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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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7844Listened to the CC. Overall very good but there needs to be some serious fine tArrow Hd.-10/16/2002
7843Presentation: investor.ibm.comArrow Hd.-10/16/2002
7842Earnings release: investor.ibm.comArrow Hd.-10/16/2002
7841IBM gives up a patent investorshub.com GottfriedGottfried-10/12/2002
7840Hi Charles, I don't know how they raised the assumptions though a few years Arrow Hd.-10/10/2002
7839I've been told it's anomalous -- a "bubble," even. If we wantCharles Tutt-10/9/2002
7838I believe that that is the Ace in the hole for pension funds. Bonds have done vSeeker2007-10/9/2002
7837Why would you want to leave out the most recent data?Robert Scott Diver-10/9/2002
7836Granted, Pensions are long term promises, but 100% equities is usually an unwiseRaul Prytog-10/9/2002
7835I wonder how that would change if you did it from 1926 to 1976 -- an even half cCharles Tutt-10/9/2002
78341926 to 2000 -- years that included a major depression, many recessions, and a fRobert Scott Diver-10/9/2002
7833Did they raise the assumptions slowly? If they didn't, then I think ratchetCharles Tutt-10/9/2002
7832I think you are right, that the assumptions are still too high, but I believe thArrow Hd.-10/9/2002
7831Arrow, from the article: "The last of the big items involves pension expensJacques Newey-10/9/2002
7830Recent IBM analysis. Quite thorough and nothing I can argue with. Message 18Arrow Hd.-10/8/2002
7829John, I don't think I saved any data over the past year. I'll look arouArrow Hd.-10/1/2002
7828Jacques, thanks, I am not sure what mix IBM has in its pension fund. If it was Arrow Hd.-10/1/2002
7827Arrow, there have been quite a few articles about major firms like IBM and GE anJohn Koligman-9/29/2002
7826>>""Merrill's estimates are based on the assumption that theKirk ©-9/29/2002
7825Arrow, Re: " blurb says IBM is underfunded. Is that speculation or is it a Jacques Newey-9/29/2002
7824Arrow: Helmig is still there. John Jones who used to work for Solly is now the pHsien W. Chang-9/28/2002
7823John, this blurb says IBM is underfunded. Is that speculation or is it a fact? Arrow Hd.-9/28/2002
7822Hsien, thanks for the link. I do not see Helmig's name on the reports. Am IArrow Hd.-9/28/2002
7821SUNW and EMC will eventually be multi-baggers from here. But I have not been touArrow Hd.-9/28/2002
7820Arrow: After reading your note, I went to Google to look for Gary Helmig's wHsien W. Chang-9/28/2002
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