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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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7894Long-term - absolutely. The P/E ratio is 36.9 but currently trading as if the PMark Woolfson-2/7/2003
7893Is IBM now a buy?Bill Murray-2/6/2003
7892Arrow Head: FYI, here is Soundview's most up-to-date analysis on IBM. reseaHsien W. Chang-1/18/2003
7891Jim, thanks, the blind pig finds an acorn once in awhile. This thread has been Arrow Hd.-1/17/2003
7890Thanks. Your notes are consistent with mine.Robert Scott Diver-1/16/2003
7889Arrow, VERY, VERY impressive call! You were right on, to the penny on EPS and acJim Koch-1/16/2003
7888Listened to the CC. Go to the IBM home page and you can get the presentation chArrow Hd.-1/16/2003
7887This issue of pro forma versus GAAP was a big debate on this thread early last yArrow Hd.-1/16/2003
7886Actual earnings, per GAAP, as mandated by the SEC, $.59 vs. Pro-forma $1.34. Thioexwa-1/16/2003
7885Pro Forma earnings are 1.34 versus 1.30 consensus and revenues above consensus bArrow Hd.-1/16/2003
7884Not enough "brassies" to go short without a hedge! However, as you menJim Koch-1/16/2003
7883Hi Jim, haven't heard from you in a while. Hope all is well. Can't arguArrow Hd.-1/16/2003
7882Arrow, although I am not as confident as you on the numbers, 4th quarter resultsJim Koch-1/16/2003
7881Fourth quarter results tonight. I will try to listen to the CC and provide a reArrow Hd.-1/16/2003
7880Scott FYI Computer Services Firms Signed Big Pacts but Results Were Mixed By PJohn A. Stoops-1/8/2003
7879Same info, as reported on CNET news: Discouraging signs for IT rebound By AloScott Bergquist-1/2/2003
7878Gottfried, 1/02/03 07:52 ET Goldman Sachs IT survey shows declining sentiment John A. Stoops-1/2/2003
7877John, here's a bit of detail on the pension plan contribution, the first sinGottfried-1/1/2003
7876Gottfried, They closed the Gap yesterday only it was more like 3.9 billion. IBMJohn A. Stoops-1/1/2003
7875Hey Sam...how's life? I finally bought IBM at 55, sold a bit too soon at 72 A. Charles-12/20/2002
7874<i>IBM Networking Hardware? What happened to IBM's networking sector? smchan-12/19/2002
7873IBM Networking Hardware? Extreme, Foundry,and redback are just high end interconFreeflight-12/18/2002
7872Interesting article from India on IBM open source initiative there: in.news.yahoRon-12/14/2002
7871I see where you are coming from now. Seems like you have felt this pain firsthaMark Woolfson-12/11/2002
7870NEW YORK (Reuters) - International Business Machines Corp. (NYSE:IBM - News) on Gottfried-12/4/2002
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