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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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7944ibm is a 'can they cook the books again this Q? ' play ... roll your diVictor Lazlo-7/1/2003
7943finance.yahoo.com^IXIC&d=c&k=c1&c=ibm&a=v&p=s&t=6m&lALTERN8-7/1/2003
7942Re: <i>IBM is a value play here @ 82 IMHO.</i> Ok, and why? SomethBill Martin-7/1/2003
7941IBM is a value play here @ 82 IMHO.ALTERN8-7/1/2003
7940I agree Arrow, I got in IBM yesterday on weakness.ALTERN8-6/4/2003
7939Hi Victor, regarding the JDSU issue, the SEC was involved and left without sayinArrow Hd.-6/4/2003
7938Yes Jules; You can go to the SEC offices and get in the 'Honest Investor&#Victor Lazlo-6/3/2003
7937I agree re Hickey. <<financial engineering of the balance sheet through uVictor Lazlo-6/3/2003
7936I read somewhere that without the share buybacks, return on IBM's stock duriVictor Lazlo-6/3/2003
7935All good points Charles. The sad thing is that the SEC often just disappears afArrow Hd.-6/3/2003
7934It's hard to know; there's so little information available at this time.Charles Tutt-6/3/2003
7933Probably not, but PW holds huge clout and after the Enron debacles they are moreArrow Hd.-6/3/2003
7932I don't think IBM is as conservative in its finances as it once was. CharCharles Tutt-6/3/2003
7931Jacques, you can call them "shenanigans" if you wish but the fact is IArrow Hd.-6/3/2003
7930Where was the SEC in year 2000 when I owned over 250 Put contracts, as well as bJules B. Garfunkel-6/3/2003
7929Ever hear of accounting shenanigans Arrow? Sure you have. That's another wJacques Newey-6/3/2003
7928I agree, but I wanted to highlight how speculative all of this is, given how litCharles Tutt-6/3/2003
7927Ever hear of margins Victor? Do you have any idea what the cost/expense equatioArrow Hd.-6/3/2003
7926Charles, that happens to be an excellent point. That is a possibility but consiArrow Hd.-6/3/2003
7925LOL ! "IBM - They can do no wrong !! " gotta love it !! watch out toVictor Lazlo-6/3/2003
7924Arrow, even you, as a IBM love-it-or-leave-it kinda guy have to admit that when Victor Lazlo-6/3/2003
7923I have been critical of IBM when I think it is warranted. I have taken to task Arrow Hd.-6/3/2003
7922You've stated your true-blue I-Love-IBM opinion on the plant sale. It was Victor Lazlo-6/3/2003
7921Are we sure the investigation is looking for overly aggressive recognition ratheCharles Tutt-6/3/2003
7920First of all, IBM was not "outed" by anyone. That transaction was repArrow Hd.-6/3/2003
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