things like the Fed, the FDIC, Charles Tutt-6/6/2002
7702re:"Even banks can get in trouble." Yes, but would you suggest that aDavesM-6/6/2002
7701Thanks for that informative post. Even banks can get in trouble. <g> ChCharles Tutt-6/6/2002
7700Great post re. IBM's debt. Thanks, ScottRobert Scott Diver-6/6/2002
7699If the debt increase is used to secure safe, profitable business it would be gooRobert Scott Diver-6/6/2002
7698I am less concerned about the semi-conductor business. The change to copper is Arrow Hd.-6/6/2002
7697Maybe I can offer a different view of this debt issue that will serve to addressArrow Hd.-6/6/2002
7696BTW, your restatement of my position is incorrect. Given a choice between two oCharles Tutt-6/6/2002
7695Since debt is such great stuff, I assume you want them to take on more? CharlesCharles Tutt-6/6/2002
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